Purchases and Sales Made in Q3 2023 in Proshares Tr S&P 500 Ex Finls (SPXN)
This table provides information about the institutional ownership of Proshares Tr S&P 500 Ex Finls (SPXN) during Q3 2023. The information is specifically focused on institutions that hold shares of PROSHARES TR S&P 500 EX FINLS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.87K+ 217.52% |
$632K - $679K
|
10K
$645K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.75KNew |
$529K - $568K
|
5.75K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.41KNew |
$498K - $535K
|
5.41K
$348K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.41K+ 22.62% |
$406K - $436K
|
23.9K
$1.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.13KNew |
$381K - $409K
|
4.13K
$266K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.33KNew |
$123K - $132K
|
1.33K
$85.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
137+ 4.59% |
$12.6K - $13.5K
|
3.12K
$201K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
100+ 1.73% |
$9.21K - $9.89K
|
5.87K
$377K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$368 - $395
|
4
$257
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.46% |
$92.1 - $98.9
|
220
$14.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|