Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
63.7KNew |
$5.67M - $6.54M
|
63.7K
$4.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
22KNew |
$1.96M - $2.26M
|
22K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.78K+ 37.73% |
$337K - $388K
|
13.8K
$894K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.48K+ 137.67% |
$221K - $254K
|
4.28K
$277K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
341+ 5.81% |
$30.4K - $35K
|
6.21K
$402K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
178+ 5.7% |
$15.8K - $18.3K
|
3.3K
$214K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
134+ 2.33% |
$11.9K - $13.8K
|
5.88K
$381K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.45% |
$89 - $103
|
221
$14.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.21K- 5.07% |
$108K - $125K
|
22.7K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.4K- 96.94% |
$1.99M - $2.3M
|
706
$45.7K
|