Purchases and Sales Made in Q4 2024 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 2024. 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 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
11.6KNew |
$710K - $759K
|
11.6K
$689K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.56KNew |
$524K - $560K
|
8.56K
$508K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.98K+ 7.93% |
$305K - $326K
|
67.9K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.52K+ 21.31% |
$154K - $165K
|
14.4K
$852K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.94K+ 3530.91% |
$119K - $127K
|
2K
$119K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
748+ 5.09% |
$45.8K - $48.9K
|
15.5K
$918K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
432+ 3.74% |
$26.4K - $28.3K
|
12K
$712K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
270+ 0.67% |
$16.5K - $17.7K
|
40.5K
$2.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
199+ 1.08% |
$12.2K - $13K
|
18.6K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
86New |
$5.26K - $5.63K
|
86
$5.11K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-270- 10.13% |
$16.5K - $17.7K
|
2.4K
$142K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.1K- 26.64% |
$128K - $137K
|
5.78K
$343K
|