Latest Institutional Transactions on Proshares Ultra S&P 500 (SSO)
This table provides information on the latest institutional transactions involving Proshares Ultra S&P 500 (SSO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-300- 5.98% |
$19.4K - $29.3K
|
4.72K
$547K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
73+ 5.36% |
$4.73K - $7.13K
|
1.43K
$166K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
4.73MNew |
$306M - $462M
|
4.73M
$547M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
329+ 19.12% |
$21.3K - $32.1K
|
2.05K
$237K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
75+ 2.24% |
$4.86K - $7.33K
|
3.42K
$396K
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.05KClosed |
$729K - $906K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.63KNew |
$534K - $664K
|
6.63K
$768K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23.7K- 89.88% |
$1.91M - $2.37M
|
2.66K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
13K+ 117.24% |
$1.05M - $1.3M
|
24K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4+ 0.08% |
$322 - $401
|
4.84K
$560K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.7KNew |
$1.27M - $1.58M
|
15.7K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-934- 0.62% |
$75.3K - $93.6K
|
149K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Crossingbridge Advisors, LLC
Pleasantville, NY |
BUY
|
- |
2KNew |
$161K - $200K
|
2K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-589- 19.71% |
$47.5K - $59K
|
2.4K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-99.7K- 94.18% |
$8.03M - $9.99M
|
6.17K
$714K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.4KNew |
$916K - $1.14M
|
11.4K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
335New |
$27K - $33.6K
|
335
$38.8K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.1K- 6.03% |
$88.2K - $110K
|
17.1K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39K+ 192.06% |
$3.14M - $3.9M
|
59.3K
$6.86M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
80+ 47.62% |
$6.45K - $8.02K
|
248
$28.7K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-50.3K- 86.34% |
$4.05M - $5.04M
|
7.95K
$921K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-17.5K- 60.62% |
$1.41M - $1.76M
|
11.4K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
502KNew |
$40.4M - $50.3M
|
502K
$58.1M
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
SELL
|
- |
-1.58K- 31.65% |
$127K - $158K
|
3.42K
$396K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
472+ 5.87% |
$38K - $47.3K
|
8.51K
$985K
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-710- 16.21% |
$57.2K - $71.1K
|
3.67K
$425K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10- 0.23% |
$806 - $1K
|
4.26K
$493K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75- 1.59% |
$6.04K - $7.52K
|
4.65K
$538K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.98K+ 101.38% |
$160K - $199K
|
3.94K
$456K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 12.0% |
$121K - $150K
|
11K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
200New |
$16.1K - $20K
|
200
$23.2K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-100- 2.44% |
$8.06K - $10K
|
4K
$463K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
11+ 0.68% |
$886 - $1.1K
|
1.62K
$188K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.1K+ 76.41% |
$250K - $311K
|
7.16K
$829K
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-353- 0.36% |
$28.4K - $35.4K
|
97.1K
$11.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
65.8KNew |
$5.3M - $6.59M
|
65.8K
$7.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
31+ 73.81% |
$2.5K - $3.11K
|
73
$8.46K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-5- 0.07% |
$403 - $501
|
7.2K
$834K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-249- 31.84% |
$20.1K - $25K
|
533
$61.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
3.69KNew |
$297K - $369K
|
3.69K
$427K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
94.8KNew |
$7.64M - $9.5M
|
94.8K
$11M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-42.2K- 39.84% |
$3.4M - $4.23M
|
63.7K
$7.38M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1New |
$80.6 - $100
|
1
$116
|
|
| Q4 2024 | |||||||
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.12KNew |
$362K - $410K
|
4.12K
$477K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.38KNew |
$737K - $836K
|
8.38K
$970K
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
7.9KNew |
$694K - $788K
|
7.9K
$915K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
68New |
$5.98K - $6.78K
|
68
$7.88K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.71K- 86.03% |
$151K - $171K
|
278
$32.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8KNew |
$703K - $798K
|
8K
$927K
|
|