Latest Institutional Purchases of Proshares Ultra S&P 500 (SSO)
This list provides information on the latest institutional transactions involving Proshares Ultra S&P 500 (SSO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
179New |
$8.76K - $11.7K
|
179
$15.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
158New |
$7.73K - $10.3K
|
158
$13.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
82New |
$4.01K - $5.36K
|
82
$7.22K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
80New |
$3.91K - $5.23K
|
80
$7.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.02% |
$48.9 - $65.4
|
5.84K
$514K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
72.3KNew |
$3.84M - $4.46M
|
72.3K
$6.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
33KNew |
$1.75M - $2.04M
|
33K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
15.3KNew |
$813K - $945K
|
15.3K
$1.35M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
14.1KNew |
$749K - $871K
|
14.1K
$1.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.09KNew |
$429K - $499K
|
8.09K
$712K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.9KNew |
$419K - $487K
|
7.9K
$695K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.57KNew |
$402K - $467K
|
7.57K
$666K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.45KNew |
$183K - $213K
|
3.45K
$303K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
340New |
$18K - $21K
|
340
$29.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
27New |
$1.43K - $1.67K
|
27
$2.38K
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
101KNew |
$4.93M - $5.88M
|
101K
$8.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
91.2KNew |
$4.44M - $5.3M
|
91.2K
$8.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
30.9KNew |
$1.51M - $1.8M
|
30.9K
$2.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
19.9KNew |
$969K - $1.16M
|
19.9K
$1.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18.7KNew |
$911K - $1.09M
|
18.7K
$1.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
10.5KNew |
$512K - $611K
|
10.5K
$924K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.16KNew |
$252K - $300K
|
5.16K
$454K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
4KNew |
$195K - $233K
|
4K
$352K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.21K+ 20.11% |
$58.8K - $70.2K
|
7.21K
$634K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
305New |
$14.9K - $17.7K
|
305
$26.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
75New |
$3.66K - $4.36K
|
75
$6.6K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
49New |
$2.39K - $2.85K
|
49
$4.31K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
25New |
$1.22K - $1.45K
|
25
$2.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
8New |
$390 - $465
|
8
$704
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
70.3KNew |
$3.07M - $3.68M
|
70.3K
$6.18M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
20.2KNew |
$883K - $1.06M
|
20.2K
$1.78M
|
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
16KNew |
$699K - $838K
|
16K
$1.41M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
15KNew |
$656K - $786K
|
15K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
10KNew |
$437K - $524K
|
10K
$880K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.45KNew |
$238K - $286K
|
5.45K
$480K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.78KNew |
$209K - $250K
|
4.78K
$420K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
4KNew |
$175K - $210K
|
4K
$352K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.63K+ 201.53% |
$115K - $138K
|
3.93K
$346K
|
|
|
May 08, 2023
Q1 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.05K+ 16.2% |
$45.8K - $55K
|
7.52K
$662K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$8.74K - $10.5K
|
200
$17.6K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
152New |
$6.64K - $7.96K
|
152
$13.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55New |
$2.4K - $2.88K
|
55
$4.84K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
25New |
$1.09K - $1.31K
|
25
$2.2K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
24New |
$1.05K - $1.26K
|
24
$2.11K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 0.7% |
$43.7 - $52.4
|
143
$12.6K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
BUY
|
- |
12.4KNew |
$488K - $626K
|
12.4K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
5.6K+ 30.11% |
$221K - $283K
|
24.2K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.45KNew |
$215K - $276K
|
5.45K
$480K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5KNew |
$197K - $253K
|
5K
$440K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.94KNew |
$195K - $250K
|
4.94K
$435K
|
|