Purchases and Sales Made in Q1 2023 in Proshares Ultra S&P 500 (SSO)
This table provides information about the institutional ownership of Proshares Ultra S&P 500 (SSO) during Q1 2023. The information is specifically focused on institutions that hold shares of PROSHARES ULTRA S&P 500.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Innova Wealth Partners
|
BUY
|
- |
548+ 2.22% |
$23.9K - $28.7K
|
25.2K
$2.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
539+ 16.52% |
$23.6K - $28.2K
|
3.8K
$367K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
473+ 9.45% |
$20.7K - $24.8K
|
5.48K
$528K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
442+ 2.24% |
$19.3K - $23.2K
|
20.1K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
433+ 4.57% |
$18.9K - $22.7K
|
9.91K
$955K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
323+ 2.67% |
$14.1K - $16.9K
|
12.4K
$1.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$8.74K - $10.5K
|
200
$19.3K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
152New |
$6.64K - $7.96K
|
152
$14.7K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
77+ 0.64% |
$3.36K - $4.03K
|
12.1K
$1.17M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
69+ 0.68% |
$3.02K - $3.61K
|
10.2K
$983K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55New |
$2.4K - $2.88K
|
55
$5.3K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
52New |
$2.27K - $2.72K
|
52
$5.01K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
40+ 0.81% |
$1.75K - $2.1K
|
4.96K
$478K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32+ 0.64% |
$1.4K - $1.68K
|
5.02K
$484K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
26New |
$1.14K - $1.36K
|
26
$2.51K
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
25New |
$1.09K - $1.31K
|
25
$2.41K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
24+ 0.4% |
$1.05K - $1.26K
|
6.04K
$583K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
24New |
$1.05K - $1.26K
|
24
$2.31K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10+ 0.18% |
$437 - $524
|
5.47K
$528K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8+ 0.41% |
$350 - $419
|
1.97K
$190K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1New |
$43.7 - $52.4
|
1
$96.4
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
1+ 0.7% |
$43.7 - $52.4
|
143
$13.8K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1+ 100.0% |
$43.7 - $52.4
|
2
$193
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$43.7 - $52.4
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-24- 0.49% |
$1.05K - $1.26K
|
4.87K
$469K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-32- 0.35% |
$1.4K - $1.68K
|
9.22K
$889K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-41- 0.3% |
$1.79K - $2.15K
|
13.7K
$1.32M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-46- 1.81% |
$2.01K - $2.41K
|
2.5K
$241K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-105- 55.26% |
$4.59K - $5.5K
|
85
$8.2K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-176- 2.94% |
$7.69K - $9.22K
|
5.81K
$560K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-260- 71.23% |
$11.4K - $13.6K
|
105
$10.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-300- 0.36% |
$13.1K - $15.7K
|
82K
$7.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-328- 1.44% |
$14.3K - $17.2K
|
22.5K
$2.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-444- 4.46% |
$19.4K - $23.3K
|
9.51K
$917K
|
|
|
May 03, 2023
Q1 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-445- 0.26% |
$19.4K - $23.3K
|
172K
$16.6M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-516- 1.67% |
$22.5K - $27K
|
30.4K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-634- 13.21% |
$27.7K - $33.2K
|
4.17K
$402K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.07K- 15.1% |
$46.8K - $56.2K
|
6.03K
$581K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.08K- 7.08% |
$47K - $56.3K
|
14.1K
$1.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.23K- 4.21% |
$53.9K - $64.6K
|
28.1K
$2.71M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.24K- 19.79% |
$54.1K - $64.9K
|
5.02K
$484K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.29K- 8.07% |
$56.2K - $67.4K
|
14.7K
$1.41M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.7K- 24.64% |
$74.3K - $89.1K
|
5.2K
$501K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.86K- 19.77% |
$81.2K - $97.3K
|
7.54K
$727K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.05K- 18.77% |
$89.6K - $107K
|
8.87K
$856K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.27K- 19.94% |
$99K - $119K
|
9.09K
$877K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.69K- 14.55% |
$118K - $141K
|
15.8K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.85K- 75.58% |
$124K - $149K
|
920
$88.7K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.92K- 6.42% |
$128K - $153K
|
42.6K
$4.11M
|