Purchases and Sales Made in Q1 2023 in Proshares Tr S&P Tech Divid Ar (TDV)
This table provides information about the institutional ownership of Proshares Tr S&P Tech Divid Ar (TDV) during Q1 2023. The information is specifically focused on institutions that hold shares of PROSHARES TR S&P TECH DIVID AR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.9K+ 63.92% |
$4.26M - $4.81M
|
197K
$15.3M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
51.4KNew |
$2.85M - $3.22M
|
51.4K
$3.98M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.7K+ 29.55% |
$1.98M - $2.23M
|
156K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.2K+ 43.59% |
$1.34M - $1.52M
|
79.8K
$6.18M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.9K+ 97.22% |
$1.21M - $1.37M
|
44.4K
$3.44M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.6KNew |
$1.08M - $1.23M
|
19.6K
$1.52M
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
16.9KNew |
$937K - $1.06M
|
16.9K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.7K+ 97.03% |
$923K - $1.04M
|
33.9K
$2.62M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
14.5KNew |
$801K - $906K
|
14.5K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.5K+ 30.81% |
$801K - $905K
|
61.4K
$4.76M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
14KNew |
$776K - $877K
|
14K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.6K+ 27.51% |
$642K - $725K
|
53.7K
$4.16M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.4K+ 16.76% |
$575K - $650K
|
72.3K
$5.6M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.68K+ 97.75% |
$536K - $606K
|
19.6K
$1.52M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.68KNew |
$481K - $543K
|
8.68K
$672K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.91KNew |
$438K - $495K
|
7.91K
$613K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.7K+ 6.34% |
$426K - $482K
|
129K
$10M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.35KNew |
$241K - $272K
|
4.35K
$337K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.22K+ 3.78% |
$233K - $264K
|
116K
$8.97M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.17KNew |
$231K - $261K
|
4.17K
$323K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.27KNew |
$181K - $205K
|
3.27K
$254K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.12KNew |
$62K - $70.1K
|
1.12K
$86.8K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.01K+ 13.29% |
$55.9K - $63.2K
|
8.61K
$667K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
881+ 1036.47% |
$48.8K - $55.1K
|
966
$74.8K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
648+ 17.25% |
$35.9K - $40.6K
|
4.41K
$341K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
470+ 117.5% |
$26K - $29.4K
|
870
$67.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
390New |
$21.6K - $24.4K
|
390
$30.2K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
378New |
$20.9K - $23.7K
|
378
$29.3K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
195New |
$10.8K - $12.2K
|
195
$15.1K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
53New |
$2.94K - $3.32K
|
53
$4.11K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
16New |
$886 - $1K
|
16
$1.24K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5+ 0.11% |
$277 - $313
|
4.7K
$364K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-25- 8.22% |
$1.38K - $1.56K
|
279
$21.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-600- 5.98% |
$33.2K - $37.6K
|
9.43K
$731K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-642- 5.93% |
$35.6K - $40.2K
|
10.2K
$789K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.1K- 86.38% |
$61.1K - $69.1K
|
174
$13.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.88K- 4.46% |
$104K - $118K
|
40.2K
$3.11M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.77K- 75.65% |
$209K - $236K
|
1.21K
$94K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-25.2K- 17.88% |
$1.4M - $1.58M
|
116K
$8.97M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-50.7K- 44.07% |
$2.81M - $3.17M
|
64.3K
$4.98M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-62K- 53.85% |
$3.43M - $3.88M
|
53.1K
$4.11M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-71K- 99.55% |
$3.93M - $4.45M
|
321
$24.9K
|