Latest Institutional Transactions on Proshares Trust Proshares Ultr (UPRO)
This table provides information on the latest institutional transactions involving Proshares Trust Proshares Ultr (UPRO) 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 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
23.1K+ 89.0% |
$848K - $1.09M
|
48.9K
$4.47M
|
|
| Q1 2023 | |||||||
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6New |
$191 - $250
|
6
$548
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20New |
$638 - $833
|
20
$1.83K
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
187KNew |
$5.97M - $7.78M
|
187K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-847- 19.19% |
$27K - $35.3K
|
3.57K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11KNew |
$351K - $458K
|
11K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.35KNew |
$171K - $223K
|
5.35K
$489K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1New |
$31.9 - $41.6
|
1
$91.4
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
426New |
$13.6K - $17.7K
|
426
$38.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
39+ 0.23% |
$1.24K - $1.62K
|
16.7K
$1.53M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
45+ 6.62% |
$1.44K - $1.87K
|
725
$66.2K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
29.8KNew |
$833K - $1.19M
|
29.8K
$2.72M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
6.72KNew |
$188K - $269K
|
6.72K
$614K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
984New |
$27.5K - $39.4K
|
984
$89.9K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-34.4K- 53.64% |
$963K - $1.38M
|
29.8K
$2.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
75+ 17.81% |
$2.1K - $3K
|
496
$45.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
BUY
|
- |
70KNew |
$1.96M - $2.8M
|
70K
$6.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-7.36K- 68.0% |
$206K - $294K
|
3.47K
$317K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
5New |
$140 - $200
|
5
$457
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
18.9KNew |
$529K - $756K
|
18.9K
$1.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
150New |
$4.2K - $6K
|
150
$13.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
30KNew |
$839K - $1.2M
|
30K
$2.74M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
19New |
$531 - $760
|
19
$1.74K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
314New |
$8.78K - $12.6K
|
314
$28.7K
|
|
| Q3 2022 | |||||||
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-162Closed |
$4.6K - $8.19K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$318K - $566K
|
11.2K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
79.7KNew |
$2.26M - $4.03M
|
79.7K
$7.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
CALL |
-10K- 19.23% |
$284K - $505K
|
42K
$3.84M
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.26K- 99.53% |
$35.9K - $63.8K
|
6
$548
|
|
|
Oct 31, 2022
Q3 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
206K+ 107.98% |
$5.86M - $10.4M
|
397K
$36.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
14.7KNew |
$418K - $743K
|
14.7K
$1.34M
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9KNew |
$256K - $455K
|
9K
$822K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
20New |
$568 - $1.01K
|
20
$1.83K
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.29KClosed |
$137K - $282K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9- 64.29% |
$288 - $592
|
5
$457
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.41KClosed |
$109K - $224K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-124Closed |
$3.97K - $8.16K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-4.03KClosed |
$129K - $265K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-4.33KClosed |
$139K - $285K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.85KClosed |
$155K - $319K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-286Closed |
$9.15K - $18.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
22.2KNew |
$712K - $1.46M
|
22.2K
$2.03M
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-4.08KClosed |
$131K - $269K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
40New |
$1.28K - $2.63K
|
40
$3.65K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
7KNew |
$224K - $460K
|
7K
$640K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-19.2KClosed |
$615K - $1.27M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.4KClosed |
$141K - $289K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
SELL
|
- |
-36KClosed |
$1.15M - $2.37M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
586+ 4.4% |
$18.8K - $38.5K
|
13.9K
$1.27M
|
|
|
Jul 18, 2022
Q2 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
25New |
$800 - $1.64K
|
25
$2.28K
|
|