Latest Institutional Transactions on Proshares Ultra Financials (UYG)
This table provides information on the latest institutional transactions involving Proshares Ultra Financials (UYG) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5- 0.08% |
$375 - $484
|
6.14K
$590K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.01% |
$75.1 - $96.7
|
8.14K
$782K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.54KNew |
$191K - $245K
|
2.54K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-9.35K- 50.65% |
$702K - $904K
|
9.11K
$875K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.4KNew |
$180K - $232K
|
2.4K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.52KNew |
$189K - $244K
|
2.52K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3K- 9.74% |
$225K - $290K
|
27.8K
$2.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
600New |
$45.1K - $58K
|
600
$57.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.03% |
$75.1 - $96.7
|
3.03K
$291K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.62KNew |
$272K - $350K
|
3.62K
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-58- 4.51% |
$4.36K - $5.61K
|
1.23K
$118K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400New |
$30K - $38.7K
|
400
$38.4K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-43- 40.19% |
$2.7K - $3.35K
|
64
$6.15K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1K+ 33.33% |
$62.7K - $77.9K
|
4K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-25- 11.11% |
$1.57K - $1.95K
|
200
$19.2K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6K- 36.92% |
$376K - $467K
|
10.3K
$984K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.86KNew |
$179K - $223K
|
2.86K
$274K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.2KNew |
$75.3K - $93.5K
|
1.2K
$115K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3KNew |
$188K - $234K
|
3K
$288K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.07KNew |
$192K - $239K
|
3.07K
$295K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
257New |
$15.4K - $17.6K
|
257
$24.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
846New |
$50.8K - $58K
|
846
$81.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
372New |
$22.3K - $25.5K
|
372
$35.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-350- 14.34% |
$21K - $24K
|
2.09K
$201K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
75New |
$4.5K - $5.14K
|
75
$7.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
300New |
$18K - $20.6K
|
300
$28.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.4KNew |
$324K - $370K
|
5.4K
$519K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
14.6KNew |
$877K - $1M
|
14.6K
$1.4M
|
|
| Q1 2024 | |||||||
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.51KNew |
$189K - $240K
|
3.51K
$337K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
25.1KNew |
$1.35M - $1.71M
|
25.1K
$2.41M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-250- 13.51% |
$13.4K - $17.1K
|
1.6K
$154K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.62KNew |
$195K - $247K
|
3.62K
$348K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9.06KNew |
$487K - $619K
|
9.06K
$870K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.83KNew |
$367K - $467K
|
6.83K
$656K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
3.6KNew |
$193K - $246K
|
3.6K
$346K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$53.7 - $68.3
|
1
$96
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
102New |
$5.48K - $6.97K
|
102
$9.8K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
5New |
$269 - $342
|
5
$480
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-500- 71.43% |
$26.9K - $34.2K
|
200
$19.2K
|
|
| Q4 2023 | |||||||
|
Apr 10, 2024
Q4 2023
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
43.2KNew |
$1.68M - $2.39M
|
43.2K
$4.14M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
245+ 24500.0% |
$9.54K - $13.6K
|
246
$23.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
600New |
$23.4K - $33.3K
|
600
$57.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
1KNew |
$38.9K - $55.5K
|
1K
$96K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.02KNew |
$39.9K - $56.8K
|
1.02K
$98.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
602New |
$23.4K - $33.4K
|
602
$57.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4.1KNew |
$160K - $227K
|
4.1K
$394K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2K- 48.78% |
$77.8K - $111K
|
2.1K
$202K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
5.1KNew |
$222K - $258K
|
5.1K
$490K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
202New |
$8.81K - $10.2K
|
202
$19.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
234New |
$10.2K - $11.9K
|
234
$22.5K
|
|