Purchases and Sales Made in Q1 2022 in Proshares Large Cap Core Plus (CSM)
This table provides information about the institutional ownership of Proshares Large Cap Core Plus (CSM) during Q1 2022. The information is specifically focused on institutions that hold shares of PROSHARES LARGE CAP CORE PLUS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
4.1KNew |
$204K - $229K
|
4.1K
$265K
|
|
|
May 10, 2022
Q1 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
4.08K+ 98.01% |
$203K - $228K
|
8.25K
$533K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
3.72K+ 100.0% |
$185K - $208K
|
7.43K
$480K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.6K+ 100.0% |
$179K - $201K
|
7.19K
$465K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.47KNew |
$172K - $194K
|
3.47K
$224K
|
|
|
May 16, 2022
Q1 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
3.3K+ 100.0% |
$164K - $185K
|
6.6K
$427K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.25K+ 151.45% |
$161K - $182K
|
5.39K
$348K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.98K+ 96.13% |
$148K - $167K
|
6.08K
$393K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.84K+ 100.14% |
$141K - $159K
|
5.67K
$366K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.82K+ 100.0% |
$140K - $158K
|
5.64K
$365K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.8K+ 31.99% |
$139K - $157K
|
11.6K
$748K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.8K+ 97.29% |
$139K - $156K
|
5.67K
$367K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.77K+ 87.77% |
$138K - $155K
|
5.92K
$383K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
2.68K+ 83.01% |
$133K - $150K
|
5.9K
$382K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.49K+ 100.0% |
$124K - $139K
|
4.99K
$322K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.37K+ 100.0% |
$118K - $132K
|
4.73K
$306K
|
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2.2K+ 100.0% |
$109K - $123K
|
4.4K
$284K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
BUY
|
- |
2.1K+ 100.05% |
$104K - $118K
|
4.2K
$272K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.78K+ 10.38% |
$88.2K - $99.3K
|
18.9K
$1.22M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.55K+ 100.0% |
$77K - $86.7K
|
3.1K
$200K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.07K+ 100.0% |
$53.3K - $59.9K
|
2.14K
$139K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
886+ 98.88% |
$44K - $49.5K
|
1.78K
$115K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
731+ 100.0% |
$36.3K - $40.9K
|
1.46K
$94.5K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
697New |
$34.6K - $39K
|
697
$45K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
657+ 50.97% |
$32.6K - $36.7K
|
1.95K
$126K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
634+ 100.0% |
$31.5K - $35.5K
|
1.27K
$82K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
513+ 100.59% |
$25.5K - $28.7K
|
1.02K
$66.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
385+ 49.04% |
$19.1K - $21.5K
|
1.17K
$75.6K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
210+ 100.0% |
$10.4K - $11.7K
|
420
$27.1K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
200+ 100.0% |
$9.94K - $11.2K
|
400
$25.9K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
200+ 100.0% |
$9.94K - $11.2K
|
400
$25.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
173+ 100.0% |
$8.6K - $9.67K
|
346
$22.4K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
120+ 60.0% |
$5.96K - $6.71K
|
320
$20.7K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
116+ 100.0% |
$5.76K - $6.49K
|
232
$15K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
114New |
$5.66K - $6.37K
|
114
$7.37K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
100+ 100.0% |
$4.97K - $5.59K
|
200
$12.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
98New |
$4.87K - $5.48K
|
98
$6.33K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
21New |
$1.04K - $1.17K
|
21
$1.36K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-34- 3.93% |
$1.69K - $1.9K
|
832
$53.8K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-52Closed |
$2.58K - $2.91K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-136- 28.57% |
$6.76K - $7.61K
|
340
$22K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-389Closed |
$19.3K - $21.8K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-515Closed |
$25.6K - $28.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-746Closed |
$37.1K - $41.7K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-943- 19.08% |
$46.9K - $52.7K
|
4K
$259K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.96KClosed |
$97.5K - $110K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.09KClosed |
$153K - $173K
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.17K- 0.31% |
$207K - $233K
|
1.34M
$86.5M
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-4.51KClosed |
$224K - $252K
|
0
$0
|