Purchases and Sales Made in Q4 2024 in Proshares Tr S&P Midcap 400 Di (REGL)
This table provides information about the institutional ownership of Proshares Tr S&P Midcap 400 Di (REGL) during Q4 2024. The information is specifically focused on institutions that hold shares of PROSHARES TR S&P MIDCAP 400 DI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
643KNew |
$51.6M - $57.1M
|
643K
$52.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
48KNew |
$3.85M - $4.26M
|
48K
$3.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35.9K+ 187.61% |
$2.87M - $3.18M
|
55K
$4.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.3K+ 144.48% |
$2.59M - $2.87M
|
54.7K
$4.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12K+ 43.02% |
$965K - $1.07M
|
40K
$3.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$828K - $916K
|
10.3K
$845K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.3K+ 31.1% |
$505K - $559K
|
26.6K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.98K+ 2.5% |
$399K - $442K
|
204K
$16.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.93KNew |
$395K - $437K
|
4.93K
$403K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.73K+ 23.21% |
$299K - $331K
|
19.8K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
3KNew |
$240K - $266K
|
3K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.62KNew |
$210K - $232K
|
2.62K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.49K+ 5.59% |
$199K - $221K
|
47K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.82KNew |
$146K - $161K
|
1.82K
$149K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.8K+ 8.0% |
$144K - $159K
|
24.2K
$1.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.39K+ 2.63% |
$111K - $123K
|
54.1K
$4.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.19K+ 2.52% |
$95.7K - $106K
|
48.5K
$3.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.14K+ 4.12% |
$91.6K - $101K
|
28.9K
$2.36M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
984+ 4.44% |
$78.9K - $87.4K
|
23.2K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
913+ 1.67% |
$73.2K - $81.1K
|
55.6K
$4.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
857+ 15.74% |
$68.7K - $76.1K
|
6.3K
$516K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
703+ 5.76% |
$56.4K - $62.4K
|
12.9K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
703+ 2.49% |
$56.4K - $62.4K
|
28.9K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
555+ 10.3% |
$44.5K - $49.3K
|
5.95K
$487K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
416+ 5.41% |
$33.4K - $36.9K
|
8.11K
$663K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
415+ 269.48% |
$33.3K - $36.8K
|
569
$46.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
390New |
$31.3K - $34.6K
|
390
$31.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
385+ 0.94% |
$30.9K - $34.2K
|
41.3K
$3.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
263+ 10.29% |
$21.1K - $23.4K
|
2.82K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
196+ 7.1% |
$15.7K - $17.4K
|
2.96K
$242K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
189+ 1.21% |
$15.2K - $16.8K
|
15.9K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
138+ 1.07% |
$11.1K - $12.3K
|
13K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
124+ 3.66% |
$9.94K - $11K
|
3.51K
$287K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
115+ 1.61% |
$9.22K - $10.2K
|
7.26K
$594K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
100+ 0.98% |
$8.02K - $8.88K
|
10.3K
$843K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
90+ 4.23% |
$7.22K - $7.99K
|
2.22K
$182K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
90+ 1.68% |
$7.22K - $7.99K
|
5.44K
$445K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
67+ 0.57% |
$5.37K - $5.95K
|
11.8K
$969K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
60+ 0.6% |
$4.81K - $5.33K
|
10.1K
$823K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60+ 1.98% |
$4.81K - $5.33K
|
3.09K
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
53+ 1.07% |
$4.25K - $4.71K
|
5.01K
$410K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
33+ 0.59% |
$2.65K - $2.93K
|
5.67K
$464K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
28+ 0.26% |
$2.25K - $2.49K
|
10.8K
$880K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
25+ 0.38% |
$2K - $2.22K
|
6.65K
$544K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 0.03% |
$1.28K - $1.42K
|
55.9K
$4.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14+ 0.13% |
$1.12K - $1.24K
|
10.8K
$885K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 1.25% |
$1.12K - $1.24K
|
1.13K
$92.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 1.77% |
$481 - $533
|
345
$28.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 1.11% |
$401 - $444
|
457
$37.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.2% |
$321 - $355
|
2.03K
$166K
|