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
$52.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
95.9K+ 4.09% |
$7.69M - $8.51M
|
2.44M
$200M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
69.3K+ 22.71% |
$5.56M - $6.15M
|
374K
$30.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
48KNew |
$3.85M - $4.26M
|
48K
$3.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.3K+ 6.99% |
$3.63M - $4.02M
|
694K
$56.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.8K+ 13.87% |
$3.19M - $3.53M
|
326K
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
36.3K+ 28.05% |
$2.91M - $3.23M
|
166K
$13.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35.9K+ 187.61% |
$2.87M - $3.18M
|
55K
$4.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.3K+ 144.48% |
$2.59M - $2.87M
|
54.7K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.4K+ 5.32% |
$2.04M - $2.26M
|
503K
$41.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
16.8K+ 39.74% |
$1.34M - $1.49M
|
59K
$4.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12K+ 43.02% |
$965K - $1.07M
|
40K
$3.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
11.6K+ 461.87% |
$933K - $1.03M
|
14.2K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11K+ 3.71% |
$882K - $976K
|
307K
$25.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$828K - $916K
|
10.3K
$847K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.62K+ 7.05% |
$772K - $854K
|
146K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.3K+ 31.1% |
$505K - $559K
|
26.6K
$2.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.98K+ 2.5% |
$399K - $442K
|
204K
$16.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.93KNew |
$395K - $437K
|
4.93K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.05K+ 49.25% |
$325K - $359K
|
12.3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.9K+ 111.85% |
$312K - $346K
|
7.38K
$606K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.73K+ 23.21% |
$299K - $331K
|
19.8K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.66K+ 4.71% |
$294K - $325K
|
81.4K
$6.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.24KNew |
$260K - $288K
|
3.24K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
3KNew |
$240K - $266K
|
3K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.62KNew |
$210K - $232K
|
2.62K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.49K+ 5.59% |
$199K - $221K
|
47K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.04K+ 4.43% |
$163K - $181K
|
48K
$3.94M
|
|
|
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
$1.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.69K+ 3.95% |
$136K - $150K
|
44.6K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.69K+ 5.76% |
$136K - $150K
|
31K
$2.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.6K+ 2.1% |
$128K - $142K
|
77.7K
$6.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.39K+ 2.63% |
$111K - $123K
|
54.1K
$4.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.23K+ 10.94% |
$98.6K - $109K
|
12.5K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.19K+ 2.52% |
$95.7K - $106K
|
48.5K
$3.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.14K+ 4.12% |
$91.6K - $101K
|
28.9K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.08K+ 1.56% |
$86.4K - $95.6K
|
70.2K
$5.76M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
984+ 4.44% |
$78.9K - $87.4K
|
23.2K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
973+ 0.17% |
$78K - $86.4K
|
583K
$47.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
955+ 12.28% |
$76.6K - $84.8K
|
8.73K
$717K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
913+ 1.67% |
$73.2K - $81.1K
|
55.6K
$4.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
857+ 15.74% |
$68.7K - $76.1K
|
6.3K
$517K
|
|
|
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 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
671+ 559.17% |
$53.8K - $59.6K
|
791
$64.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
669+ 13.58% |
$53.6K - $59.4K
|
5.59K
$459K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
580+ 19.18% |
$46.5K - $51.5K
|
3.6K
$296K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
555+ 10.3% |
$44.5K - $49.3K
|
5.95K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
438New |
$35.1K - $38.9K
|
438
$36K
|