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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
100+ 0.98% |
$8.02K - $8.88K
|
10.3K
$839K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
98+ 3.52% |
$7.86K - $8.7K
|
2.88K
$235K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
90+ 4.23% |
$7.22K - $7.99K
|
2.22K
$181K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
90+ 1.68% |
$7.22K - $7.99K
|
5.44K
$443K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
76New |
$6.09K - $6.75K
|
76
$6.19K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
67+ 0.57% |
$5.37K - $5.95K
|
11.8K
$965K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60+ 1.98% |
$4.81K - $5.33K
|
3.09K
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
60+ 0.6% |
$4.81K - $5.33K
|
10.1K
$819K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
53+ 1.07% |
$4.25K - $4.71K
|
5.01K
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
38+ 2.74% |
$3.05K - $3.37K
|
1.43K
$116K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
33+ 0.59% |
$2.65K - $2.93K
|
5.67K
$462K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
28+ 0.26% |
$2.25K - $2.49K
|
10.8K
$876K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
26+ 0.77% |
$2.08K - $2.31K
|
3.41K
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
25+ 0.38% |
$2K - $2.22K
|
6.65K
$542K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 0.03% |
$1.28K - $1.42K
|
55.9K
$4.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 1.25% |
$1.12K - $1.24K
|
1.13K
$92.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14+ 0.13% |
$1.12K - $1.24K
|
10.8K
$881K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11+ 0.34% |
$882 - $977
|
3.24K
$264K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 1.77% |
$481 - $533
|
345
$28.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 1.11% |
$401 - $444
|
457
$37.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.2% |
$321 - $355
|
2.03K
$166K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.08% |
$160 - $178
|
2.49K
$203K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1New |
$80.2 - $88.8
|
1
$81.5
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.71% |
$80.2 - $88.8
|
142
$11.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.13% |
$80.2 - $88.8
|
801
$65.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2- 0.03% |
$160 - $178
|
5.78K
$471K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5- 0.07% |
$401 - $444
|
7.63K
$621K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-19- 0.29% |
$1.52K - $1.69K
|
6.62K
$539K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 0.71% |
$1.6K - $1.78K
|
2.78K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-23- 0.09% |
$1.84K - $2.04K
|
26.4K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-27- 0.57% |
$2.16K - $2.4K
|
4.71K
$384K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-31- 0.73% |
$2.49K - $2.75K
|
4.19K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-56- 3.56% |
$4.49K - $4.97K
|
1.52K
$124K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-64- 0.46% |
$5.13K - $5.68K
|
13.8K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-69- 1.87% |
$5.53K - $6.13K
|
3.62K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-95- 1.53% |
$7.62K - $8.44K
|
6.11K
$498K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-104- 0.22% |
$8.34K - $9.23K
|
47.4K
$3.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-107- 0.87% |
$8.58K - $9.5K
|
12.1K
$988K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-120- 4.45% |
$9.62K - $10.7K
|
2.58K
$210K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-140- 2.31% |
$11.2K - $12.4K
|
5.92K
$482K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-150- 2.69% |
$12K - $13.3K
|
5.42K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-172- 2.79% |
$13.8K - $15.3K
|
6K
$489K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-179- 1.89% |
$14.4K - $15.9K
|
9.29K
$757K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-215- 3.23% |
$17.2K - $19.1K
|
6.45K
$525K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-242- 1.83% |
$19.4K - $21.5K
|
13K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-283- 6.11% |
$22.7K - $25.1K
|
4.35K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-290- 4.08% |
$23.3K - $25.7K
|
6.81K
$555K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-322- 6.04% |
$25.8K - $28.6K
|
5.01K
$408K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-367- 6.69% |
$29.4K - $32.6K
|
5.12K
$417K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-391- 2.59% |
$31.4K - $34.7K
|
14.7K
$1.2M
|