Latest Institutional Transactions on Proshares Large Cap Core Plus (CSM)
This table provides information on the latest institutional transactions involving Proshares Large Cap Core Plus (CSM) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.05KNew |
$229K - $241K
|
3.05K
$237K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.22% |
$75 - $78.9
|
458
$35.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-350- 7.91% |
$26.3K - $27.6K
|
4.07K
$316K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 0.93% |
$7.5K - $7.89K
|
10.7K
$828K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-676- 19.81% |
$50.7K - $53.4K
|
2.74K
$212K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
13.9KNew |
$1.04M - $1.1M
|
13.9K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-24- 0.04% |
$1.8K - $1.89K
|
55.8K
$4.33M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-303- 10.49% |
$22.7K - $23.9K
|
2.59K
$201K
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-65- 2.28% |
$4.88K - $5.13K
|
2.78K
$216K
|
|
| Q3 2025 | |||||||
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8+ 0.18% |
$564 - $615
|
4.4K
$341K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-3.94K- 4.15% |
$278K - $303K
|
91.1K
$7.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1.74K- 14.08% |
$123K - $133K
|
10.6K
$823K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14K- 16.93% |
$985K - $1.07M
|
68.5K
$5.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.77KNew |
$336K - $366K
|
4.77K
$370K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.6KNew |
$254K - $277K
|
3.6K
$279K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49+ 0.39% |
$3.46K - $3.76K
|
12.6K
$978K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15+ 0.27% |
$1.06K - $1.15K
|
5.6K
$435K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11K- 18.4% |
$777K - $846K
|
48.9K
$3.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.45K+ 0.3% |
$172K - $188K
|
814K
$63.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-409- 10.06% |
$28.9K - $31.4K
|
3.66K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14- 0.03% |
$988 - $1.08K
|
41.5K
$3.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13+ 0.17% |
$917 - $999
|
7.68K
$596K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.11KNew |
$290K - $316K
|
4.11K
$319K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.47% |
$212 - $230
|
637
$49.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-9- 0.02% |
$635 - $691
|
47.6K
$3.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-801- 7.38% |
$56.5K - $61.5K
|
10.1K
$781K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-78- 2.25% |
$5.5K - $5.99K
|
3.38K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.7K+ 173.75% |
$1.6M - $1.74M
|
35.7K
$2.77M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
194New |
$13.7K - $14.9K
|
194
$15.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.44K- 3.94% |
$102K - $111K
|
35.2K
$2.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.38K- 2.12% |
$97.5K - $106K
|
63.7K
$4.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
957+ 911.43% |
$67.5K - $73.5K
|
1.06K
$82.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.7K- 0.43% |
$120K - $131K
|
396K
$30.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
177+ 0.5% |
$12.5K - $13.6K
|
35.6K
$2.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-828- 16.22% |
$58.4K - $63.6K
|
4.28K
$332K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
208New |
$14.7K - $16K
|
208
$16.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.8KNew |
$339K - $369K
|
4.8K
$373K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.1K- 54.93% |
$1.77M - $1.93M
|
20.6K
$1.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-269- 3.07% |
$19K - $20.7K
|
8.49K
$659K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.28K- 44.06% |
$161K - $175K
|
2.9K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.71% |
$70.5 - $76.8
|
142
$11K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.2K+ 4.56% |
$930K - $1.01M
|
302K
$23.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
319+ 0.26% |
$22.5K - $24.5K
|
121K
$9.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21+ 0.53% |
$1.48K - $1.61K
|
3.95K
$307K
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
31.2KNew |
$2.2M - $2.39M
|
31.2K
$2.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-52- 1.03% |
$3.67K - $4K
|
5K
$388K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
607+ 4.72% |
$42.8K - $46.6K
|
13.5K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.39KNew |
$521K - $568K
|
7.39K
$574K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$70.5 - $76.8
|
14.1K
$1.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
369New |
$26K - $28.4K
|
369
$28.6K
|
|