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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11+ 0.17% |
$776 - $845
|
6.48K
$503K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-77- 0.15% |
$5.43K - $5.92K
|
52.3K
$4.06M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22.6K- 11.33% |
$1.59M - $1.73M
|
176K
$13.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-264- 2.56% |
$18.6K - $20.3K
|
10K
$779K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.21K- 42.59% |
$85.6K - $93.2K
|
1.64K
$127K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-332- 1.66% |
$23.4K - $25.5K
|
19.7K
$1.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
3.2KNew |
$226K - $246K
|
3.2K
$249K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.05% |
$212 - $230
|
6.13K
$476K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-44- 35.48% |
$3.1K - $3.38K
|
80
$6.21K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.13K- 5.75% |
$221K - $240K
|
51.2K
$3.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.25K+ 39.57% |
$88.2K - $96K
|
4.41K
$342K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-157- 1.24% |
$11.1K - $12.1K
|
12.5K
$967K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.22% |
$70.5 - $76.8
|
457
$35.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4+ 0.02% |
$282 - $307
|
17.3K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.49% |
$70.5 - $76.8
|
207
$16.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-55- 2.0% |
$3.88K - $4.23K
|
2.69K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
16.3K+ 119.1% |
$1.15M - $1.25M
|
30K
$2.33M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-76- 2.18% |
$5.36K - $5.84K
|
3.41K
$265K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
SELL
|
- |
-1.01K- 25.94% |
$71.4K - $77.8K
|
2.89K
$224K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.32K- 5.62% |
$234K - $255K
|
55.8K
$4.33M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.09KNew |
$147K - $161K
|
2.09K
$162K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.91K- 34.81% |
$502K - $628K
|
16.7K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.11% |
$282 - $352
|
4.54K
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.4K- 50.0% |
$248K - $310K
|
4.4K
$341K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.85KNew |
$160K - $200K
|
2.85K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
296+ 1.0% |
$16.7K - $20.9K
|
30K
$2.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
190New |
$10.7K - $13.4K
|
190
$14.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.18K- 2.77% |
$66.4K - $83.1K
|
41.4K
$3.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-376- 6.5% |
$21.2K - $26.5K
|
5.41K
$420K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
181New |
$10.2K - $12.8K
|
181
$14.1K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.32% |
$113 - $141
|
621
$48.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.9KNew |
$163K - $204K
|
2.9K
$225K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-3.29K- 16.0% |
$185K - $232K
|
17.3K
$1.34M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.6KNew |
$666K - $731K
|
10.6K
$820K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
16.4KNew |
$1.03M - $1.13M
|
16.4K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
352New |
$22.2K - $24.3K
|
352
$27.3K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.61KNew |
$353K - $388K
|
5.61K
$436K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-40- 0.91% |
$2.52K - $2.77K
|
4.34K
$337K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-111- 2.52% |
$6.99K - $7.67K
|
4.3K
$334K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
92New |
$5.8K - $6.36K
|
92
$7.14K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
8.67KNew |
$560K - $598K
|
8.67K
$673K
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
3.69KNew |
$238K - $254K
|
3.69K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-300- 2.79% |
$19.4K - $20.7K
|
10.5K
$812K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
34New |
$2.2K - $2.35K
|
34
$2.64K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
520New |
$33.6K - $35.9K
|
520
$40.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
800New |
$51.7K - $55.2K
|
800
$62.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
800New |
$51.7K - $55.2K
|
800
$62.1K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$58.6 - $65.4
|
13.9K
$1.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
63.1KNew |
$3.7M - $4.12M
|
63.1K
$4.9M
|
|