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 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
640+ 6.03% |
$41.3K - $44.2K
|
11.3K
$729K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.76K+ 5.87% |
$113K - $121K
|
31.7K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.49% |
$64.6 - $69
|
206
$13.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-688- 1.24% |
$44.4K - $47.5K
|
54.7K
$3.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.34K- 3.38% |
$151K - $161K
|
66.9K
$4.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3- 0.02% |
$194 - $207
|
17.7K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-68- 1.48% |
$4.39K - $4.69K
|
4.52K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-107- 2.62% |
$6.91K - $7.39K
|
3.98K
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-55- 0.47% |
$3.55K - $3.8K
|
11.7K
$756K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-318- 0.33% |
$20.5K - $21.9K
|
97.5K
$6.31M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-183- 0.88% |
$11.8K - $12.6K
|
20.7K
$1.34M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.9K- 66.81% |
$815K - $909K
|
6.9K
$447K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-433- 5.34% |
$25.4K - $28.3K
|
7.67K
$497K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$58.6 - $65.4
|
13.9K
$899K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
63.1KNew |
$3.7M - $4.12M
|
63.1K
$4.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.72% |
$58.6 - $65.4
|
140
$9.07K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-130- 2.86% |
$7.62K - $8.5K
|
4.41K
$285K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-310- 63.27% |
$18.2K - $20.3K
|
180
$11.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
3.2KNew |
$188K - $209K
|
3.2K
$207K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-178- 0.63% |
$10.4K - $11.6K
|
28.3K
$1.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.76K+ 14.24% |
$162K - $181K
|
22.2K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-20- 2.22% |
$1.17K - $1.31K
|
881
$57K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
20.7K+ 414.28% |
$1.21M - $1.35M
|
25.7K
$1.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-155- 3.52% |
$9.09K - $10.1K
|
4.25K
$275K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.02K- 16.69% |
$58.5K - $63.6K
|
5.11K
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
260+ 0.88% |
$14.9K - $16.2K
|
29.7K
$1.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-556- 12.78% |
$31.8K - $34.6K
|
3.8K
$246K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-360- 9.23% |
$20.6K - $22.4K
|
3.54K
$229K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 1.92% |
$22.9K - $24.9K
|
20.4K
$1.32M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.31K- 15.99% |
$70.8K - $79.8K
|
6.91K
$447K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-365- 6.74% |
$19.7K - $22.2K
|
5.05K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.05K+ 76.07% |
$110K - $125K
|
4.75K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.14KNew |
$385K - $434K
|
7.14K
$463K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$67.3K - $75.8K
|
1.25K
$80.8K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.52KNew |
$189K - $214K
|
3.52K
$228K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
66New |
$3.56K - $4.01K
|
66
$4.27K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.07KNew |
$219K - $247K
|
4.07K
$263K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.46KNew |
$187K - $210K
|
3.46K
$224K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 0.19% |
$108 - $121
|
1.05K
$68K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
4.8KNew |
$259K - $292K
|
4.8K
$311K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
124New |
$6.68K - $7.53K
|
124
$8.03K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11K+ 16.53% |
$516K - $605K
|
77.6K
$5.02M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$187K - $220K
|
4K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.14KNew |
$194K - $227K
|
4.14K
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.03K- 19.36% |
$48.3K - $56.7K
|
4.3K
$278K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.33KNew |
$109K - $128K
|
2.33K
$151K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.15K- 8.42% |
$53.7K - $63K
|
12.5K
$807K
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-700- 12.1% |
$32.8K - $38.5K
|
5.09K
$329K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-200- 5.67% |
$9.37K - $11K
|
3.33K
$216K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
2+ 0.44% |
$93.7 - $110
|
456
$29.5K
|
|