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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2020
Q1 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-3.64KClosed |
$93.6K - $147K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11KClosed |
$282K - $442K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Sound Income Strategies, LLC
|
SELL
|
- |
-29Closed |
$745 - $1.17K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.02KClosed |
$69.5K - $78.1K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
340New |
$11.7K - $13.1K
|
340
$26.4K
|
|
|
Jan 07, 2020
Q4 2019
|
Pacific Financial Group Inc
|
SELL
|
- |
-7.73KClosed |
$266K - $299K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 06, 2019
Q3 2019
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.9KClosed |
$137K - $140K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-30Closed |
$1.06K - $1.08K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-200Closed |
$7.05K - $7.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.58KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-1.78KClosed |
N/A
|
0
$0
|
|
|
Jul 16, 2019
Q2 2019
|
Gradient Investments LLC
|
SELL
|
- |
-82Closed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-338Closed |
N/A
|
0
$0
|
|
|
Jul 11, 2019
Q2 2019
|
Spinnaker Trust
|
SELL
|
- |
-13.5KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-436Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Covington Capital Management
|
SELL
|
- |
-765Closed |
N/A
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Burt Wealth Advisors
|
SELL
|
- |
-1.03KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.54KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-2.8KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.9KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Lincoln National Corp
|
SELL
|
- |
-4.97KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Fluent Financial, LLC
|
SELL
|
- |
-63KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.1KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-418Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-5.83KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-391Closed |
N/A
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-65Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Fifth Third Bancorp
|
SELL
|
- |
-414Closed |
N/A
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2+ 0.33% |
N/A
|
615
$47.7K
|
|
| Q1 2018 | |||||||
|
May 16, 2018
Q1 2018
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-4.82KClosed |
N/A
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.86KClosed |
N/A
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Rothschild Investment Corp
|
SELL
|
- |
-17.8KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 30, 2018
Q4 2017
|
Hudock, Inc.
|
SELL
|
- |
-6Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2New |
N/A
|
2
$155
|
|