Latest Institutional Purchases of Proshares Large Cap Core Plus (CSM)
This list provides information on the latest institutional transactions involving Proshares Large Cap Core Plus (CSM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
31.2KNew |
$2.2M - $2.39M
|
31.2K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.7K+ 173.75% |
$1.6M - $1.74M
|
35.7K
$2.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
16.3K+ 119.1% |
$1.15M - $1.25M
|
30K
$2.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.2K+ 4.56% |
$930K - $1.01M
|
302K
$23.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.39KNew |
$521K - $568K
|
7.39K
$574K
|
|
|
Nov 12, 2025
Q3 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
4.8KNew |
$339K - $369K
|
4.8K
$373K
|
|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.11KNew |
$290K - $316K
|
4.11K
$319K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
4K+ 3.95% |
$282K - $307K
|
105K
$8.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.6KNew |
$254K - $277K
|
3.6K
$279K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
3.2KNew |
$226K - $246K
|
3.2K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.45K+ 0.3% |
$172K - $188K
|
814K
$63.2M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.09KNew |
$147K - $161K
|
2.09K
$162K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.25K+ 39.57% |
$88.2K - $96K
|
4.41K
$342K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
957+ 911.43% |
$67.5K - $73.5K
|
1.06K
$82.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
607+ 4.72% |
$42.8K - $46.6K
|
13.5K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
599+ 0.52% |
$42.3K - $46K
|
117K
$9.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
369New |
$26K - $28.4K
|
369
$28.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
319+ 0.26% |
$22.5K - $24.5K
|
121K
$9.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
208New |
$14.7K - $16K
|
208
$16.1K
|
|
|
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
|
Kestra Advisory Services, LLC
|
BUY
|
- |
177+ 0.5% |
$12.5K - $13.6K
|
35.6K
$2.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
145New |
$10.2K - $11.1K
|
145
$11.3K
|
|
|
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 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
45+ 0.42% |
$3.17K - $3.46K
|
10.8K
$836K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21+ 0.53% |
$1.48K - $1.61K
|
3.95K
$307K
|
|
|
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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13+ 0.17% |
$917 - $999
|
7.68K
$596K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11+ 0.17% |
$776 - $845
|
6.48K
$503K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8+ 0.18% |
$564 - $615
|
4.4K
$341K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4+ 0.02% |
$282 - $307
|
17.3K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 0.47% |
$212 - $230
|
637
$49.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.05% |
$212 - $230
|
6.13K
$476K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.71% |
$70.5 - $76.8
|
142
$11K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$70.5 - $76.8
|
14.1K
$1.09M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.22% |
$70.5 - $76.8
|
457
$35.5K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.49% |
$70.5 - $76.8
|
207
$16.1K
|
|
| Q2 2025 | |||||||
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.9KNew |
$163K - $204K
|
2.9K
$225K
|
|
|
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
|
Global Retirement Partners, LLC
|
BUY
|
- |
190New |
$10.7K - $13.4K
|
190
$14.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
181New |
$10.2K - $12.8K
|
181
$14.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.11% |
$282 - $352
|
4.54K
$352K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.32% |
$113 - $141
|
621
$48.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
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
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.6KNew |
$666K - $731K
|
10.6K
$820K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.61KNew |
$353K - $388K
|
5.61K
$436K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
352New |
$22.2K - $24.3K
|
352
$27.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
92New |
$5.8K - $6.36K
|
92
$7.14K
|
|