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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q1 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
19.6KNew |
$873K - $968K
|
19.6K
$1.33M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
4.4KNew |
$196K - $218K
|
4.4K
$299K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
626+ 18.04% |
$27.9K - $31K
|
4.1K
$278K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
175KNew |
$7.43M - $8.47M
|
175K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.75KNew |
$117K - $133K
|
2.75K
$187K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
502New |
$21.3K - $24.3K
|
502
$34.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.14% |
$42.5 - $48.4
|
699
$47.5K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.9KNew |
$1.35M - $1.67M
|
30.9K
$2.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.03KNew |
$45.1K - $55.6K
|
1.03K
$70K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
15.2K+ 100.0% |
$755K - $849K
|
30.4K
$2.06M
|
|
|
Apr 15, 2022
Q1 2022
|
Regis Management CO LLC
|
BUY
|
- |
9.78K+ 100.0% |
$486K - $547K
|
19.6K
$1.33M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
8.65K+ 100.0% |
$430K - $483K
|
17.3K
$1.17M
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.78K+ 100.0% |
$337K - $379K
|
13.6K
$921K
|
|
|
May 16, 2022
Q1 2022
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
3.3K+ 100.0% |
$164K - $185K
|
6.6K
$448K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.07K+ 100.0% |
$53.3K - $59.9K
|
2.14K
$146K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
886+ 98.88% |
$44K - $49.5K
|
1.78K
$121K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
731+ 100.0% |
$36.3K - $40.9K
|
1.46K
$99.3K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
634+ 100.0% |
$31.5K - $35.5K
|
1.27K
$86.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
385+ 49.04% |
$19.1K - $21.5K
|
1.17K
$79.5K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
200+ 100.0% |
$9.94K - $11.2K
|
400
$27.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
200+ 100.0% |
$9.94K - $11.2K
|
400
$27.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
173+ 100.0% |
$8.6K - $9.67K
|
346
$23.5K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
116+ 100.0% |
$5.76K - $6.49K
|
232
$15.8K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
114New |
$5.66K - $6.37K
|
114
$7.75K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
100+ 100.0% |
$4.97K - $5.59K
|
200
$13.6K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
65New |
$3K - $3.23K
|
65
$4.42K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
340New |
$11.7K - $13.1K
|
340
$23.1K
|
|
| Q2 2018 | |||||||
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2+ 0.33% |
N/A
|
615
$41.8K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2New |
N/A
|
2
$136
|
|