Purchases and Sales Made in Q1 2024 in Proshares Large Cap Core Plus (CSM)
This table provides information about the institutional ownership of Proshares Large Cap Core Plus (CSM) during Q1 2024. The information is specifically focused on institutions that hold shares of PROSHARES LARGE CAP CORE PLUS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.48K- 2.28% |
$133K - $150K
|
106K
$7.19M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.5K- 6.35% |
$188K - $212K
|
51.6K
$3.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.07K- 29.52% |
$219K - $247K
|
9.71K
$657K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.12K- 14.88% |
$222K - $250K
|
23.6K
$1.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.4K- 17.43% |
$237K - $267K
|
20.8K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.91K- 0.57% |
$265K - $298K
|
856K
$57.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.91K- 0.57% |
$265K - $298K
|
856K
$57.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-5.55K- 4.18% |
$299K - $337K
|
127K
$8.61M
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-7.37K- 9.5% |
$397K - $448K
|
70.3K
$4.75M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.63K- 1.0% |
$465K - $524K
|
856K
$57.9M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8.84K- 1.1% |
$476K - $537K
|
798K
$54M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.6K- 16.53% |
$572K - $644K
|
53.5K
$3.62M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.2K- 16.79% |
$1.57M - $1.77M
|
145K
$9.79M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-182K- 61.58% |
$9.79M - $11M
|
113K
$7.66M
|