Purchases and Sales Made in Q4 2022 in Proshares Large Cap Core Plus (CSM)

CSM Quotes by TradingView

This table provides information about the institutional ownership of Proshares Large Cap Core Plus (CSM) during Q4 2022. 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
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
175K
New
$7.43M - $8.47M
175K $11.8M
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
43.9K
+ 43.91%
$1.86M - $2.13M
144K $9.74M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
21.3K
+ 4.12%
$903K - $1.03M
537K $36.3M
Feb 14, 2023 Q4 2022
Apexium Financial, LP

BUY
 -
15.8K
+ 9.47%
$672K - $766K
183K $12.4M
Sep 12, 2023 Q4 2022
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
14.8K
New
$627K - $715K
14.8K $999K
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
10.4K
+ 10.7%
$440K - $502K
107K $7.26M
Sep 12, 2023 Q4 2022
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
7.54K
New
$320K - $365K
7.54K $510K
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
6.29K
+ 25.95%
$267K - $304K
30.5K $2.06M
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
5.64K
New
$240K - $273K
5.64K $382K
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
5.58K
New
$237K - $270K
5.58K $378K
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
4.64K
New
$197K - $224K
4.64K $314K
Feb 14, 2023 Q4 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
4.61K
New
$196K - $223K
4.61K $312K
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
4.58K
New
$194K - $222K
4.58K $310K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
3.2K
New
$136K - $155K
3.2K $217K
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
3.02K
+ 6.35%
$128K - $146K
50.7K $3.43M
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.75K
New
$117K - $133K
2.75K $186K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
1.06K
+ 22.31%
$44.8K - $51.1K
5.78K $391K
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
636
+ 1.91%
$27K - $30.8K
34K $2.3M
Feb 14, 2023 Q4 2022
Silicon Valley Capital Partners

BUY
 -
617
New
$26.2K - $29.9K
617 $41.7K
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
551
+ 2.57%
$23.4K - $26.7K
22K $1.49M
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
513
+ 3.57%
$21.8K - $24.8K
14.9K $1.01M
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
502
New
$21.3K - $24.3K
502 $34K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
109
+ 2.3%
$4.63K - $5.28K
4.85K $328K
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
47
+ 0.89%
$2K - $2.27K
5.3K $358K
Mar 08, 2023 Q4 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
24
+ 0.24%
$1.02K - $1.16K
10.1K $680K
Feb 15, 2023 Q4 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
14
+ 0.14%
$594 - $678
10.4K $701K
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

BUY
 -
6
+ 0.11%
$255 - $290
5.52K $373K
Feb 06, 2023 Q4 2022
Jnba Financial Advisors

BUY
 -
4
+ 0.39%
$170 - $194
1.03K $69.9K
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3
+ 0.04%
$127 - $145
8.18K $553K
Aug 13, 2024 Q4 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
1
+ 0.36%
$42.5 - $48.4
275 $18.6K
Jan 27, 2023 Q4 2022
West Branch Capital LLC

BUY
 -
1
+ 0.31%
$42.5 - $48.4
321 $21.7K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
1
+ 0.14%
$42.5 - $48.4
699 $47.3K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 13, 2023 Q4 2022
Merit Financial Group, LLC

SELL
 -
-23
- 0.13%
$976 - $1.11K
17.5K $1.18M
Feb 13, 2023 Q4 2022
Us Bancorp \De\

SELL
 -
-51
- 22.77%
$2.16K - $2.47K
173 $11.7K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-64
- 1.13%
$2.72K - $3.1K
5.61K $380K
Feb 14, 2023 Q4 2022
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-97
- 0.19%
$4.12K - $4.69K
50.8K $3.44M
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-98
- 1.71%
$4.16K - $4.74K
5.65K $382K
Feb 15, 2023 Q4 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-150
- 4.84%
$6.37K - $7.26K
2.95K $200K
Jan 06, 2023 Q4 2022
Legacy Private Trust Co.

SELL
 -
-168
- 0.16%
$7.13K - $8.13K
106K $7.19M
Feb 15, 2023 Q4 2022
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-203
- 1.34%
$8.62K - $9.83K
14.9K $1.01M
Jan 10, 2023 Q4 2022
Rda Financial Network

SELL
 -
-284
- 5.36%
$12.1K - $13.7K
5.01K $339K
Jan 12, 2023 Q4 2022
Gill Capital Partners, LLC

Denver, CO
SELL
 -
-312
- 0.32%
$13.2K - $15.1K
96.5K $6.53M
Mar 15, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-351
- 0.09%
$14.9K - $17K
387K $26.2M
Jan 17, 2023 Q4 2022
Capital Market Strategies LLC

SELL
 -
-400
- 1.61%
$17K - $19.4K
24.5K $1.66M
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-469
- 1.64%
$19.9K - $22.7K
28.2K $1.9M
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-824
- 0.21%
$35K - $39.9K
387K $26.2M
Feb 14, 2023 Q4 2022
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-1.02K
- 6.85%
$43.1K - $49.2K
13.8K $934K
Feb 07, 2023 Q4 2022
Thoroughbred Financial Services, LLC

SELL
 -
-1.09K
- 5.24%
$46.3K - $52.8K
19.7K $1.33M

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