Purchases and Sales Made in Q4 2024 in Proshares Large Cap Core Plus (CSM)
This table provides information about the institutional ownership of Proshares Large Cap Core Plus (CSM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-715- 13.63% |
$46.2K - $49.3K
|
4.53K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-921- 0.12% |
$59.5K - $63.6K
|
780K
$49.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.1K- 7.3% |
$71K - $75.9K
|
14K
$887K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.11K- 15.36% |
$71.8K - $76.8K
|
6.13K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.31K- 2.39% |
$149K - $159K
|
94.3K
$5.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.34K- 3.38% |
$151K - $161K
|
66.9K
$4.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-6.19K- 6.0% |
$400K - $427K
|
97K
$6.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.35K- 7.9% |
$539K - $576K
|
97.4K
$6.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.69K- 17.76% |
$561K - $600K
|
40.2K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.4K- 3.18% |
$1.83M - $1.96M
|
865K
$54.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-90.1K- 23.25% |
$5.82M - $6.22M
|
297K
$18.9M
|