Purchases and Sales Made in Q4 2023 in Proshares Tr S&P Midcap 400 Di (REGL)
This table provides information about the institutional ownership of Proshares Tr S&P Midcap 400 Di (REGL) during Q4 2023. The information is specifically focused on institutions that hold shares of PROSHARES TR S&P MIDCAP 400 DI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-198- 0.67% |
$12.6K - $14.7K
|
29.5K
$2.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-215- 7.24% |
$13.7K - $16K
|
2.76K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-234- 1.2% |
$14.9K - $17.4K
|
19.3K
$1.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-245- 7.42% |
$15.6K - $18.2K
|
3.06K
$251K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-277- 3.95% |
$17.7K - $20.6K
|
6.73K
$553K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-309- 5.25% |
$19.7K - $22.9K
|
5.57K
$458K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-311- 7.66% |
$19.8K - $23.1K
|
3.75K
$308K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-329- 4.27% |
$21K - $24.4K
|
7.37K
$605K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-376- 27.23% |
$24K - $27.9K
|
1.01K
$82.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-500- 11.3% |
$31.9K - $37.1K
|
3.92K
$322K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-595- 4.98% |
$37.9K - $44.2K
|
11.4K
$932K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-642- 8.03% |
$40.9K - $47.6K
|
7.35K
$603K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-664- 16.07% |
$42.3K - $49.3K
|
3.47K
$285K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-664- 15.05% |
$42.3K - $49.3K
|
3.75K
$308K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-691- 12.2% |
$44K - $51.3K
|
4.97K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-818- 5.59% |
$52.1K - $60.7K
|
13.8K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.03K- 6.5% |
$65.9K - $76.7K
|
14.9K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.1K- 21.31% |
$70.1K - $81.6K
|
4.06K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.17K- 16.24% |
$74.5K - $86.8K
|
6.03K
$495K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.19K- 19.26% |
$76K - $88.5K
|
5K
$410K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.23K- 1.38% |
$78.4K - $91.4K
|
87.7K
$7.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.24K- 9.3% |
$78.9K - $91.9K
|
12.1K
$991K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.29K- 6.15% |
$82.5K - $96K
|
19.7K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.41K- 1.2% |
$89.5K - $104K
|
116K
$9.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.43K- 11.45% |
$91.4K - $106K
|
11.1K
$911K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.45K- 27.03% |
$92.1K - $107K
|
3.9K
$320K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.53K- 0.77% |
$97.3K - $113K
|
196K
$16.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.7K- 10.59% |
$108K - $126K
|
14.3K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.78K- 57.79% |
$113K - $132K
|
1.3K
$107K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-2.01K- 13.25% |
$128K - $149K
|
13.2K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.15K- 3.84% |
$137K - $160K
|
53.9K
$4.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.2K- 1.28% |
$140K - $163K
|
170K
$13.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.25K- 9.19% |
$143K - $167K
|
22.2K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.5K- 3.45% |
$159K - $186K
|
70K
$5.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.58K- 19.14% |
$165K - $192K
|
10.9K
$896K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.87K- 45.53% |
$183K - $213K
|
3.44K
$282K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.09K- 5.53% |
$197K - $229K
|
52.7K
$4.33M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.1K- 67.8% |
$197K - $230K
|
1.47K
$121K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.3K- 21.28% |
$210K - $245K
|
12.2K
$1M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-3.43K- 70.62% |
$218K - $254K
|
1.43K
$117K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.72K- 30.12% |
$237K - $276K
|
8.63K
$708K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.24K- 14.68% |
$270K - $315K
|
24.7K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.38K- 53.79% |
$279K - $325K
|
3.77K
$309K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4.57K- 19.98% |
$291K - $339K
|
18.3K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.59K- 25.25% |
$292K - $340K
|
13.6K
$1.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.65K- 7.69% |
$296K - $345K
|
55.8K
$4.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.77K- 17.2% |
$304K - $354K
|
23K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.4K- 72.68% |
$472K - $549K
|
2.78K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-7.45K- 34.98% |
$475K - $553K
|
13.8K
$1.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-9.13K- 4.56% |
$582K - $678K
|
191K
$15.7M
|