Latest Institutional Transactions on Proshares Ultra Financials (UYG)
This table provides information on the latest institutional transactions involving Proshares Ultra Financials (UYG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.1KNew |
$144K - $201K
|
2.1K
$195K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7K+ 25.18% |
$480K - $669K
|
34.8K
$3.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
480+ 53.33% |
$32.9K - $45.9K
|
1.38K
$128K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-180- 37.5% |
$12.3K - $17.2K
|
300
$27.9K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.74KNew |
$141K - $172K
|
1.74K
$162K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-347- 8.94% |
$28K - $34.3K
|
3.53K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
614+ 8.57% |
$49.6K - $60.6K
|
7.78K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-309- 82.62% |
$25K - $30.5K
|
65
$6.05K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-3.39K- 88.58% |
$274K - $335K
|
437
$40.7K
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
899+ 21.92% |
$72.7K - $88.7K
|
5K
$465K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.5K- 50.0% |
$121K - $148K
|
1.5K
$140K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-30- 0.79% |
$2.42K - $2.96K
|
3.77K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-547- 19.51% |
$44.2K - $54K
|
2.26K
$210K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3.6K+ 150.0% |
$291K - $355K
|
6K
$559K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
420New |
$33.9K - $41.5K
|
420
$39.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
492+ 10.96% |
$39.8K - $48.6K
|
4.98K
$464K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
2.41KNew |
$195K - $238K
|
2.41K
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2.26KNew |
$182K - $223K
|
2.26K
$210K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.95K+ 30.26% |
$222K - $286K
|
12.7K
$1.18M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
5New |
$375 - $484
|
5
$465
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-279- 9.71% |
$21K - $27K
|
2.59K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.3KNew |
$770K - $991K
|
10.3K
$954K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.46KNew |
$185K - $238K
|
2.46K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5- 0.08% |
$375 - $484
|
6.14K
$572K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.54KNew |
$191K - $245K
|
2.54K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.4KNew |
$180K - $232K
|
2.4K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.52KNew |
$189K - $244K
|
2.52K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
400New |
$30K - $38.7K
|
400
$37.2K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-43- 40.19% |
$2.7K - $3.35K
|
64
$5.96K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1K+ 33.33% |
$62.7K - $77.9K
|
4K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6K- 36.92% |
$376K - $467K
|
10.3K
$954K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-25- 11.11% |
$1.57K - $1.95K
|
200
$18.6K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.86KNew |
$179K - $223K
|
2.86K
$266K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.2KNew |
$75.3K - $93.5K
|
1.2K
$112K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3KNew |
$188K - $234K
|
3K
$279K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.07KNew |
$192K - $239K
|
3.07K
$286K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
257New |
$15.4K - $17.6K
|
257
$23.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
846New |
$50.8K - $58K
|
846
$78.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
372New |
$22.3K - $25.5K
|
372
$34.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
75New |
$4.5K - $5.14K
|
75
$6.98K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-350- 14.34% |
$21K - $24K
|
2.09K
$195K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
300New |
$18K - $20.6K
|
300
$27.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.4KNew |
$324K - $370K
|
5.4K
$503K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
14.6KNew |
$877K - $1M
|
14.6K
$1.36M
|
|
| Q1 2024 | |||||||
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
3.51KNew |
$189K - $240K
|
3.51K
$327K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
25.1KNew |
$1.35M - $1.71M
|
25.1K
$2.33M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-250- 13.51% |
$13.4K - $17.1K
|
1.6K
$149K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.62KNew |
$195K - $247K
|
3.62K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
9.06KNew |
$487K - $619K
|
9.06K
$843K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$53.7 - $68.3
|
1
$93.1
|
|