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ProShares Large Cap Core Plus (CSM) Institutional Ownership

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$58.16
-0.18 (-0.31%)
(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for ProShares Large Cap Core Plus (BATS:CSM)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$25.14M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$53.50M
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CSM Institutional Buying and Selling by Quarter

ProShares Large Cap Core Plus Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Cambridge Investment Research Advisors Inc.80,669$4.90M0.0%+8.8%1.108%
4/24/2024Leavell Investment Management Inc.20,846$1.27M0.1%-17.4%0.286%
4/18/2024 SeaCrest Wealth Management LLC9,714$590K0.1%-29.5%0.133%
4/18/2024 Diversified Trust Co4,800$292K0.0%N/A0.066%
4/10/2024 Legacy Private Trust Co.100,614$6.11M0.4%-1.2%1.272%
4/5/2024 Capital Market Strategies LLC20,886$1.27M1.0%-7.6%0.264%
3/15/2024B. Riley Wealth Advisors Inc.273,319$14.97M0.4%-31.5%3.455%
2/12/2024Focus Financial Network Inc. ADV4,138$227K0.0%N/A0.052%
2/12/2024Stifel Financial Corp96,273$5.27M0.0%+15.4%1.217%
2/9/2024Wells Fargo & Company MN294,953$16.16M0.0%+14.5%3.729%
2/9/2024Thoroughbred Financial Services LLC15,314$838K0.1%-3.5%0.194%
2/8/2024 Apexium Financial LP132,890$7.28M0.5%-21.8%1.680%
2/8/2024Pacific Sun Financial Corp3,900$214K0.1%N/A0.049%
2/6/2024 Wealthcare Advisory Partners LLC3,690$202K0.0%-25.3%0.047%
2/6/2024Axxcess Wealth Management LLC4,295$235K0.0%-19.4%0.054%
1/31/2024Onyx Bridge Wealth Group LLC125,740$6.89M1.4%-0.8%1.590%
1/31/2024 Wetzel Investment Advisors Inc.2,330$128K0.1%N/A0.029%
1/29/2024Consolidated Portfolio Review Corp12,465$683K0.2%-8.4%0.158%
1/26/2024Cerity Partners LLC29,414$1.61M0.0%-3.2%0.372%
1/25/2024Mainstay Capital Management LLC ADV5,085$279K0.1%-12.1%0.064%
1/16/2024 Raymond James Financial Services Advisors Inc.29,840$1.63M0.0%+10.5%0.377%
1/16/2024 Raymond James & Associates13,091$717K0.0%+34.2%0.165%
1/12/2024Mutual Advisors LLC64,135$3.51M0.1%-58.1%0.811%
1/11/2024 Patten Group Inc.5,249$287K0.1%-18.8%0.066%
1/9/2024 Capital Asset Advisory Services LLC4,295$235K0.0%-18.3%0.054%
1/8/2024Gill Capital Partners LLC77,633$4.25M1.8%-7.9%0.981%
1/8/2024 Capital Market Strategies LLC22,611$1.24M1.1%-1.2%0.286%
1/5/2024WealthPLAN Partners LLC7,841$429K0.0%-23.7%0.099%
12/1/2023B. Riley Wealth Advisors Inc.398,841$19.47M0.5%+33.1%5.042%
11/15/2023WealthPlan Investment Management LLC10,281$502K0.1%N/A0.130%
11/15/2023Axxcess Wealth Management LLC5,326$260K0.0%N/A0.067%
11/14/2023Mutual Advisors LLC153,112$7.47M0.3%+49.1%1.936%
11/13/2023Kayne Anderson Rudnick Investment Management LLC809,269$39.50M0.1%-1.2%10.231%
11/13/2023Stifel Financial Corp83,419$4.07M0.0%+3.4%1.055%
11/13/2023LPL Financial LLC175,596$8.57M0.0%+1.0%2.220%
11/13/2023Bison Wealth LLC11,131$543K0.1%+2.8%0.141%
11/13/2023Clearstead Advisors LLC6,900$337K0.0%+1,625.0%0.087%
11/13/2023Envestnet Asset Management Inc.172,264$8.41M0.0%-1.4%2.178%
11/13/2023Kestra Advisory Services LLC12,598$615K0.0%+10.4%0.159%
11/9/2023UBS Group AG56,154$2.74M0.0%-37.7%0.710%
At first glance, this chart looks like nonsense… (Ad)

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But if you want the stock with “Hotspot Dates” hitting NEXT WEEK…
11/8/2023Oppenheimer & Co. Inc.4,474$218K0.0%-15.2%0.057%
11/7/2023Merit Financial Group LLC12,715$621K0.0%-21.0%0.161%
11/7/2023Clearstead Advisors LLC6,900$337K0.0%+1,625.0%0.087%
11/2/2023WealthPlan Investment Management LLC10,281$502K0.1%N/A0.130%
10/30/2023Navis Wealth Advisors LLC8,546$417K0.6%+3.5%0.108%
10/25/2023Gill Capital Partners LLC84,283$4.11M1.8%-4.7%1.066%
10/25/2023 Apexium Financial LP169,878$8.29M0.8%-5.1%2.148%
10/24/2023Bank of New York Mellon Corp155,607$7.60M0.0%-5.4%1.967%
10/24/2023 Raymond James & Associates9,758$476K0.0%-5.1%0.123%
10/24/2023Cambridge Investment Research Advisors Inc.74,272$3.63M0.0%-1.9%0.939%
10/23/2023Commonwealth Equity Services LLC22,015$1.08M0.0%-1.7%0.278%
10/18/2023 Capital Market Strategies LLC22,878$1.10M0.9%-1.7%0.289%
10/18/2023 Capital Asset Advisory Services LLC5,260$262K0.0%-7.5%0.066%
10/16/2023Leavell Investment Management Inc.25,246$1.23M0.1%-3.1%0.319%
10/12/2023 Wealthcare Advisory Partners LLC4,939$241K0.0%-6.8%0.062%
10/12/2023 SeaCrest Wealth Management LLC13,858$676K0.1%-2.7%0.175%
10/11/2023 Legacy Private Trust Co.101,796$4.97M0.4%-1.3%1.287%
10/11/2023AE Wealth Management LLC66,580$3.25M0.0%+12.7%0.842%
9/12/2023Prosperity Financial Group Inc.12,203$623K0.5%-1.9%0.154%
8/14/2023 Apexium Financial LP178,967$9.13M0.8%+21.2%2.263%
8/14/2023Bison Wealth LLC10,825$552K0.1%N/A0.137%
8/14/2023Eqis Capital Management Inc.46,100$2.35M0.3%-2.6%0.583%
8/11/2023Kayne Anderson Rudnick Investment Management LLC818,757$41.74M0.1%-1.8%10.351%
8/11/2023Kestra Advisory Services LLC11,413$582K0.0%-23.8%0.144%
8/10/2023Osaic Holdings Inc.97,392$4.97M0.0%-1.2%1.231%
8/10/2023Cetera Advisor Networks LLC7,858$401K0.0%-4.0%0.099%
8/4/2023Envestnet Asset Management Inc.174,683$8.91M0.0%-21.1%1.999%
8/3/2023Thoroughbred Financial Services LLC15,695$800K0.1%-9.8%0.180%
8/3/2023Bank of New York Mellon Corp164,416$8.39M0.0%-5.5%1.881%
8/3/2023Oppenheimer & Co. Inc.5,274$269K0.0%-9.4%0.060%
8/2/2023 Capital Asset Advisory Services LLC5,687$295K0.0%-7.5%0.065%
8/2/2023Bank of Montreal Can2,144$109K0.0%N/A0.025%
8/1/2023Truist Financial Corp5,149$263K0.0%-75.7%0.059%
8/1/2023Merit Financial Group LLC16,094$821K0.0%-8.0%0.184%
7/31/2023LPL Financial LLC173,845$8.87M0.0%-67.1%1.989%
7/31/2023Mutual Advisors LLC102,660$5.24M0.2%+6.5%1.175%
7/28/2023Waterfront Wealth Inc.101,900$5.37M1.6%+5.1%1.166%
7/27/2023B. Riley Wealth Advisors Inc.299,674$15.29M0.3%-10.4%3.429%
7/27/2023J.W. Cole Advisors Inc.5,231$267K0.0%-5.4%0.060%
7/25/2023 Raymond James Financial Services Advisors Inc.27,045$1.38M0.0%+0.7%0.309%
7/25/2023 Raymond James & Associates10,278$524K0.0%-23.7%0.118%
7/25/2023Onyx Bridge Wealth Group LLC126,783$6.47M1.5%N/A1.451%
7/19/2023Gill Capital Partners LLC88,469$4.51M1.9%-4.5%1.012%
7/19/2023Leavell Investment Management Inc.26,058$1.33M0.1%-1.5%0.298%
7/14/2023 SeaCrest Wealth Management LLC14,238$726K0.1%+3.1%0.163%
7/13/2023 RDA Financial Network4,449$227K0.1%-9.4%0.051%
7/13/2023Cambridge Investment Research Advisors Inc.75,724$3.86M0.0%-2.8%0.866%
7/10/2023AE Wealth Management LLC59,092$3.02M0.0%+6.7%0.676%
7/7/2023 Legacy Private Trust Co.103,098$5.26M0.4%-1.2%1.180%
7/6/2023 Capital Market Strategies LLC23,278$1.19M1.1%-2.5%0.266%
At first glance, this chart looks like nonsense… (Ad)

We can isolate the most bullish dates to buy Netflix each and every year… That’s why one former hedge fund manager calls these dates… “Hotspot Dates”

But if you want the stock with “Hotspot Dates” hitting NEXT WEEK…
5/17/2023B. Riley Wealth Advisors Inc.334,289$15.94M0.4%-13.6%3.825%
5/17/2023 Apexium Financial LP147,657$7.04M0.7%-19.2%1.689%
5/12/2023 Capital Asset Advisory Services LLC6,145$293K0.0%-38.9%0.067%
5/12/2023 Capital Market Strategies LLC23,878$1.14M2.0%-2.5%0.259%
5/12/2023Navis Wealth Advisors LLC8,388$400K0.4%N/A0.091%
5/11/2023Consolidated Portfolio Review Corp13,557$646K0.2%N/A0.147%
5/11/2023Cambridge Investment Research Advisors Inc.77,900$3.71M0.0%-12.3%0.845%
5/11/2023Envestnet Asset Management Inc.221,379$10.55M0.0%-21.8%2.401%
5/10/2023Oppenheimer & Co. Inc.5,818$277K0.0%+4.2%0.063%
5/10/2023LPL Financial LLC527,886$25.17M0.0%-1.8%5.725%
(Data available from 1/1/2016 forward)

CSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CSM shares?

During the previous two years, 75 institutional investors and hedge funds held shares of ProShares Large Cap Core Plus. The most heavily invested institutionals were Kayne Anderson Rudnick Investment Management LLC ($39.50M), Wells Fargo & Company MN ($16.16M), B. Riley Wealth Advisors Inc. ($14.97M), B. Riley Wealth Management Inc. ($14.93M), LPL Financial LLC ($8.57M), Envestnet Asset Management Inc. ($8.41M), and Bank of New York Mellon Corp ($7.60M).Learn more on CSM's institutional investors.

Which institutional investors have been buying ProShares Large Cap Core Plus stock?

Of the 62 institutional investors that purchased ProShares Large Cap Core Plus stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: B. Riley Wealth Advisors Inc. ($439.83K), Envestnet Asset Management Inc. ($274.92K), B. Riley Wealth Management Inc. ($185.31K), Onyx Bridge Wealth Group LLC ($126.78K), Mutual Advisors LLC ($101.76K), LPL Financial LLC ($98.12K), and Cambridge Investment Research Advisors Inc. ($58.06K).

How much institutional buying is happening at ProShares Large Cap Core Plus?

Institutional investors have bought a total of 1,840,869 shares in the last 24 months. This purchase volume represents approximately $88.46M in transactions.

Which ProShares Large Cap Core Plus major shareholders have been selling company stock?

Of the 43 institutional investors that sold ProShares Large Cap Core Plus stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($363.52K), B. Riley Wealth Advisors Inc. ($214.69K), Envestnet Asset Management Inc. ($129.14K), Mutual Advisors LLC ($119.06K), Apexium Financial LP ($81.27K), UBS Group AG ($59.90K), and Truist Financial Corp ($40.58K).

How much institutional selling is happening at ProShares Large Cap Core Plus?

Institutional investors have sold a total of 1,224,167 shares in the last 24 months. This volume of shares sold represents approximately $61.63M in transactions.


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This page (BATS:CSM) was last updated on 4/25/2024 by MarketBeat.com Staff

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