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ProShares Short 7-10 Treasury (TBX) Institutional Ownership

$28.17
-0.11 (-0.39%)
(As of 09/16/2024 ET)

Institutional Ownership Changes (13F Filings) for ProShares Short 7-10 Treasury (NYSEARCA:TBX)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$1.11M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.59M
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TBX Institutional Buying and Selling by Quarter

ProShares Short 7-10 Treasury Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024Coppell Advisory Solutions Corp.35,351$1.03M0.2%N/A6.148%
5/16/2024 Jane Street Group LLC142,837$4.18M0.0%-21.0%24.841%
4/11/2024 First Affirmative Financial Network54,263$1.59M1.2%-2.2%5.426%
11/27/2023AllSquare Wealth Management LLC8,900$272K0.2%-58.8%0.890%
11/3/2023 ORG Partners LLC2,347$72K0.0%N/A0.235%
10/16/2023 First Affirmative Financial Network55,207$1.69M1.6%-3.2%5.521%
8/17/2023 Coppell Advisory Solutions LLC48,532$1.40M0.4%-43.8%4.853%
8/8/2023AllSquare Wealth Management LLC21,600$615K0.4%-4.4%2.160%
7/31/2023 LPL Financial LLC77,466$2.22M0.0%N/A7.747%
7/10/2023 First Affirmative Financial Network57,006$1.64M1.6%+1.0%4.560%
5/9/2023 Retirement Capital Strategies396,809$11.06M5.4%N/A25.114%
5/9/2023 Personal CFO Solutions LLC7,860$219K0.0%+4.8%0.497%
5/1/2023Truadvice LLC81,639$2.27M0.9%-13.2%5.167%
4/21/2023 Kovack Advisors Inc.10,000$279K0.0%-4.8%0.633%
4/11/2023 First Affirmative Financial Network56,451$1.57M1.8%-3.6%2.285%
3/6/2023 OLD Mission Capital LLC1,593$46K0.0%N/A0.062%
2/22/2023 Kovack Advisors Inc.10,500$301K0.0%-35.6%0.407%
2/17/2023Coppell Advisory Solutions Corp.7,160$205K0.1%N/A0.278%
2/13/2023 GeoWealth Management LLC342,673$9.82M1.0%+48.6%13.282%
2/8/2023 Belpointe Asset Management LLC28,844$826K0.0%+55.6%1.118%
2/8/2023Founders Financial Securities LLC19,247$551K0.1%+4.8%0.746%
2/8/2023 LFA Lugano Financial Advisors SA5,028$144K0.1%N/A0.195%
2/7/2023 Davidson Capital Management Inc.715,102$20.49M14.1%-24.8%27.717%
2/7/2023 LPL Financial LLC160,686$4.60M0.0%+11.8%6.228%
1/30/2023 Nadler Financial Group Inc.10,277$294K0.1%N/A0.398%
1/24/2023 Bullseye Investment Management LLC64,929$1.86M1.5%N/A2.361%
1/23/2023 First Affirmative Financial Network58,531$1.68M2.0%-3.4%2.068%
1/20/2023Truadvice LLC94,045$2.62M1.4%-10.6%2.967%
1/20/2023 Values First Advisors Inc.53,686$1.54M1.1%-38.1%1.694%
1/13/2023Dynamic Advisor Solutions LLC35,485$1.02M0.1%-1.2%1.224%
12/2/2022 Values First Advisors Inc.86,734$2.49M1.8%+0.8%1.838%
11/15/2022 Flow Traders U.S. LLC55,196$1.58M0.1%N/A1.169%
11/15/2022 Belpointe Asset Management LLC18,533$531K0.0%N/A0.393%
11/14/2022 Worth Venture Partners LLC8,000$229K0.1%N/A0.169%
11/10/2022 Beck Mack & Oliver LLC7,000$201K0.0%N/A0.148%
11/7/2022Truadvice LLC105,180$3.06M1.7%-34.4%2.228%
11/4/2022 Vontobel Holding Ltd.7,410$212K0.0%-15.9%0.157%
11/4/2022 Empowered Funds LLC50,485$1.45M0.1%-66.9%1.070%
11/1/2022 Personal CFO Solutions LLC7,000$201K0.1%N/A0.148%
10/27/2022Founders Financial Securities LLC18,368$526K0.1%-44.7%0.383%
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10/20/2022 First Affirmative Financial Network60,604$1.74M2.2%-12.2%1.263%
10/20/2022Dynamic Advisor Solutions LLC35,913$1.03M0.1%+7.3%0.748%
10/14/2022 Brookstone Capital Management32,338$931K0.0%N/A0.691%
8/17/2022 Davidson Capital Management Inc.1,050,225$28.31M13.4%+20.2%18.754%
8/13/2022 NewEdge Advisors LLC85,411$2.30M0.0%+582.0%1.525%
8/12/2022 Almanack Investment Partners LLC.8,124$219K0.0%N/A0.145%
8/12/2022Truadvice LLC160,241$4.19M2.2%N/A2.861%
8/3/2022 AE Wealth Management LLC109,579$2.95M0.0%N/A1.957%
8/2/2022 Lake Street Advisors Group LLC33,000$890K0.1%+230.0%0.589%
8/1/2022 Empowered Funds LLC152,416$4.11M0.5%+96.9%2.722%
7/27/2022Founders Financial Securities LLC33,195$895K0.2%+66.5%0.593%
7/27/2022Dynamic Advisor Solutions LLC33,466$902K0.1%-84.2%0.598%
7/27/2022 Vontobel Holding Ltd.8,810$238K0.0%N/A0.157%
7/22/2022 Retireful LLC150,118$4.05M8.8%N/A2.449%
7/20/2022 Values First Advisors Inc.86,046$2.32M1.6%+0.6%1.404%
7/18/2022 Win Advisors Inc.281,953$7.51M14.7%N/A4.600%
7/13/2022 Cambridge Investment Research Advisors Inc.71,479$1.93M0.0%N/A1.153%
7/13/2022 First Affirmative Financial Network69,025$1.86M2.1%-4.3%1.113%
5/17/2022 Davidson Capital Management Inc.873,840$22.59M8.4%N/A11.061%
5/11/2022 Lake Street Advisors Group LLC10,000$259K0.0%N/A0.127%
5/11/2022InterOcean Capital Group LLC7,906$204K0.0%N/A0.100%
5/4/2022AllSquare Wealth Management LLC22,850$591K0.4%N/A0.320%
5/3/2022 Values First Advisors Inc.85,507$2.21M1.4%+3.5%1.239%
5/2/2022 Montag A & Associates Inc.1,800$47K0.0%-86.2%0.026%
4/29/2022 Total Clarity Wealth Management Inc.70,974$1.84M1.0%N/A1.075%
4/28/2022 Belpointe Asset Management LLC52,988$1.37M0.1%N/A0.771%
4/21/2022 Empowered Funds LLC77,407$2.00M0.2%N/A1.155%
4/18/2022 Wealth Alliance Advisory Group LLC238,572$6.17M2.7%+119.6%3.458%
4/18/2022 Marks Wealth LLC250,962$6.49M2.0%-1.7%3.637%
4/12/2022 First Affirmative Financial Network72,123$1.86M1.8%+3.1%1.089%
4/11/2022Dynamic Advisor Solutions LLC211,989$5.48M0.4%N/A3.200%
3/10/2022 Values First Advisors Inc.82,580$2.01M1.2%N/A1.327%
2/15/2022 First Affirmative Financial Network69,985$1.70M1.6%+3.5%1.278%
2/11/2022 Pentwater Capital Management LP150,000$3.65M0.0%N/A2.899%
2/9/2022 Sowell Financial Services LLC122,169$2.97M0.2%N/A2.372%
2/9/2022 Montag A & Associates Inc.13,050$317K0.0%-11.5%0.253%
2/8/2022 BlackDiamond Wealth Management Inc.22,389$544K0.6%N/A0.435%
1/26/2022AJ Wealth Strategies LLC122,280$2.97M0.1%N/A2.470%
1/18/2022 Kovack Advisors Inc.16,300$396K0.0%N/A0.334%
1/13/2022 Wealth Alliance Advisory Group LLC108,648$2.64M1.1%N/A2.229%
1/13/2022 Marks Wealth LLC255,270$6.21M1.9%-43.8%5.236%
11/16/2021 Cetera Investment Advisers46,350$1.13M0.0%-1.6%0.936%
11/15/2021 Flow Traders U.S. LLC53,903$1.32M0.1%N/A1.089%
11/15/2021 Greytown Advisors Inc.20,755$508K0.2%N/A0.419%
10/29/2021Landsberg Bennett & Dubbaneh LLC635,603$15.48M2.0%-1.4%14.528%
10/29/2021 Vontobel Holding Ltd.5,000$122K0.0%N/A0.114%
10/26/2021 First Affirmative Financial Network67,591$1.65M1.7%N/A1.563%
10/12/2021 Altfest L J & Co. Inc.71,305$1.74M0.4%N/A1.718%
10/8/2021 Marks Wealth LLC454,378$11.11M3.6%+54.5%10.949%
8/13/2021 OLD Mission Capital LLC70,602$1.73M0.1%N/A1.787%
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8/13/2021 LPL Financial LLC11,821$290K0.0%N/A0.299%
8/6/2021 Banco Bilbao Vizcaya Argentaria S.A.12,160$298K0.0%N/A0.340%
8/3/2021 Montag A & Associates Inc.14,750$362K0.0%-29.4%0.413%
7/31/2021Landsberg Bennett & Dubbaneh LLC644,483$15.84M2.1%+5.0%20.299%
7/31/2021 Marks Wealth LLC294,052$7.21M2.4%-5.0%9.261%
5/17/2021 Royal Bank of Canada18,625$470K0.0%+110.2%0.490%
5/14/2021 Montag A & Associates Inc.20,900$528K0.0%N/A0.554%
5/5/2021 Total Clarity Wealth Management Inc.1,772$45K0.0%N/A0.047%
4/29/2021 Retirement Capital Strategies687,214$17.35M6.8%N/A18.700%
4/19/2021Landsberg Bennett & Dubbaneh LLC613,882$15.43M2.2%N/A17.052%
(Data available from 1/1/2016 forward)

TBX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TBX shares?

During the previous two years, 27 institutional investors and hedge funds held shares of ProShares Short 7-10 Treasury. The most heavily invested institutionals were Davidson Capital Management Inc. ($20.49M), Retirement Capital Strategies ($11.06M), GeoWealth Management LLC ($9.82M), Jane Street Group LLC ($4.18M), Truadvice LLC ($2.27M), LPL Financial LLC ($2.22M), and Bullseye Investment Management LLC ($1.86M).Learn more on TBX's institutional investors.

Which institutional investors have been buying ProShares Short 7-10 Treasury stock?

Of the 19 institutional investors that purchased ProShares Short 7-10 Treasury stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Retirement Capital Strategies ($396.81K), GeoWealth Management LLC ($112.00K), LPL Financial LLC ($94.41K), Bullseye Investment Management LLC ($64.93K), Flow Traders U.S. LLC ($55.20K), Coppell Advisory Solutions Corp. ($42.51K), and Brookstone Capital Management ($32.34K).

How much institutional buying is happening at ProShares Short 7-10 Treasury?

Institutional investors have bought a total of 873,216 shares in the last 24 months. This purchase volume represents approximately $24.74M in transactions.

Which ProShares Short 7-10 Treasury major shareholders have been selling company stock?

Of the 12 institutional investors that sold ProShares Short 7-10 Treasury stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Davidson Capital Management Inc. ($235.40K), Empowered Funds LLC ($101.93K), Truadvice LLC ($78.60K), Jane Street Group LLC ($38.01K), Coppell Advisory Solutions LLC ($37.85K), Values First Advisors Inc. ($33.05K), and First Affirmative Financial Network ($15.62K).

How much institutional selling is happening at ProShares Short 7-10 Treasury?

Institutional investors have sold a total of 577,118 shares in the last 24 months. This volume of shares sold represents approximately $16.58M in transactions.



This page (NYSEARCA:TBX) was last updated on 9/16/2024 by MarketBeat.com Staff
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