Who owns ProShares Credit Suisse 130/30?
- Ticker: CSM
- CUSIP Number: 74347R248
Tip: Access positions for across all investors
Analyze quarterly positions in ProShares Credit Suisse 130/30 with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of ProShares Credit Suisse 130/30 stock
Who bought or sold ProShares Credit Suisse 130/30 this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 856k | $52M | 0% | Mar 2024 |
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| National Asset Management | 399k | $20M | 46% | Mar 2024 |
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| Envestnet Asset Management | 176k | $11M | 2% | Mar 2024 |
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| LPL Financial | 145k | $8.8M | -18% | Mar 2024 |
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| Apexium Financial | 127k | $7.7M | -4% | Mar 2024 |
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| Onyx Bridge Wealth Group | 124k | $7.2M | -1% | Mar 2024 |
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| Bank of America Corporation | 123k | $7.5M | -2% | Mar 2024 |
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| Bank of New York Mellon | 121k | $7.3M | -11% | Mar 2024 |
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| Wells Fargo & Company | 113k | $6.9M | -62% | Mar 2024 |
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| Waterfront Wealth | 106k | $6.1M | -2% | Mar 2024 |
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| Legacy Private Trust | 101k | $6.1M | -1% | Mar 2024 |
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| Stifel Financial | 96k | $5.8M | -1% | Mar 2024 |
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| Cambridge Investment Research Advisors | 81k | $4.9M | 9% | Mar 2024 |
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| Gill Capital Partners | 70k | $4.1M | -9% | Mar 2024 |
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| Mutual Advisors | 54k | $3.3M | -17% | Mar 2024 |
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| Advisor Group Holdings | 52k | $3.1M | -6% | Mar 2024 |
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| Eqis Capital Management | 50k | $3.1M | 19% | Mar 2024 |
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| Baird Financial | 44k | $2.4M | 2% | Dec 2023 |
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| Raymond James Financial Services Advisors | 30k | $1.8M | 0% | Mar 2024 |
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| HPM Partners | 29k | $1.8M | 0% | Mar 2024 |
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| Royal Bank of Canada | 24k | $1.4M | -15% | Mar 2024 |
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| Commonwealth Equity Services | 22k | $1.3M | 1% | Mar 2024 |
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| Capital Market Strategies | 21k | $1.3M | -8% | Mar 2024 |
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| Leavell Investment Management | 21k | $1.3M | -17% | Mar 2024 |
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| Wedbush Morgan Securities | 20k | $1.1M | -12% | Dec 2023 |
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| Regis Acquisition | 20k | $1.1M | 0% | Dec 2023 |
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| CWM | 17k | $1.0M | 0% | Mar 2024 |
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| Thoroughbred Financial Services | 15k | $915k | -2% | Mar 2024 |
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| Cetera Investment Advisers | 14k | $853k | 141% | Mar 2024 |
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| Atlas Capital Advisors | 14k | $819k | 0% | Mar 2024 |
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| Merit Financial Group | 13k | $729k | -2% | Mar 2024 |
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| Raymond James & Associates | 12k | $734k | -8% | Mar 2024 |
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| Prosperity Financial Group | 12k | $723k | -2% | Mar 2024 |
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| Lakeview Capital Partners | 11k | $691k | 1% | Mar 2024 |
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| FMR | 11k | $656k | -7% | Mar 2024 |
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| Kestra Advisory Services | 9.9k | $540k | -22% | Dec 2023 |
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| SeaCrest Wealth Management | 9.7k | $590k | -30% | Mar 2024 |
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| MAI Wealth Advisors | 8.7k | $527k | 0% | Mar 2024 |
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| Navis Wealth Advisors | 8.5k | $519k | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 7.9k | $479k | 58% | Mar 2024 |
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| Feltz Wealth PLAN | 7.8k | $476k | 0% | Mar 2024 |
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| Empower Advisory Group | 7.0k | $427k | 0% | Mar 2024 |
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| Bienville Capital Management | 6.6k | $401k | 0% | Mar 2024 |
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| Stephens | 6.1k | $372k | 100% | Mar 2024 |
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| Brian McDonald | 6.1k | $372k | -1% | Mar 2024 |
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| Commonwealth Financial Services | 6.0k | $326k | -6% | Dec 2023 |
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| Patten | 5.3k | $321k | 1% | Mar 2024 |
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| J.w. Cole Advisors | 5.2k | $319k | 0% | Mar 2024 |
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| Perennial Investment Advisors | 5.1k | $307k | -16% | Mar 2024 |
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| Diversified Trust Company | 4.8k | $292k | 100% | Mar 2024 |
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| JBR Co Financial Management | 4.4k | $267k | 0% | Mar 2024 |
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| Soundmark Wealth Management | 4.4k | $267k | 0% | Mar 2024 |
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| Evermay Wealth Management | 4.4k | $240k | 0% | Dec 2023 |
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| Oppenheimer & Co | 4.4k | $264k | -3% | Mar 2024 |
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| Axxcess Wealth Management | 4.3k | $235k | -19% | Dec 2023 |
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| RDA Financial Network | 4.2k | $257k | 0% | Mar 2024 |
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| Focus Financial Network | 4.1k | $227k | 100% | Dec 2023 |
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| Focus Financial Network | 4.1k | $236k | 100% | Mar 2024 |
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| Global Retirement Partners | 4.1k | $249k | 0% | Mar 2024 |
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| Great Valley Advisor Group | 4.1k | $247k | 100% | Mar 2024 |
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| Pacific Sun Financial Corp | 3.9k | $237k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 3.8k | $231k | 41% | Mar 2024 |
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| Wealthcare Advisory Partners | 3.6k | $218k | -3% | Mar 2024 |
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| Atria Wealth Solutions | 3.5k | $214k | 100% | Mar 2024 |
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| Werba Rubin Papier Wealth Management | 3.5k | $210k | 100% | Mar 2024 |
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| Caldwell Sutter Capital | 3.3k | $202k | 0% | Mar 2024 |
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| Hartland & Co | 2.7k | $148k | -61% | Dec 2023 |
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| Wetzel Investment Advisors | 2.3k | $134k | 0% | Mar 2024 |
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| Bank Of Montreal | 2.1k | $130k | 0% | Mar 2024 |
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| Providence Capital Advisors | 1.2k | $76k | 100% | Mar 2024 |
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| HHM Wealth Advisors | 1.2k | $71k | 0% | Mar 2024 |
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| JNBA Financial Advisors | 1.1k | $64k | 0% | Mar 2024 |
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| Asset Dedication | 901.00 | $54k | -17% | Mar 2024 |
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| Silicon Valley Capital Partners | 627.00 | $38k | 0% | Mar 2024 |
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| Toth Financial Advisory Corporation | 490.00 | $30k | 0% | Mar 2024 |
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| First Pacific Financial | 456.00 | $28k | 0% | Mar 2024 |
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| Qube Research & Technologies | 285.00 | $17k | 0% | Mar 2024 |
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| West Branch Capital | 204.00 | $12k | -37% | Mar 2024 |
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| Principal Securities | 139.00 | $8.5k | 100% | Mar 2024 |
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| Harbor Investment Advisory | 124.00 | $7.5k | 100% | Mar 2024 |
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| Assetmark | 66.00 | $4.0k | 100% | Mar 2024 |
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| Newbridge Financial Services Group | 34.00 | $2.1k | 0% | Mar 2024 |
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| DHJJ Financial Advisors | 4.00 | $243.000000 | 0% | Mar 2024 |
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Who sold out of ProShares Credit Suisse 130/30?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| AE Wealth Management | Dec 2023 | 78k | $4.4M |
| Susquehanna International | Sep 2023 | 22k | $1.1M |
| UBS Group | Dec 2023 | 16k | $874k |
| Consolidated Portfolio Review Corp | Dec 2023 | 13k | $683k |
| Financial Network Investment Corporation | Sep 2023 | 7.9k | $384k |
| Mainstay Capital Management | Dec 2023 | 5.1k | $279k |
| Capital Asset Advisory Services | Dec 2023 | 4.3k | $235k |
| HighTower Advisors | Dec 2023 | 4.0k | $219k |
| Advisory Services Network | Dec 2023 | 531.00 | $29k |