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 | 864k | $54M | 1% | Jun 2024 |
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| Kayne Anderson Rudnick Investment Management | 781k | $51M | 0% | Sep 2024 |
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| LPL Financial | 387k | $25M | 176% | Sep 2024 |
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| National Asset Management | 242k | $16M | -8% | Sep 2024 |
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| Envestnet Asset Management | 147k | $9.6M | -12% | Sep 2024 |
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| Onyx Bridge Wealth Group | 123k | $8.0M | -1% | Sep 2024 |
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| Bank of America Corporation | 106k | $6.9M | -19% | Sep 2024 |
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| Waterfront Wealth | 104k | $6.8M | 5% | Sep 2024 |
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| Apexium Financial | 103k | $6.8M | -16% | Sep 2024 |
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| Bank of New York Mellon | 102k | $6.7M | -6% | Sep 2024 |
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| Legacy Private Trust | 98k | $6.4M | -1% | Sep 2024 |
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| Stifel Financial | 95k | $5.9M | -1% | Jun 2024 |
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| Wells Fargo & Company | 74k | $4.8M | -30% | Sep 2024 |
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| Gill Capital Partners | 69k | $4.5M | -1% | Sep 2024 |
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| Win Advisors | 63k | $4.1M | 100% | Sep 2024 |
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| Mutual Advisors | 55k | $3.7M | 5% | Sep 2024 |
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| Cambridge Investment Research Advisors | 49k | $3.2M | -23% | Sep 2024 |
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| Advisor Group Holdings | 47k | $3.1M | -9% | Sep 2024 |
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| Eqis Capital Management | 43k | $2.8M | -5% | Sep 2024 |
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| Kestra Advisory Services | 37k | $2.4M | -1% | Sep 2024 |
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| Duncan Williams Asset Management | 30k | $2.0M | 100% | Sep 2024 |
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| HPM Partners | 30k | $1.9M | 0% | Sep 2024 |
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| Raymond James Financial Services Advisors | 28k | $1.8M | -1% | Sep 2024 |
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| HCR Wealth Advisors | 26k | $1.7M | 414% | Sep 2024 |
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| Raymond James & Associates | 22k | $1.4M | 14% | Sep 2024 |
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| Capital Market Strategies | 21k | $1.4M | 0% | Sep 2024 |
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| Leavell Investment Management | 20k | $1.3M | 0% | Sep 2024 |
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| Regis Acquisition | 20k | $1.2M | 0% | Jun 2024 |
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| Commonwealth Equity Services | 19k | $1.3M | -12% | Sep 2024 |
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| Merit Financial Group | 18k | $1.2M | 42% | Sep 2024 |
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| CWM | 17k | $1.1M | 0% | Sep 2024 |
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| Wedbush Morgan Securities | 17k | $1.1M | -2% | Sep 2024 |
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| Thoroughbred Financial Services | 15k | $985k | 0% | Sep 2024 |
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| Royal Bank of Canada | 15k | $961k | -23% | Sep 2024 |
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| Atlas Capital Advisors | 14k | $907k | 0% | Sep 2024 |
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| Cetera Investment Advisers | 13k | $781k | -10% | Jun 2024 |
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| SeaCrest Wealth Management | 12k | $767k | -3% | Sep 2024 |
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| Lakeview Capital Partners | 11k | $704k | -5% | Sep 2024 |
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| Navis Wealth Advisors | 11k | $694k | 26% | Sep 2024 |
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| MAI Wealth Advisors | 8.7k | $567k | 0% | Sep 2024 |
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| Patten | 8.2k | $538k | 56% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 7.7k | $502k | -5% | Sep 2024 |
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| Feltz Wealth PLAN | 7.2k | $473k | 0% | Sep 2024 |
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| Empower Advisory Group | 7.0k | $459k | 0% | Sep 2024 |
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| Susquehanna International | 6.9k | $451k | -67% | Sep 2024 |
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| Bienville Capital Management | 6.6k | $433k | 0% | Sep 2024 |
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| Commonwealth Financial Services | 5.8k | $377k | -1% | Sep 2024 |
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| J.w. Cole Advisors | 5.2k | $343k | 0% | Sep 2024 |
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| Mariner Wealth Advisors | 5.2k | $343k | 100% | Sep 2024 |
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| Brian McDonald | 5.1k | $334k | 0% | Sep 2024 |
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| Perennial Investment Advisors | 5.1k | $313k | 0% | Jun 2024 |
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| Diversified Trust Company | 4.8k | $314k | 0% | Sep 2024 |
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| Hartland & Co | 4.7k | $310k | 0% | Sep 2024 |
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| Wealthcare Advisory Partners | 4.6k | $300k | -1% | Sep 2024 |
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| Stephens | 4.4k | $288k | -3% | Sep 2024 |
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| Financial Engines Advisors L.L.C | 4.4k | $287k | 100% | Sep 2024 |
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| Evermay Wealth Management | 4.4k | $287k | 0% | Sep 2024 |
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| JBR Co Financial Management | 4.2k | $278k | -4% | Sep 2024 |
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| Focus Financial Network | 4.1k | $270k | 0% | Sep 2024 |
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| RDA Financial Network | 4.1k | $267k | -3% | Sep 2024 |
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| Great Valley Advisor Group | 4.1k | $266k | 0% | Sep 2024 |
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| Equitable Holdings | 4.0k | $250k | 0% | Jun 2024 |
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| Steward Partners Investment Advisory | 3.9k | $241k | 2% | Jun 2024 |
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| Oppenheimer & Co | 3.8k | $248k | -13% | Sep 2024 |
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| Pacific Sun Financial Corp | 3.5k | $231k | 0% | Sep 2024 |
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| Atria Wealth Solutions | 3.5k | $230k | 0% | Sep 2024 |
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| Werba Rubin Papier Wealth Management | 3.5k | $226k | 0% | Sep 2024 |
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| Advisory Services Network | 3.4k | $208k | 0% | Sep 2024 |
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| Caldwell Sutter Capital | 3.3k | $218k | 0% | Sep 2024 |
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| Wealth Effects | 3.2k | $209k | 100% | Sep 2024 |
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| Providence Capital Advisors | 1.2k | $82k | 0% | Sep 2024 |
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| HHM Wealth Advisors | 1.2k | $77k | 0% | Sep 2024 |
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| JNBA Financial Advisors | 1.1k | $69k | 0% | Sep 2024 |
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| Asset Dedication | 881.00 | $58k | -2% | Sep 2024 |
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| Silicon Valley Capital Partners | 628.00 | $41k | 0% | Sep 2024 |
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| First Pacific Financial | 456.00 | $30k | 0% | Sep 2024 |
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| West Branch Capital | 205.00 | $13k | 0% | Sep 2024 |
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| Toth Financial Advisory Corporation | 180.00 | $12k | -63% | Sep 2024 |
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| Principal Securities | 140.00 | $9.1k | 1% | Sep 2024 |
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| Harbor Investment Advisory | 124.00 | $8.1k | 0% | Sep 2024 |
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| Newbridge Financial Services Group | 34.00 | $2.2k | 0% | Sep 2024 |
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| DHJJ Financial Advisors | 4.00 | $262.000000 | 0% | Sep 2024 |
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Who sold out of ProShares Credit Suisse 130/30?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Soundmark Wealth Management | Mar 2024 | 4.4k | $267k |
| Mml Investors Services | Jun 2024 | 3.7k | $232k |
| Wetzel Investment Advisors | Jun 2024 | 2.3k | $142k |
| Qube Research & Technologies | Mar 2024 | 285.00 | $17k |