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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 295k | $16M | 15% | Dec 2023 |
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| National Asset Management | 273k | $15M | -31% | Dec 2023 |
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| Bank of New York Mellon | 135k | $7.4M | -13% | Dec 2023 |
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| Apexium Financial | 127k | $7.7M | -4% | Mar 2024 |
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| Onyx Bridge Wealth Group | 126k | $6.9M | -1% | Dec 2023 |
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| Bank of America Corporation | 125k | $6.9M | 5% | Dec 2023 |
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| Waterfront Wealth | 109k | $6.0M | 0% | Dec 2023 |
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| Legacy Private Trust | 101k | $6.1M | -1% | Mar 2024 |
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| Stifel Financial | 96k | $5.3M | 15% | Dec 2023 |
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| Gill Capital Partners | 78k | $4.3M | -8% | Dec 2023 |
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| AE Wealth Management | 78k | $4.4M | 17% | Dec 2023 |
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| Cambridge Investment Research Advisors | 74k | $4.1M | 0% | Dec 2023 |
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| Mutual Advisors | 64k | $3.5M | -58% | Dec 2023 |
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| Advisor Group Holdings | 55k | $3.0M | -37% | Dec 2023 |
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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 | $1.6M | -3% | Dec 2023 |
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| Royal Bank of Canada | 28k | $1.5M | 31% | Dec 2023 |
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| Leavell Investment Management | 25k | $1.4M | 0% | Dec 2023 |
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| Commonwealth Equity Services | 22k | $1.2M | 0% | Dec 2023 |
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| Capital Market Strategies | 21k | $1.3M | -8% | 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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| UBS Group | 16k | $874k | -72% | Dec 2023 |
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| Thoroughbred Financial Services | 15k | $838k | -3% | Dec 2023 |
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| Atlas Capital Advisors | 14k | $819k | 0% | Mar 2024 |
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| Merit Financial Group | 13k | $697k | 0% | Dec 2023 |
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| Consolidated Portfolio Review Corp | 13k | $683k | -8% | Dec 2023 |
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| Raymond James & Associates | 12k | $734k | -8% | Mar 2024 |
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| Lakeview Capital Partners | 11k | $614k | 1% | Dec 2023 |
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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 | $475k | 0% | Dec 2023 |
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| Navis Wealth Advisors | 8.5k | $468k | 0% | Dec 2023 |
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| Feltz Wealth PLAN | 7.8k | $429k | -24% | Dec 2023 |
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| Empower Advisory Group | 7.0k | $385k | 0% | Dec 2023 |
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| Bienville Capital Management | 6.6k | $362k | 0% | Dec 2023 |
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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 | $287k | 0% | Dec 2023 |
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| Mainstay Capital Management | 5.1k | $279k | -12% | Dec 2023 |
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| Diversified Trust Company | 4.8k | $292k | 100% | Mar 2024 |
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| JBR Co Financial Management | 4.4k | $241k | 100% | Dec 2023 |
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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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| 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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| Global Retirement Partners | 4.1k | $224k | 0% | Dec 2023 |
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| HighTower Advisors | 4.0k | $219k | 100% | Dec 2023 |
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| Pacific Sun Financial Corp | 3.9k | $214k | 100% | Dec 2023 |
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| Wealthcare Advisory Partners | 3.6k | $218k | -3% | Mar 2024 |
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| Caldwell Sutter Capital | 3.3k | $202k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 2.7k | $148k | 0% | Dec 2023 |
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| Hartland & Co | 2.7k | $148k | -61% | Dec 2023 |
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| Wetzel Investment Advisors | 2.3k | $128k | 100% | Dec 2023 |
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| Bank Of Montreal | 2.1k | $118k | 0% | Dec 2023 |
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| JNBA Financial Advisors | 1.0k | $57k | 0% | Dec 2023 |
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| Asset Dedication | 901.00 | $54k | -17% | Mar 2024 |
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| Silicon Valley Capital Partners | 625.00 | $34k | 0% | Dec 2023 |
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| Advisory Services Network | 531.00 | $29k | 100% | Dec 2023 |
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| Toth Financial Advisory Corporation | 490.00 | $30k | 0% | Mar 2024 |
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| First Pacific Financial | 456.00 | $25k | 0% | Dec 2023 |
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| West Branch Capital | 323.00 | $18k | 0% | Dec 2023 |
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| Harbor Investment Advisory | 124.00 | $7.5k | 100% | Mar 2024 |
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| Newbridge Financial Services Group | 34.00 | $1.9k | 0% | Dec 2023 |
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| DHJJ Financial Advisors | 4.00 | $243.000000 | 0% | Mar 2024 |
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| Transamerica Financial Advisors | 1.00 | $1.0k | 0% | Dec 2023 |
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Who sold out of ProShares Credit Suisse 130/30?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Benjamin F. Edwards & Company | Sep 2023 | 5.6k | $274k |
| Capital Asset Advisory Services | Dec 2023 | 4.3k | $235k |