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ProShares Ultra Financials (UYG) Institutional Ownership

ProShares Ultra Financials logo
$92.32 +2.20 (+2.44%)
(As of 12:50 PM ET)
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Institutional Ownership Changes (13F Filings) for ProShares Ultra Financials (NYSEARCA:UYG)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$5.18M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.69M
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UYG Institutional Buying and Selling by Quarter

ProShares Ultra Financials Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2024 Plotkin Financial Advisors LLC2,872$219K0.1%N/A0.027%
11/12/2024 Great Valley Advisor Group Inc.2,776$212K0.0%N/A0.027%
10/30/2024 James J. Burns & Company LLC2,857$218K0.0%N/A0.027%
10/30/2024 Belvedere Trading LLC5,329$407K0.0%N/A0.051%
10/29/2024 Chicago Partners Investment Group LLC6,168$507K0.0%-6.4%0.059%
10/23/2024 Strategic Investment Solutions Inc. IL1,200$92K0.0%N/A0.011%
10/22/2024 Private Advisor Group LLC3,000$229K0.0%N/A0.029%
10/21/2024 Toth Financial Advisory Corp70,942$5.42M0.6%-15.5%0.678%
10/16/2024 Good Life Advisors LLC3,069$235K0.0%N/A0.029%
10/11/2024 Creative Planning2,623$200K0.0%N/A0.025%
10/7/2024 Parisi Gray Wealth Management2,711$207K0.1%N/A0.026%
8/3/2024 9258 Wealth Management LLC16,250$1.04M0.2%-6.9%0.155%
7/30/2024 Bryn Mawr Capital Management LLC5,278$370K0.0%-4.1%0.050%
7/29/2024 Arkadios Wealth Advisors5,400$346K0.0%N/A0.052%
6/24/2024 Lazari Capital Management Inc.3,510$240K0.1%N/A0.034%
6/10/2024 Hamilton Wealth LLC25,052$1.71M0.5%N/A0.240%
5/20/2024Highlander Capital Management LLC1,600$109K0.0%-13.5%0.015%
5/17/2024 Citizens Financial Group Inc. RI3,621$247K0.0%N/A0.035%
5/9/2024 Blair William & Co. IL6,180$422K0.0%-8.8%0.059%
5/2/2024 Bryn Mawr Capital Management LLC5,502$376K0.0%-3.8%0.053%
4/16/2024 Toth Financial Advisory Corp89,668$6.13M0.8%-1.8%0.853%
2/23/2024 Chicago Partners Investment Group LLC6,714$382K0.0%-6.8%0.058%
2/5/2024 Savant Capital LLC4,250$235K0.0%-32.0%0.037%
2/1/2024 CWM LLC931$51K0.0%+2,903.2%0.008%
1/29/2024 Tennessee Valley Asset Management Partners602$33K0.0%N/A0.005%
1/29/2024 Kennedy Investment Group4,100$226K0.1%N/A0.035%
1/26/2024 Harbor Investment Advisory LLC2,100$116K0.0%-48.8%0.018%
1/26/2024 Toth Financial Advisory Corp91,353$5.04M0.7%+1.7%0.790%
12/6/2023 Citigroup Inc.1,435$63K0.0%-69.4%0.012%
12/1/2023 Dimension Capital Management LLC5,100$222K0.1%N/A0.044%
11/13/2023 PNC Financial Services Group Inc.8,190$357K0.0%-16.4%0.071%
11/8/2023 HighTower Advisors LLC47,524$2.07M0.0%+5.4%0.411%
11/8/2023 Bryn Mawr Capital Management LLC5,885$257K0.0%N/A0.051%
11/7/2023 Savant Capital LLC6,250$273K0.0%-31.7%0.054%
10/12/2023 Toth Financial Advisory Corp89,834$3.92M0.6%-2.2%0.777%
8/11/2023 Huntington National Bank600$27K0.0%N/A0.005%
8/11/2023 PNC Financial Services Group Inc.9,800$447K0.0%-42.4%0.085%
8/7/2023 Cassaday & Co Wealth Management LLC30,801$1.41M0.1%+82.4%0.266%
8/2/2023 Bank of Montreal Can1,129$52K0.0%N/A0.010%
7/25/2023Raymond James Financial Services Advisors Inc.4,580$209K0.0%N/A0.039%
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7/14/2023 Parisi Gray Wealth Management5,334$225K0.1%N/A0.045%
5/9/2023 Tower Research Capital LLC TRC4,918$207K0.0%-70.3%0.041%
5/3/2023 Cassaday & Co Wealth Management LLC16,887$713K0.0%-21.6%0.142%
5/3/2023 Savant Capital LLC9,150$386K0.0%N/A0.077%
4/27/2023Simplicity Solutions LLC6,060$256K0.0%N/A0.051%
4/24/2023 Toth Financial Advisory Corp90,399$3.82M0.6%+0.9%0.759%
2/9/2023 Chicago Partners Investment Group LLC7,004$379K0.0%+6.8%0.058%
2/8/2023 Founders Financial Securities LLC4,735$216K0.0%-36.0%0.039%
2/7/2023 Cassaday & Co Wealth Management LLC21,546$983K0.0%N/A0.179%
2/7/2023IFP Advisors Inc7,491$313K0.0%-39.2%0.062%
2/7/2023 Envestnet Asset Management Inc.5,701$260K0.0%-44.1%0.047%
2/3/2023 9258 Wealth Management LLC17,600$803K0.2%-18.5%0.147%
1/31/2023 Kestra Advisory Services LLC16,527$754K0.0%-9.2%0.138%
1/24/2023 Toth Financial Advisory Corp89,609$4.09M0.7%-21.3%0.746%
1/23/2023 Parisi Gray Wealth Management5,332$243K0.1%N/A0.044%
11/8/2022 9258 Wealth Management LLC21,600$820K0.2%-7.7%0.178%
11/1/2022 Kestra Advisory Services LLC18,197$691K0.0%+8.5%0.150%
10/28/2022Bell Rock Capital LLC8,498$323K0.4%N/A0.070%
10/27/2022 Synovus Financial Corp15,000$570K0.0%N/A0.124%
10/27/2022 Founders Financial Securities LLC7,400$281K0.0%+56.5%0.061%
10/14/2022 Toth Financial Advisory Corp113,819$4.32M0.8%+9.5%0.940%
10/13/2022 Activest Wealth Management762$29K0.0%-89.1%0.006%
8/9/2022 SeaCrest Wealth Management LLC737$32K0.0%N/A0.006%
8/5/2022 OLD Mission Capital LLC73,563$3.17M0.1%+793.8%0.598%
8/3/2022 Envestnet Asset Management Inc.10,633$459K0.0%-20.6%0.086%
7/25/2022 Toth Financial Advisory Corp103,911$4.48M0.8%+1.5%0.841%
7/22/2022 Spire Wealth Management1,836$79K0.0%-17.8%0.015%
7/15/2022 Activest Wealth Management7,000$302K0.2%N/A0.057%
5/12/2022 HighTower Advisors LLC42,166$2.66M0.0%+19.7%0.337%
5/9/2022 Qube Research & Technologies Ltd585$37K0.0%-81.6%0.005%
5/4/2022 Advisor Group Holdings Inc.11,454$723K0.0%-72.1%0.092%
5/4/2022 Envestnet Asset Management Inc.13,393$846K0.0%-48.0%0.108%
5/2/2022 Integrated Advisors Network LLC21,541$1.36M0.1%N/A0.173%
5/2/2022 Capital Investment Counsel Inc9,630$608K0.1%-2.0%0.077%
4/26/2022 Toth Financial Advisory Corp102,399$6.46M1.0%+1.2%0.819%
4/22/2022 Truist Financial Corp18,600$1.17M0.0%+24.0%0.149%
4/18/2022 Spire Wealth Management2,234$141K0.0%+9.5%0.018%
2/16/2022Bell Rock Capital LLC18,146$1.29M0.9%N/A0.141%
2/10/2022 Private Advisor Group LLC3,000$203K0.0%N/A0.023%
2/10/2022 Qube Research & Technologies Ltd3,187$216K0.0%+87.1%0.025%
2/10/2022 OLD Mission Capital LLC23,134$1.57M0.1%+521.7%0.179%
2/10/2022 HighTower Advisors LLC35,230$2.38M0.0%-10.3%0.272%
2/10/2022 Buckingham Strategic Partners3,300$223K0.0%N/A0.025%
2/8/2022 Retirement Planning Co of New England Inc.2,017$136K0.1%N/A0.016%
2/7/2022NEIRG Wealth Management LLC3,893$264K0.1%N/A0.030%
2/4/2022 Envestnet Asset Management Inc.25,773$1.75M0.0%-0.7%0.199%
2/3/2022 Advisor Group Holdings Inc.41,025$2.78M0.0%+5.0%0.317%
2/3/2022 Northwestern Mutual Wealth Management Co.911$62K0.0%N/A0.007%
2/1/2022 Qube Research & Technologies Ltd3,187$216K0.0%+87.1%0.025%
1/31/2022 Toth Financial Advisory Corp101,180$6.85M0.9%+2.9%0.778%
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1/26/2022 Terra Nova Asset Management LLC15,134$1.02M0.8%+4.9%0.116%
1/25/2022Private Ocean LLC6,503$440K0.1%-13.3%0.050%
1/20/2022 Kestra Advisory Services LLC17,734$1.20M0.0%+1.4%0.136%
11/15/2021 HighTower Advisors LLC39,266$2.49M0.0%+0.8%0.291%
11/12/2021 OLD Mission Capital LLC3,721$236K0.0%-89.7%0.028%
11/12/2021Kings Point Capital Management1,124$71K0.0%-35.1%0.008%
11/10/2021 US Bancorp DE1,240$79K0.0%+106.7%0.009%
11/10/2021 ARGI Investment Services LLC6,000$380K0.0%N/A0.044%
11/9/2021Private Ocean LLC7,503$475K0.1%N/A0.055%
11/9/2021 Barclays PLC928$59K0.0%-15.3%0.007%
(Data available from 1/1/2016 forward)

UYG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UYG shares?

During the previous two years, 38 institutional investors and hedge funds held shares of ProShares Ultra Financials. The most heavily invested institutionals were Toth Financial Advisory Corp ($5.42M), HighTower Advisors LLC ($2.07M), Hamilton Wealth LLC ($1.71M), Cassaday & Co Wealth Management LLC ($1.41M), 9258 Wealth Management LLC ($1.04M), Kestra Advisory Services LLC ($754K), and Chicago Partners Investment Group LLC ($507K).Learn more on UYG's institutional investors.

Which institutional investors have been buying ProShares Ultra Financials stock?

Of the 27 institutional investors that purchased ProShares Ultra Financials stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cassaday & Co Wealth Management LLC ($35.46K), Hamilton Wealth LLC ($25.05K), Parisi Gray Wealth Management ($13.38K), Savant Capital LLC ($9.15K), Simplicity Solutions LLC ($6.06K), Bryn Mawr Capital Management LLC ($5.89K), and Arkadios Wealth Advisors ($5.40K).

How much institutional buying is happening at ProShares Ultra Financials?

Institutional investors have bought a total of 153,435 shares in the last 24 months. This purchase volume represents approximately $8.63M in transactions.

Which ProShares Ultra Financials major shareholders have been selling company stock?

Of the 16 institutional investors that sold ProShares Ultra Financials stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Toth Financial Advisory Corp ($40.89K), Tower Research Capital LLC TRC ($11.66K), PNC Financial Services Group Inc. ($8.83K), 9258 Wealth Management LLC ($5.20K), Savant Capital LLC ($4.90K), IFP Advisors Inc ($4.82K), and Cassaday & Co Wealth Management LLC ($4.66K).

How much institutional selling is happening at ProShares Ultra Financials?

Institutional investors have sold a total of 97,257 shares in the last 24 months. This volume of shares sold represents approximately $4.91M in transactions.


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This page (NYSEARCA:UYG) was last updated on 11/21/2024 by MarketBeat.com Staff
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