ProShares Ultra Gold (UGL) Institutional Ownership

$80.77
+1.30 (+1.64%)
(As of 05/10/2024 ET)

Institutional Ownership Changes (13F Filings) for ProShares Ultra Gold (NYSEARCA:UGL)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$6.37M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$3.10M
Get UGL Insider Trade Alerts

Want to know when executives and insiders are buying or selling ProShares Ultra Gold stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

UGL Institutional Buying and Selling by Quarter

ProShares Ultra Gold Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/8/2024Innova Wealth Partners7,699$492K0.4%+87.9%0.252%
2/6/2024 Aveo Capital Partners LLC72,525$4.63M0.6%N/A2.378%
2/2/2024 Simplex Trading LLC4,277$273K0.0%N/A0.140%
1/24/2024 China Universal Asset Management Co. Ltd.8,000$511K0.1%N/A0.262%
11/6/2023 Cassaday & Co Wealth Management LLC8,525$448K0.0%-22.9%0.280%
10/23/2023Innova Wealth Partners4,097$216K0.2%-5.8%0.134%
8/11/2023 Capasso Planning Partners LLC17,763$1.04M0.6%+29.6%0.582%
8/9/2023Flow Traders U.S. LLC8,127$473K0.0%+8.1%0.266%
8/8/2023 Aveo Capital Partners LLC36,453$2.12M0.3%-58.1%1.195%
7/14/2023 IMC Chicago LLC21,953$1.28M0.0%+53.9%0.675%
7/13/2023Innova Wealth Partners4,348$253K0.2%-7.2%0.134%
5/3/2023 Aveo Capital Partners LLC86,915$5.48M0.7%+136.8%2.674%
5/2/2023 Capasso Planning Partners LLC13,704$864K0.5%N/A0.422%
4/25/2023Innova Wealth Partners4,683$295K0.3%+6.2%0.146%
4/24/2023 IMC Chicago LLC14,261$899K0.0%N/A0.446%
4/24/2023Ahrens Investment Partners LLC1,300$82K0.0%-74.0%0.041%
2/10/2023 Keene & Associates Inc.4,000$221K0.2%N/A0.125%
2/9/2023Ahrens Investment Partners LLC5,000$276K0.1%N/A0.156%
2/7/2023 Cassaday & Co Wealth Management LLC10,968$606K0.0%N/A0.343%
2/3/2023 Aveo Capital Partners LLC36,698$2.03M0.3%N/A1.147%
2/1/2023Bank of Montreal Can32,427$1.79M0.0%N/A1.013%
1/31/2023 Hutchens & Kramer Investment Management Group LLC6,191$342K0.3%N/A0.193%
1/17/2023Innova Wealth Partners4,411$244K0.2%N/A0.140%
11/29/2022London & Capital Asset Management Ltd27,300$1.28M0.1%N/A0.827%
11/8/2022 IMC Chicago LLC57,098$2.68M0.0%-28.8%1.730%
11/7/2022Evoke Wealth LLC8,699$408K0.0%N/A0.264%
11/4/2022 Simplex Trading LLC918$43K0.0%-29.5%0.028%
8/13/2022Flow Traders U.S. LLC18,110$1.02M0.1%+107.3%0.458%
8/5/2022 IMC Chicago LLC80,163$4.53M0.0%-21.5%2.029%
8/5/2022 Aveo Capital Partners LLC13,975$790K0.1%-51.8%0.354%
5/12/2022E Fund Management Co. Ltd.17,903$1.18M0.0%-13.5%0.348%
5/9/2022Qube Research & Technologies Ltd1,380$91K0.0%N/A0.027%
5/2/2022 Simplex Trading LLC12,423$821K0.0%+127.8%0.230%
4/29/2022 TB Alternative Assets Ltd.19,100$1.26M0.4%N/A0.354%
4/28/2022Ahrens Investment Partners LLC800$53K0.0%-47.5%0.015%
4/21/2022 K.J. Harrison & Partners Inc5,955$394K0.1%N/A0.111%
4/19/2022 IMC Chicago LLC102,076$6.75M0.0%-13.6%1.908%
4/18/2022Innova Wealth Partners3,339$221K0.2%N/A0.062%
2/10/2022OLD Mission Capital LLC9,266$554K0.0%+3.3%0.206%
2/9/2022 BNP Paribas Arbitrage SA9,658$578K0.0%N/A0.215%
Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (Ad)

You might have seen that Bitcoin was one of the best performing assets of 2023. It gained 164%. But a crypto millionaire who has been tracking the space for more than a decade has ABANDONED Bitcoin. He found something better.

Click here to find out that this 8,788% cryptocurrency is.
2/8/2022 Retirement Planning Co of New England Inc.868$51K0.0%N/A0.019%
2/8/2022 IMC Chicago LLC118,142$7.07M0.0%-26.7%2.625%
1/21/2022Ahrens Investment Partners LLC1,525$91K0.0%N/A0.039%
11/15/2021Flow Traders U.S. LLC16,492$917K0.0%+45.3%0.418%
11/12/2021OLD Mission Capital LLC8,966$498K0.0%-24.5%0.227%
11/12/2021E Fund Management Co. Ltd.12,905$717K0.0%N/A0.327%
11/9/2021Barclays PLC9,160$509K0.0%N/A0.232%
11/5/2021 IMC Chicago LLC161,206$8.96M0.0%+61.7%4.081%
8/24/2021Flow Traders U.S. LLC11,350$649K0.0%-3.6%0.270%
8/16/2021Credit Suisse AG9,160$524K0.0%N/A0.218%
8/13/2021OLD Mission Capital LLC11,878$680K0.0%N/A0.283%
8/12/2021 Simplex Trading LLC5,453$312K0.0%-57.3%0.130%
8/6/2021 IMC Chicago LLC99,723$5.71M0.0%+122.2%2.462%
8/4/2021Envestnet Asset Management Inc.10,101$578K0.0%-3.1%0.249%
5/20/2021Axiom Investment Management LLC6,350$342K0.1%N/A0.161%
5/18/2021Flow Traders U.S. LLC11,775$635K0.0%+55.7%0.298%
5/17/2021Goldman Sachs Group Inc.4,200$226K0.0%N/A0.106%
5/13/2021Axiom Investment Management LLC6,350$342K0.1%N/A0.161%
5/12/2021E Fund Management Co. Ltd.9,460$510K0.0%N/A0.239%
5/12/2021UBS Group AG3,170$171K0.0%+43.0%0.080%
5/4/2021Envestnet Asset Management Inc.10,421$562K0.0%N/A0.264%
4/14/2021 AdvisorNet Financial Inc1,100$59K0.0%N/A0.028%
2/10/2021Trellus Management Company LLC5,200$355K0.3%N/A0.128%
2/9/2021 Advisory Services Network LLC5,910$403K0.0%+30.6%0.146%
2/2/2021 Simplex Trading LLC16,852$1.15M0.0%-72.1%0.411%
2/2/2021Ahrens Investment Partners LLC9,040$617K0.3%+79.0%0.220%
2/2/2021Savior LLC2,571$175K0.1%+273.1%0.063%
1/19/2021 FNY Investment Advisers LLC5,000$341K0.1%N/A0.118%
11/13/2020Morgan Stanley7,093$487K0.0%-73.4%0.175%
11/3/2020Inverness Counsel LLC NY11,000$754K0.0%N/A0.265%
10/14/2020 Simplex Trading LLC60,365$4.14M0.0%+3,855.8%1.509%
8/13/2020 XR Securities LLC3,582$232K0.0%N/A0.091%
7/28/2020Savior LLC694$45K0.1%N/A0.021%
7/15/2020Ahrens Investment Partners LLC8,950$580K0.4%+19.3%0.275%
7/13/2020 Simplex Trading LLC1,526$98K0.0%-89.3%0.050%
5/15/2020Jane Street Group LLC73,980$3.85M0.0%+1,070.9%3.217%
5/15/2020Morgan Stanley9,409$489K0.0%+10.2%0.409%
5/15/2020Two Sigma Securities LLC4,321$225K0.0%N/A0.188%
5/14/2020 IMC Chicago LLC32,211$1.68M0.0%N/A1.400%
(Data available from 1/1/2016 forward)

UGL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UGL shares?

During the previous two years, 15 institutional investors and hedge funds held shares of ProShares Ultra Gold. The most heavily invested institutionals were Aveo Capital Partners LLC ($4.63M), Bank of Montreal Can ($1.79M), London & Capital Asset Management Ltd ($1.28M), IMC Chicago LLC ($1.28M), E Fund Management Co. Ltd. ($1.18M), Capasso Planning Partners LLC ($1.04M), and China Universal Asset Management Co. Ltd. ($511K).Learn more on UGL's institutional investors.

Which institutional investors have been buying ProShares Ultra Gold stock?

Of the 14 institutional investors that purchased ProShares Ultra Gold stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Aveo Capital Partners LLC ($159.44K), Bank of Montreal Can ($32.43K), London & Capital Asset Management Ltd ($27.30K), IMC Chicago LLC ($21.95K), Capasso Planning Partners LLC ($17.76K), Cassaday & Co Wealth Management LLC ($10.97K), and Flow Traders U.S. LLC ($9.99K).

How much institutional buying is happening at ProShares Ultra Gold?

Institutional investors have bought a total of 324,289 shares in the last 24 months. This purchase volume represents approximately $19.04M in transactions.

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

The following institutional investors have sold ProShares Ultra Gold stock in the last 24 months: Aveo Capital Partners LLC ($65.48K), IMC Chicago LLC ($44.98K), Ahrens Investment Partners LLC ($3.70K), E Fund Management Co. Ltd. ($2.79K), Cassaday & Co Wealth Management LLC ($2.53K), Innova Wealth Partners ($586.00), and Simplex Trading LLC ($384.00).

How much institutional selling is happening at ProShares Ultra Gold?

Institutional investors have sold a total of 120,450 shares in the last 24 months. This volume of shares sold represents approximately $6.71M in transactions.


This page (NYSEARCA:UGL) was last updated on 5/11/2024 by MarketBeat.com Staff

From Our Partners