Purchases and Sales Made in Q1 2023 in Principal ETF Principal Health (BTEC)
This table provides information about the institutional ownership of Principal ETF Principal Health (BTEC) during Q1 2023. The information is specifically focused on institutions that hold shares of PRINCIPAL ETF PRINCIPAL HEALTH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.98K+ 44.43% |
$287K - $340K
|
29.2K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.37K+ 141.7% |
$43.7K - $51.8K
|
2.33K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
455+ 2.88% |
$14.6K - $17.2K
|
16.2K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
137+ 1.51% |
$4.38K - $5.19K
|
9.23K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
98+ 1.79% |
$3.14K - $3.71K
|
5.57K
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-7- 0.43% |
$224 - $265
|
1.61K
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-34- 0.51% |
$1.09K - $1.29K
|
6.7K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-82- 32.93% |
$2.62K - $3.11K
|
167
$0
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-123Closed |
$3.93K - $4.66K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-314- 10.78% |
$10K - $11.9K
|
2.6K
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-793- 69.14% |
$25.4K - $30.1K
|
354
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-829- 17.85% |
$26.5K - $31.4K
|
3.82K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.54K- 10.98% |
$49.1K - $58.2K
|
12.5K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.64K- 34.55% |
$52.6K - $62.3K
|
3.11K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.45K- 11.8% |
$78.2K - $92.7K
|
18.3K
$0
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.5K- 0.41% |
$112K - $133K
|
847K
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.98K- 10.84% |
$159K - $189K
|
40.9K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-75.3K- 90.41% |
$2.41M - $2.86M
|
7.99K
$0
|