Purchases and Sales Made in Q3 2023 in Principal ETF Principal Health (BTEC)
This table provides information about the institutional ownership of Principal ETF Principal Health (BTEC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.1K+ 168.94% |
$595K - $737K
|
32K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.18K+ 38.63% |
$35K - $43.3K
|
4.24K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
449+ 5.97% |
$13.3K - $16.5K
|
7.98K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
354New |
$10.5K - $13K
|
354
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
48+ 20.25% |
$1.42K - $1.76K
|
285
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-32- 0.23% |
$947 - $1.17K
|
13.7K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-75- 2.18% |
$2.22K - $2.75K
|
3.37K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-144- 8.87% |
$4.26K - $5.28K
|
1.48K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-308- 1.91% |
$9.11K - $11.3K
|
15.8K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-321- 5.77% |
$9.5K - $11.8K
|
5.25K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-404- 10.91% |
$12K - $14.8K
|
3.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-895- 11.36% |
$26.5K - $32.8K
|
6.98K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3K- 22.74% |
$88.7K - $110K
|
10.2K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.36K- 38.88% |
$188K - $233K
|
10K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29.3K- 35.02% |
$868K - $1.08M
|
54.4K
$0
|