Purchases and Sales Made in Q4 2022 in Principal ETF Principal Health (BTEC)
This table provides information about the institutional ownership of Principal ETF Principal Health (BTEC) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.16K+ 43.88% |
$197K - $218K
|
20.2K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.62KNew |
$51.6K - $57K
|
1.62K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.29K+ 10.15% |
$41.2K - $45.5K
|
14K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.29KNew |
$41.1K - $45.4K
|
1.29K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
702+ 8.37% |
$22.4K - $24.8K
|
9.09K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
193New |
$6.17K - $6.81K
|
193
$0
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
123New |
$3.93K - $4.34K
|
123
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
123New |
$3.93K - $4.34K
|
123
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
85+ 1.82% |
$2.72K - $3K
|
4.76K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10- 0.34% |
$320 - $353
|
2.91K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-71- 1.04% |
$2.27K - $2.51K
|
6.73K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-354- 23.58% |
$11.3K - $12.5K
|
1.15K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-451- 31.87% |
$14.4K - $15.9K
|
964
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-519- 10.05% |
$16.6K - $18.3K
|
4.64K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-584- 9.65% |
$18.7K - $20.6K
|
5.47K
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.01K- 6.0% |
$32.1K - $35.5K
|
15.8K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.89K- 5.93% |
$92.4K - $102K
|
45.9K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.68K- 18.42% |
$150K - $165K
|
20.7K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-7.4KClosed |
$237K - $261K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-10.5K- 11.19% |
$336K - $371K
|
83.3K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.9K- 51.01% |
$509K - $563K
|
15.3K
$0
|