Purchases and Sales Made in Q2 2023 in Principal ETF Principal Millen (GENY)
This table provides information about the institutional ownership of Principal ETF Principal Millen (GENY) during Q2 2023. The information is specifically focused on institutions that hold shares of PRINCIPAL ETF PRINCIPAL MILLEN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
71.1K+ 22.16% |
$2.81M - $3.09M
|
392K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.1KNew |
$597K - $658K
|
15.1K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.31K+ 43.57% |
$170K - $187K
|
14.2K
$0
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
543New |
$21.4K - $23.6K
|
543
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
332+ 44.33% |
$13.1K - $14.4K
|
1.08K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100+ 135.14% |
$3.95K - $4.35K
|
174
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.29% |
$39.5 - $43.5
|
341
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 0.43% |
$39.5 - $43.5
|
232
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-484- 7.92% |
$19.1K - $21.1K
|
5.62K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-934- 56.57% |
$36.9K - $40.6K
|
717
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.23K- 25.03% |
$87.8K - $96.8K
|
6.67K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.07K- 51.28% |
$121K - $134K
|
2.92K
$0
|