Purchases and Sales Made in Q3 2024 in Principal ETF U S Mega Cap (USMC)
This table provides information about the institutional ownership of Principal ETF U S Mega Cap (USMC) during Q3 2024. The information is specifically focused on institutions that hold shares of PRINCIPAL ETF U S MEGA-CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
474K+ 132.91% |
$24.2M - $27M
|
831K
$51.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
131KNew |
$6.72M - $7.49M
|
131K
$8.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
123KNew |
$6.29M - $7.01M
|
123K
$7.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
86K+ 1.99% |
$4.4M - $4.9M
|
4.41M
$273M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
73K+ 1.73% |
$3.74M - $4.16M
|
4.28M
$265M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.1K+ 13.65% |
$2.71M - $3.02M
|
442K
$27.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.4KNew |
$2.38M - $2.65M
|
46.4K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.1K+ 11.78% |
$2.26M - $2.51M
|
418K
$25.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
30.7K+ 63.98% |
$1.57M - $1.75M
|
78.7K
$4.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.8KNew |
$857K - $955K
|
16.8K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
16K+ 261.62% |
$817K - $911K
|
22.1K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
15.7K+ 6.12% |
$801K - $893K
|
272K
$16.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.8KNew |
$706K - $787K
|
13.8K
$855K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
12.6K+ 425.63% |
$642K - $716K
|
15.5K
$960K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
10.4KNew |
$533K - $594K
|
10.4K
$645K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.93KNew |
$457K - $509K
|
8.93K
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.65K+ 22.72% |
$443K - $493K
|
46.8K
$2.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
8.21KNew |
$420K - $468K
|
8.21K
$508K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.74K+ 3.16% |
$396K - $441K
|
253K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.16KNew |
$264K - $294K
|
5.16K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.15KNew |
$212K - $237K
|
4.15K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
3.53K+ 2.47% |
$180K - $201K
|
146K
$9.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.47K+ 45.22% |
$178K - $198K
|
11.2K
$690K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.16K+ 12.37% |
$162K - $180K
|
28.7K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.02K+ 519.59% |
$155K - $172K
|
3.61K
$223K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.45K+ 243.73% |
$125K - $139K
|
3.45K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.38K+ 18.94% |
$122K - $136K
|
14.9K
$925K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.2K+ 8.11% |
$61.5K - $68.6K
|
16K
$992K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
361+ 3.71% |
$18.5K - $20.6K
|
10.1K
$625K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-58- 0.97% |
$2.97K - $3.31K
|
5.89K
$365K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-255- 1.14% |
$13K - $14.5K
|
22.1K
$1.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-497- 3.86% |
$25.4K - $28.3K
|
12.4K
$766K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-775- 2.9% |
$39.6K - $44.2K
|
25.9K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.04K- 6.14% |
$53.3K - $59.4K
|
15.9K
$985K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.18K- 5.32% |
$60.1K - $67K
|
20.9K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.6K- 2.3% |
$81.8K - $91.1K
|
67.9K
$4.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.98K- 1.39% |
$306K - $341K
|
425K
$26.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.12K- 28.83% |
$415K - $463K
|
20.1K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-13.2K- 4.97% |
$673K - $750K
|
251K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-15.7K- 69.95% |
$803K - $895K
|
6.75K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.3K- 10.17% |
$1.14M - $1.27M
|
197K
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22.7K- 97.29% |
$1.16M - $1.29M
|
632
$39.1K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22.7K- 97.29% |
$1.16M - $1.29M
|
632
$39.1K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-44K- 15.92% |
$2.25M - $2.51M
|
232K
$14.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.53M- 4.34% |
$78.3M - $87.2M
|
33.7M
$2.09B
|