Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
233K+ 22.51% |
$7.79M - $8.96M
|
1.27M
$78.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40K+ 345.34% |
$1.34M - $1.54M
|
51.6K
$3.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
25.1KNew |
$837K - $963K
|
25.1K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.8K+ 8.74% |
$829K - $954K
|
309K
$19.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
14.2KNew |
$474K - $545K
|
14.2K
$878K
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.02K+ 0.02% |
$134K - $154K
|
23.8M
$1.47B
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
825+ 0.8% |
$27.6K - $31.7K
|
103K
$6.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
282+ 0.89% |
$9.42K - $10.8K
|
32K
$1.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
194+ 1.17% |
$6.48K - $7.46K
|
16.8K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.07K- 37.28% |
$35.8K - $41.2K
|
1.81K
$112K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.42K- 6.97% |
$47.5K - $54.6K
|
19K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.62K- 4.34% |
$54.1K - $62.2K
|
35.7K
$2.21M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.88K- 5.03% |
$62.7K - $72.1K
|
35.4K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.33K- 2.88% |
$78K - $89.7K
|
78.6K
$4.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.1K- 42.01% |
$170K - $196K
|
7.04K
$435K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.5K- 22.24% |
$251K - $288K
|
26.2K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.5K- 22.24% |
$251K - $288K
|
26.2K
$1.62M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-8.33K- 5.0% |
$278K - $320K
|
158K
$9.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.1K- 7.15% |
$370K - $426K
|
144K
$8.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27.9K- 47.41% |
$931K - $1.07M
|
30.9K
$1.91M
|