Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
31.1MNew |
$1.75B - $1.93B
|
31.1M
$1.92B
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
133K+ 15.99% |
$7.49M - $8.23M
|
964K
$59.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
32.7KNew |
$1.84M - $2.02M
|
32.7K
$2.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
29.6K+ 10.88% |
$1.67M - $1.83M
|
301K
$18.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
25.9K+ 16.31% |
$1.46M - $1.61M
|
185K
$11.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
24.5KNew |
$1.38M - $1.52M
|
24.5K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
20.8K+ 26.47% |
$1.17M - $1.29M
|
99.6K
$6.16M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.87KNew |
$557K - $612K
|
9.87K
$611K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$258K - $283K
|
4.57K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.8K+ 81.16% |
$158K - $174K
|
6.25K
$387K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.22K+ 0.88% |
$125K - $138K
|
254K
$15.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
462+ 2.21% |
$26K - $28.6K
|
21.4K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
150+ 1.49% |
$8.46K - $9.3K
|
10.2K
$634K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
67New |
$3.78K - $4.15K
|
67
$4.15K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
31+ 18.45% |
$1.75K - $1.92K
|
199
$12.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-44.4K- 1.01% |
$2.5M - $2.75M
|
4.37M
$270M
|