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
$1.85B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
680KNew |
$38.3M - $42.1M
|
680K
$40.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
145KNew |
$8.2M - $9.01M
|
145K
$8.65M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
133K+ 15.99% |
$7.49M - $8.23M
|
964K
$57.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
129K+ 29.15% |
$7.26M - $7.99M
|
571K
$34M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
91.5K+ 46.49% |
$5.16M - $5.67M
|
288K
$17.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
76.8KNew |
$4.33M - $4.76M
|
76.8K
$4.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76.8KNew |
$4.33M - $4.76M
|
76.8K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.5K+ 12.08% |
$2.85M - $3.13M
|
469K
$27.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
32.7KNew |
$1.84M - $2.02M
|
32.7K
$1.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
29.6K+ 10.88% |
$1.67M - $1.83M
|
301K
$17.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.8K+ 59.83% |
$1.57M - $1.72M
|
74.2K
$4.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
25.9K+ 16.31% |
$1.46M - $1.61M
|
185K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
24.5KNew |
$1.38M - $1.52M
|
24.5K
$1.46M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
24.3KNew |
$1.37M - $1.51M
|
24.3K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21.9K+ 196.72% |
$1.24M - $1.36M
|
33.1K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
21.7KNew |
$1.22M - $1.34M
|
21.7K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
20.8K+ 26.47% |
$1.17M - $1.29M
|
99.6K
$5.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
19.4K+ 87.92% |
$1.09M - $1.2M
|
41.5K
$2.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.9K+ 2828.8% |
$1.01M - $1.11M
|
18.5K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.9K+ 383.37% |
$897K - $986K
|
20.1K
$1.19M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
15.4KNew |
$871K - $957K
|
15.4K
$919K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
13.1KNew |
$738K - $812K
|
13.1K
$779K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.87KNew |
$557K - $612K
|
9.87K
$588K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.6K+ 29.29% |
$428K - $471K
|
33.5K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.24KNew |
$408K - $448K
|
7.24K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.4KNew |
$304K - $335K
|
5.4K
$321K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$258K - $283K
|
4.57K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.36K+ 84.35% |
$246K - $270K
|
9.52K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.08K+ 8.73% |
$230K - $253K
|
50.8K
$3.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.84KNew |
$216K - $238K
|
3.84K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
3.81K+ 2.61% |
$215K - $236K
|
150K
$8.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.31K+ 21.34% |
$187K - $205K
|
18.8K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.21K+ 25.93% |
$181K - $199K
|
15.6K
$927K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.8K+ 81.16% |
$158K - $174K
|
6.25K
$372K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.22K+ 0.88% |
$125K - $138K
|
254K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.8K+ 6.29% |
$102K - $112K
|
30.5K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
986+ 26.67% |
$55.6K - $61.1K
|
4.68K
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
462+ 2.21% |
$26K - $28.6K
|
21.4K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300New |
$16.9K - $18.6K
|
300
$17.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
206New |
$11.6K - $12.8K
|
206
$12.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
180New |
$10.1K - $11.2K
|
180
$10.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
150+ 1.49% |
$8.46K - $9.3K
|
10.2K
$610K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
74New |
$4.17K - $4.59K
|
74
$4.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
67New |
$3.78K - $4.15K
|
67
$3.99K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65+ 1.8% |
$3.66K - $4.03K
|
3.67K
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
31+ 18.45% |
$1.75K - $1.92K
|
199
$11.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-437- 2.73% |
$24.6K - $27.1K
|
15.6K
$928K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-488- 3.27% |
$27.5K - $30.2K
|
14.5K
$860K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-591- 5.67% |
$33.3K - $36.6K
|
9.84K
$585K
|