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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-437- 2.73% |
$24.6K - $27.1K
|
15.6K
$936K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-488- 3.27% |
$27.5K - $30.2K
|
14.5K
$867K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-591- 5.67% |
$33.3K - $36.6K
|
9.84K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-620- 10.52% |
$34.9K - $38.4K
|
5.27K
$316K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.62K- 10.16% |
$91.2K - $100K
|
14.3K
$858K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.85K- 2.16% |
$160K - $176K
|
129K
$7.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.31K- 4.88% |
$187K - $205K
|
64.6K
$3.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-44.4K- 1.01% |
$2.5M - $2.75M
|
4.37M
$262M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-52.2K- 22.51% |
$2.94M - $3.24M
|
180K
$10.8M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.8K- 79.45% |
$3.03M - $3.34M
|
13.9K
$835K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-59.4K- 1.39% |
$3.35M - $3.68M
|
4.23M
$254M
|