Principal Securities, Inc. Purchases in Q3 2024

Principal Securities, Inc.

  • $4.14 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MMSI
Merit Medical Systems Inc

Healthcare
248
+ 15.69%
$84.12 - $100.23 $20.9K - $24.9K
1.83K $181M
BCPC
Balchem Corp

Basic Materials
141
+ 15.55%
$154.1 - $181.56 $21.7K - $25.6K
1.05K $184M
WAFD
Washington Federal Inc

Financial Services
48
+ 0.7%
$27.9 - $36.89 $1.34K - $1.77K
6.92K $241M
FID
First Tr Exchange Trded Fd Vi

ETFs
544
+ 2.84%
$15.76 - $17.74 $8.57K - $9.65K
19.7K $345M
FCNCA
First Citizens Bancshares Inc

Financial Services
15
+ 13.89%
$1685.92 - $2128.51 $25.3K - $31.9K
123 $226M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
393
+ 2.72%
$44.65 - $47.21 $17.5K - $18.6K
14.8K $693M
IWD
Ishares Russell 1000 Val ETF

ETFs
19
+ 0.72%
$173.36 - $189.8 $3.29K - $3.61K
2.67K $507M
Fidelity Covington Trust
458
+ 2.95%
N/A
16K $483M
PLW
Invesco 1 30 Laddered Treasury

ETFs
583
+ 3.24%
N/A
18.6K $540M
ICLN
Ishares

ETFs
1.08K
+ 5.36%
$13.26 - $14.77 $14.4K - $16K
21.3K $313M
FNDA
Schwab Fundamental U S Small C

ETFs
672
+ 119.79%
$54.26 - $60.01 $36.5K - $40.3K
1.23K $73.4M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
631
+ 15.05%
$43.42 - $48.95 $27.4K - $30.9K
4.82K $235M
TECK
Teck Resources LTD

Basic Materials
713
+ 59.77%
$43.48 - $53.4 $31K - $38.1K
1.91K $99.6M
FR
First Industrial Realty Trust Inc

Real Estate
373
+ 14.87%
$47.13 - $56.97 $17.6K - $21.2K
2.88K $161M
ROL
Rollins Inc

Consumer Cyclical
747
+ 30.88%
$45.93 - $51.4 $34.3K - $38.4K
3.17K $160M
MORN
Morningstar, Inc.

Financial Services
93
+ 17.48%
$295.85 - $326.31 $27.5K - $30.3K
625 $199M
ITB
Ishares Tr

ETFs
306
+ 252.89%
$97.52 - $128.64 $29.8K - $39.4K
427 $54.3M
ENV
Envestnet, Inc.

Technology
670
+ 24.44%
$61.13 - $63.25 $41K - $42.4K
3.41K $214M
JKHY
Henry Jack & Associates Inc

Technology
166
+ 14.12%
$160.87 - $177.06 $26.7K - $29.4K
1.34K $237M
SOFI
So Fi Technologies, Inc.

Financial Services
4.7K
+ 134.65%
$6.32 - $8.19 $29.7K - $38.5K
8.19K $64.4M
BOND
Pimco Active Bond Exchange Tra

ETFs
114
+ 1.32%
$90.01 - $95.32 $10.3K - $10.9K
8.75K $828M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
724
+ 20.98%
$46.29 - $48.52 $33.5K - $35.1K
4.18K $202M
OEF
Ishares S&P 100 ETF

ETFs
47
+ 2.09%
$266.03 - $266.03 $12.5K - $12.5K
2.3K $636M
BSEP
Innovator U.S. Equity Buffer E

ETFs
651
+ 6.96%
$39.49 - $42.12 $25.7K - $27.4K
10K $421M
G
Genpact LTD

Technology
891
+ 104.82%
$30.96 - $39.45 $27.6K - $35.1K
1.74K $68.3M
TDY
Teledyne Technologies Inc

Technology
50
+ 13.12%
$381.47 - $437.71 $19.1K - $21.9K
431 $189M
SCHV
Schwab Strategic Tr Us Large C

ETFs
254
+ 7.9%
$73.43 - $80.37 $18.7K - $20.4K
3.47K $279M
THG
Hanover Insurance Group, Inc.

Financial Services
117
+ 11.44%
$123.93 - $149.6 $14.5K - $17.5K
1.14K $169M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
402
+ 4.52%
$31.02 - $36.12 $12.5K - $14.5K
9.29K $336M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
57
+ 1.67%
$104.5 - $114.97 $5.96K - $6.55K
3.47K $398M
SAIA
Saia Inc

Industrials
118
+ 37.7%
$367.6 - $509.42 $43.4K - $60.1K
431 $188M
PKI
Perkinelmer Inc

Healthcare
296
+ 328.89%
N/A
386 $49.3M
AKR
Acadia Realty Trust

Real Estate
1.55K
+ 258.33%
$18.07 - $23.48 $28K - $36.4K
2.15K $50.5M
AXON
Axon Enterprise, Inc.

Industrials
25
+ 8.93%
$286.16 - $399.6 $7.15K - $9.99K
305 $122M
VNO
Vornado Realty Trust

Real Estate
324
+ 16.06%
$25.5 - $39.4 $8.26K - $12.8K
2.34K $92.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
31
+ 1.74%
$240.48 - $267.94 $7.45K - $8.31K
1.82K $485M
BLD
Top Build Corp

Industrials
91
+ 104.6%
$360.4 - $479.09 $32.8K - $43.6K
178 $72.4M
FGRO
Fidelity Covington Tr

ETFs
1.53K
+ 19.72%
$21.1 - $24.63 $32.2K - $37.6K
9.26K $222M
FNDC
Schwab Fundamental Intl Small

ETFs
509
+ 8.88%
$33.85 - $38.5 $17.2K - $19.6K
6.24K $238M
XYL
Xylem Inc.

Industrials
288
+ 216.54%
$126.14 - $141.53 $36.3K - $40.8K
421 $56.8M
HLI
Houlihan Lokey, Inc.

Financial Services
114
+ 12.82%
$134.11 - $161.99 $15.3K - $18.5K
1K $158M
LII
Lennox International Inc

Industrials
37
+ 16.09%
$523.72 - $620.83 $19.4K - $23K
267 $161M
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
310
New
$105.51 - $124.02 $32.7K - $38.4K
310 $38.2M
STT
State Street Corp

Financial Services
129
+ 7.04%
$73.37 - $89.31 $9.46K - $11.5K
1.96K $173M
EQR
Equity Residential

Real Estate
406
+ 27.07%
$67.19 - $78.09 $27.3K - $31.7K
1.91K $142M
ALB
Albemarle Corp

Basic Materials
403
+ 74.63%
$72.85 - $100.09 $29.4K - $40.3K
943 $89.3M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
269
+ 3.07%
$51.3 - $59.04 $13.8K - $15.9K
9.04K $497M
MNST
Monster Beverage Corp

Consumer Defensive
378
+ 4.68%
$45.01 - $52.47 $17K - $19.8K
8.45K $441M
VDE
Vanguard Energy ETF

ETFs
389
+ 19.75%
$117.44 - $131.06 $45.7K - $51K
2.36K $289M
Activity Summary
Buys All Purchases 1932 New Holdings 213 Increased Positions 1719 Sells All Sells 907 Reductions 905 Sold out 2 Options Calls 0 Puts 0
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