Latest Institutional Purchases of Principal ETF Principal Health (BTEC)
This list provides information on the latest institutional transactions involving Principal ETF Principal Health (BTEC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.1K+ 163.81% |
$407K - $458K
|
19.6K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
694+ 32.06% |
$23.3K - $26.2K
|
2.86K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
380+ 6.15% |
$12.7K - $14.3K
|
6.56K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
226New |
$7.58K - $8.52K
|
226
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15+ 0.13% |
$503 - $566
|
11.3K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3New |
$101 - $113
|
3
$0
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.11K+ 315.72% |
$110K - $124K
|
4.1K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
200+ 6.13% |
$7.04K - $7.95K
|
3.47K
$0
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
156New |
$5.49K - $6.2K
|
156
$0
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11New |
$387 - $437
|
11
$0
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
386New |
$10K - $14.3K
|
386
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
300+ 3.76% |
$7.8K - $11.1K
|
8.28K
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
354New |
$10.5K - $13K
|
354
$0
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
200New |
$6.55K - $7.6K
|
200
$0
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
123New |
$4.03K - $4.67K
|
123
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$32.8 - $38
|
1
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.29KNew |
$41.1K - $45.4K
|
1.29K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
193New |
$6.17K - $6.81K
|
193
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
123New |
$3.93K - $4.34K
|
123
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.3KNew |
N/A
|
6.3K
$0
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
33New |
N/A
|
33
$0
|
|
| Q1 2022 | |||||||
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
68New |
N/A
|
68
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
123New |
N/A
|
123
$0
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
BUY
|
- |
38New |
N/A
|
38
$0
|
|
| Q4 2020 | |||||||
|
Sep 15, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
165New |
N/A
|
165
$0
|
|
| Q1 2019 | |||||||
|
Mar 24, 2023
Q1 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.34K+ 934.97% |
N/A
|
1.48K
$0
|
|