Latest Institutional Transactions on Principal ETF Principal Millen (GENY)
This table provides information on the latest institutional transactions involving Principal ETF Principal Millen (GENY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.58% |
$0 - $80
|
348
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.07KNew |
$357K - $413K
|
9.07K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
68K+ 17.35% |
$2.67M - $3.1M
|
460K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.18K- 40.5% |
$46.4K - $53.7K
|
1.74K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-141- 2.51% |
$5.54K - $6.41K
|
5.48K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
154New |
$6.05K - $7.01K
|
154
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-108- 9.99% |
$4.24K - $4.91K
|
973
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
10KNew |
$393K - $455K
|
10K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-325- 4.88% |
$12.8K - $14.8K
|
6.34K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.37K+ 16.67% |
$93K - $108K
|
16.6K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 1.12% |
$314 - $364
|
725
$0
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
543New |
$21.4K - $23.6K
|
543
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.1KNew |
$597K - $658K
|
15.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 0.43% |
$39.5 - $43.5
|
232
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100+ 135.14% |
$3.95K - $4.35K
|
174
$0
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
165New |
$6.56K - $7.76K
|
165
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
33+ 1.65% |
$1.31K - $1.55K
|
2.03K
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16- 6.96% |
$636 - $752
|
214
$0
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
543New |
$17.9K - $22.1K
|
543
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
206New |
$6.78K - $8.4K
|
206
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
450+ 100.0% |
$14.8K - $18.3K
|
900
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$32.9 - $40.8
|
253
$0
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
570New |
N/A
|
570
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.5KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.5KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100New |
N/A
|
100
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
1.32KNew |
N/A
|
1.32K
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
76KNew |
N/A
|
76K
$0
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.22KClosed |
N/A
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-206Closed |
N/A
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
325New |
N/A
|
325
$0
|
|
| Q3 2021 | |||||||
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-46.8KClosed |
N/A
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Systelligence, LLC
|
SELL
|
- |
-104KClosed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.17KClosed |
N/A
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 29, 2021
Q1 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
193New |
N/A
|
193
$0
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-755- 89.14% |
N/A
|
92
$0
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-16.9K- 7.81% |
N/A
|
200K
$0
|
|
| Q3 2019 | |||||||
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-918Closed |
N/A
|
0
$0
|
|