Latest Institutional Transactions on Prin Exch Trad Fds Prin Spectr (PQDI)
This table provides information on the latest institutional transactions involving Prin Exch Trad Fds Prin Spectr (PQDI) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
500KNew |
$9.31M - $9.67M
|
500K
$9.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.46K+ 5.52% |
$27.1K - $28.2K
|
27.9K
$534K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
492K+ 62074.12% |
$9.15M - $9.5M
|
492K
$9.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
524+ 0.41% |
$9.75K - $10.1K
|
128K
$2.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5K+ 20.0% |
$93.1K - $96.6K
|
30K
$575K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10KNew |
$184K - $188K
|
10K
$192K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.29K+ 2920.45% |
$23.5K - $24.1K
|
1.33K
$25.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.6K- 91.27% |
$29.3K - $30K
|
153
$2.93K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.5K+ 182.44% |
$678K - $700K
|
58.1K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
20.5KNew |
$370K - $382K
|
20.5K
$392K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.23K- 40.24% |
$149K - $153K
|
12.2K
$234K
|
|
| Q4 2023 | |||||||
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20+ 2000.0% |
$341 - $363
|
21
$403
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
17.7K+ 139.35% |
$328K - $352K
|
30.4K
$584K
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
996KNew |
$19.9M - $20M
|
996K
$19.1M
|
|