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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133New |
$2.47K - $2.57K
|
133
$2.58K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.16KNew |
$21.5K - $22.4K
|
1.16K
$22.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
153New |
$2.84K - $2.96K
|
153
$2.97K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-22.7K- 4.47% |
$422K - $440K
|
485K
$9.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.07M+ 107.66% |
$19.9M - $20.7M
|
2.07M
$40.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-992- 3.59% |
$18.4K - $19.2K
|
26.7K
$517K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.7K- 7.67% |
$755K - $786K
|
489K
$9.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.2K+ 16.19% |
$412K - $429K
|
159K
$3.09M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11.5K- 98.88% |
$217K - $219K
|
130
$2.52K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
570New |
$10.8K - $10.9K
|
570
$11K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.92K+ 26.68% |
$112K - $114K
|
28.1K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.4K- 36.6% |
$197K - $200K
|
18K
$349K
|
|
| Q3 2024 | |||||||
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5K+ 20.0% |
$93.1K - $96.6K
|
30K
$581K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2025
Q2 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.2KClosed |
$224K - $229K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10KNew |
$184K - $188K
|
10K
$194K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
20.5KNew |
$370K - $382K
|
20.5K
$396K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.23K- 40.24% |
$149K - $153K
|
12.2K
$237K
|
|
| Q4 2023 | |||||||
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20+ 2000.0% |
$341 - $363
|
21
$407
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|