Latest Institutional Purchases of Prin Exch Trad Fds Prin Spectr (PQDI)
This list provides information on the latest institutional transactions involving Prin Exch Trad Fds Prin Spectr (PQDI) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.2K+ 16.19% |
$412K - $429K
|
159K
$3.08M
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.9K+ 3.08% |
$299K - $303K
|
530K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
570New |
$10.8K - $10.9K
|
570
$11K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
996KNew |
$18.9M - $19.2M
|
996K
$19.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15.7K+ 3.18% |
$298K - $302K
|
508K
$9.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.92K+ 26.68% |
$112K - $114K
|
28.1K
$543K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
153New |
$2.9K - $2.95K
|
153
$2.96K
|
|
| Q3 2024 | |||||||
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5K+ 20.0% |
$93.1K - $96.6K
|
30K
$580K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10KNew |
$184K - $188K
|
10K
$194K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.29K+ 2920.45% |
$23.5K - $24.1K
|
1.33K
$25.7K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
20.5KNew |
$370K - $382K
|
20.5K
$395K
|
|
| Q4 2023 | |||||||
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20+ 2000.0% |
$341 - $363
|
21
$406
|
|
| 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
$588K
|
|