Latest Institutional Purchases of Principal ETF U.S. Small Cap M (PSC)
This list provides information on the latest institutional transactions involving Principal ETF U.S. Small Cap M (PSC) 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 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
271KNew |
$11.7M - $14.4M
|
271K
$14.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
81.3K+ 11.71% |
$3.51M - $4.33M
|
776K
$41.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.7KNew |
$418K - $517K
|
9.7K
$516K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.57KNew |
$370K - $457K
|
8.57K
$456K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.48KNew |
$64K - $79.1K
|
1.48K
$78.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
584+ 14.25% |
$25.2K - $31.1K
|
4.68K
$249K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
257New |
$11.1K - $13.7K
|
257
$13.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
207+ 4.27% |
$8.93K - $11K
|
5.05K
$269K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3+ 2.63% |
$129 - $160
|
117
$6.22K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1New |
$43.1 - $53.3
|
1
$53.2
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
244K+ 170.27% |
$11.5M - $13.3M
|
387K
$20.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
236K+ 14.42% |
$11.1M - $12.9M
|
1.87M
$99.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
129K+ 56.28% |
$6.1M - $7.06M
|
360K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
82.6K+ 19.28% |
$3.89M - $4.5M
|
511K
$27.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
70.3K+ 28.49% |
$3.31M - $3.83M
|
317K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
47.2K+ 19.72% |
$2.23M - $2.57M
|
287K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
41.6K+ 40.17% |
$1.96M - $2.27M
|
145K
$7.73M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.5KNew |
$1.49M - $1.72M
|
31.5K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.9K+ 237.32% |
$1.08M - $1.25M
|
32.5K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
18.4KNew |
$868K - $1M
|
18.4K
$980K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.7K+ 9.96% |
$742K - $858K
|
174K
$9.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.62K+ 495.88% |
$453K - $524K
|
11.6K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.83K+ 26.87% |
$322K - $372K
|
32.2K
$1.71M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.24K+ 23.26% |
$294K - $340K
|
33K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.81KNew |
$227K - $262K
|
4.81K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.57K+ 68.12% |
$215K - $249K
|
11.3K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.4KNew |
$207K - $240K
|
4.4K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.54K+ 26.6% |
$167K - $193K
|
16.9K
$897K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.45KNew |
$116K - $134K
|
2.45K
$130K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.4K+ 17.15% |
$113K - $131K
|
16.4K
$873K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.78K+ 23.1% |
$83.9K - $97.1K
|
9.49K
$505K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
971New |
$45.8K - $52.9K
|
971
$51.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
883+ 0.05% |
$41.6K - $48.1K
|
1.7M
$90.4M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
822+ 7.12% |
$38.7K - $44.8K
|
12.4K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
572+ 13.93% |
$27K - $31.2K
|
4.68K
$249K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
440+ 1692.31% |
$20.7K - $24K
|
466
$24.8K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
340New |
$16K - $18.5K
|
340
$18.1K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
294New |
$13.9K - $16K
|
294
$15.6K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
100New |
$4.71K - $5.45K
|
100
$5.32K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4New |
$189 - $218
|
4
$213
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.9KNew |
$1.42M - $1.58M
|
27.9K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15KNew |
$763K - $851K
|
15K
$800K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.98KNew |
$202K - $225K
|
3.98K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
3.83KNew |
$194K - $217K
|
3.83K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
590+ 73.57% |
$29.9K - $33.4K
|
1.39K
$74.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
32New |
$1.62K - $1.81K
|
32
$1.7K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.9K+ 47972.41% |
$660K - $728K
|
13.9K
$742K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
878+ 6.95% |
$41.6K - $45.9K
|
13.5K
$719K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
342New |
$15.2K - $17K
|
342
$18.2K
|
|