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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.32MNew |
$68.7M - $76.5M
|
1.32M
$73.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
322K+ 28.75% |
$16.7M - $18.6M
|
1.44M
$80.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
156K+ 2077.9% |
$8.1M - $9.02M
|
164K
$9.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
139K+ 37.01% |
$7.19M - $8.01M
|
513K
$28.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
137K+ 670.9% |
$7.11M - $7.92M
|
157K
$8.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
118KNew |
$6.14M - $6.84M
|
118K
$6.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
113KNew |
$5.89M - $6.56M
|
113K
$6.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
87.6K+ 18.53% |
$4.55M - $5.07M
|
561K
$31.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
73.6KNew |
$3.82M - $4.25M
|
73.6K
$4.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
71.7K+ 10.7% |
$3.72M - $4.14M
|
741K
$41.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
64.4K+ 1.11% |
$3.34M - $3.72M
|
5.85M
$325M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
52.3K+ 19.3% |
$2.72M - $3.03M
|
323K
$18M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
40.4KNew |
$2.1M - $2.34M
|
40.4K
$2.25M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.1K+ 96.73% |
$1.93M - $2.15M
|
75.5K
$4.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.3K+ 182.97% |
$1.62M - $1.81M
|
48.3K
$2.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
25.1KNew |
$1.3M - $1.45M
|
25.1K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
20.4K+ 361.5% |
$1.06M - $1.18M
|
26K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18K+ 9.73% |
$935K - $1.04M
|
203K
$11.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
14.2K+ 64.31% |
$737K - $821K
|
36.3K
$2.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.6K+ 1.62% |
$652K - $726K
|
788K
$43.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.8K+ 200.8% |
$560K - $623K
|
16.2K
$898K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10.5KNew |
$548K - $610K
|
10.5K
$586K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.41K+ 7.41% |
$385K - $428K
|
107K
$5.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.04K+ 36.93% |
$314K - $349K
|
22.4K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.57KNew |
$289K - $322K
|
5.57K
$309K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.49KNew |
$285K - $317K
|
5.49K
$305K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.26K+ 49.4% |
$273K - $304K
|
15.9K
$885K
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
5.26K+ 3.81% |
$273K - $304K
|
143K
$7.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.91KNew |
$255K - $284K
|
4.91K
$273K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.82K+ 17.8% |
$250K - $279K
|
31.9K
$1.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
4.12K+ 2.35% |
$214K - $238K
|
179K
$9.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.03KNew |
$209K - $233K
|
4.03K
$224K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.87K+ 19.28% |
$201K - $223K
|
23.9K
$1.33M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.7K+ 43.14% |
$192K - $214K
|
12.3K
$682K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
3.12K+ 75.65% |
$162K - $181K
|
7.25K
$403K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.02K+ 28.23% |
$157K - $174K
|
13.7K
$761K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.99K+ 32.71% |
$104K - $115K
|
8.09K
$450K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.66K+ 17.11% |
$86.2K - $96K
|
11.4K
$631K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.47K+ 10.51% |
$76.5K - $85.2K
|
15.5K
$862K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.4K+ 782.68% |
$72.8K - $81K
|
1.58K
$87.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.24KNew |
$64.1K - $71.4K
|
1.24K
$68.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.08K+ 13.19% |
$55.9K - $62.3K
|
9.24K
$514K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.07K+ 21.19% |
$55.6K - $61.9K
|
6.12K
$340K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
906+ 1.54% |
$47K - $52.4K
|
59.9K
$3.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
383New |
$19.9K - $22.1K
|
383
$21.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
100New |
$5.19K - $5.78K
|
100
$5.56K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
89+ 0.12% |
$4.62K - $5.15K
|
72K
$4M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13New |
$675 - $752
|
13
$723
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 100.0% |
$51.9 - $57.8
|
2
$111
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
52.3KNew |
$2.26M - $2.79M
|
52.3K
$2.91M
|
|