Purchases and Sales Made in Q1 2024 in Principal ETF U.S. Small Cap M (PSC)
This table provides information about the institutional ownership of Principal ETF U.S. Small Cap M (PSC) during Q1 2024. The information is specifically focused on institutions that hold shares of PRINCIPAL ETF U.S. SMALL-CAP M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
336K+ 3.65% |
$14.9M - $16.6M
|
9.54M
$487M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62.3K+ 225.24% |
$2.76M - $3.09M
|
89.9K
$4.59M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.4K+ 54.59% |
$1.84M - $2.05M
|
117K
$5.99M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25.7K+ 12.47% |
$1.14M - $1.28M
|
232K
$11.8M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22.3KNew |
$988K - $1.11M
|
22.3K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.2K+ 10.17% |
$852K - $953K
|
208K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.9K+ 30.78% |
$706K - $790K
|
67.7K
$3.46M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.9K+ 30.78% |
$706K - $790K
|
67.7K
$3.46M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.2KNew |
$498K - $557K
|
11.2K
$574K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.72K+ 5.96% |
$254K - $284K
|
102K
$5.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.64KNew |
$250K - $280K
|
5.64K
$288K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.42KNew |
$240K - $268K
|
5.42K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.21KNew |
$231K - $258K
|
5.21K
$266K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.8K+ 50.65% |
$168K - $188K
|
11.3K
$577K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.36K+ 2.39% |
$105K - $117K
|
101K
$5.15M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.91K+ 2.91% |
$84.8K - $94.8K
|
67.7K
$3.46M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.72K+ 164.24% |
$76.1K - $85.2K
|
2.76K
$141K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
342New |
$15.2K - $17K
|
342
$17.5K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
99+ 183.33% |
$4.39K - $4.91K
|
153
$7.81K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-6- 0.44% |
$266 - $297
|
1.37K
$69.8K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.37K- 33.06% |
$60.5K - $67.7K
|
2.76K
$141K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.6K- 7.79% |
$337K - $377K
|
89.9K
$4.59M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-24.6K- 66.16% |
$1.09M - $1.22M
|
12.6K
$641K
|