Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.03M+ 443.82% |
$47.3M - $50.9M
|
1.26M
$65.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.01M+ 485.43% |
$46.4M - $49.9M
|
1.22M
$63.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
334KNew |
$15.3M - $16.5M
|
334K
$17.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
42.7K+ 0.45% |
$1.96M - $2.11M
|
9.58M
$496M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26K+ 22.17% |
$1.2M - $1.29M
|
143K
$7.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18K+ 11745.75% |
$826K - $888K
|
18.1K
$938K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.1KNew |
$696K - $749K
|
15.1K
$784K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.48K+ 42.51% |
$436K - $468K
|
31.8K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.6K+ 8.45% |
$349K - $376K
|
97.5K
$5.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.79K+ 88.51% |
$220K - $237K
|
10.2K
$528K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.61K+ 264.08% |
$166K - $178K
|
4.98K
$258K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.33K+ 2.31% |
$107K - $115K
|
103K
$5.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.37K+ 49.38% |
$62.7K - $67.5K
|
4.13K
$214K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.33K+ 11.8% |
$61.3K - $65.9K
|
12.6K
$654K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
902+ 15.99% |
$41.4K - $44.6K
|
6.54K
$339K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
778+ 0.76% |
$35.7K - $38.4K
|
103K
$5.31M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
29New |
$1.33K - $1.43K
|
29
$1.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22New |
$1.01K - $1.09K
|
22
$1.14K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11New |
$505 - $544
|
11
$569
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.91K- 2.82% |
$87.9K - $94.5K
|
65.8K
$3.41M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.91K- 2.82% |
$87.9K - $94.5K
|
65.8K
$3.41M
|