Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
9.43MNew |
$479M - $534M
|
9.43M
$510M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
401K+ 30.88% |
$20.3M - $22.7M
|
1.7M
$91.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
36.8K+ 17.54% |
$1.87M - $2.08M
|
247K
$13.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.3KNew |
$676K - $754K
|
13.3K
$720K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.59K+ 192.06% |
$385K - $430K
|
11.5K
$625K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.31KNew |
$219K - $244K
|
4.31K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.12KNew |
$209K - $233K
|
4.12K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.98KNew |
$202K - $225K
|
3.98K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.19KNew |
$111K - $124K
|
2.19K
$118K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.5K+ 28.87% |
$76.2K - $85K
|
6.7K
$363K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.27K+ 187.41% |
$64.2K - $71.6K
|
1.94K
$105K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
114New |
$5.79K - $6.45K
|
114
$6.17K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
99New |
$5.03K - $5.6K
|
99
$5.35K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
32New |
$1.62K - $1.81K
|
32
$1.73K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
26New |
$1.32K - $1.47K
|
26
$1.41K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-203- 0.35% |
$10.3K - $11.5K
|
57.6K
$3.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-265- 0.82% |
$13.5K - $15K
|
32.2K
$1.74M
|