Latest Institutional Transactions on Principal Exchange Traded Fund (PSET)
This table provides information on the latest institutional transactions involving Principal Exchange Traded Fund (PSET) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
507+ 7242.86% |
$32.3K - $36.3K
|
514
$36K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.62K+ 3.66% |
$612K - $688K
|
272K
$19.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
253+ 5.13% |
$16.1K - $18.1K
|
5.19K
$363K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.02K- 17.21% |
$64.7K - $72.7K
|
4.89K
$343K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-257- 21.72% |
$16.3K - $18.4K
|
926
$64.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-916- 31.51% |
$57.5K - $63.3K
|
1.99K
$139K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.12K+ 1.67% |
$196K - $216K
|
190K
$13.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
60New |
$3.77K - $4.15K
|
60
$4.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.79K+ 181.88% |
$615K - $677K
|
15.2K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
351New |
$22K - $24.3K
|
351
$24.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.68KNew |
$293K - $323K
|
4.68K
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36+ 0.1% |
$2.26K - $2.49K
|
36.7K
$2.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20New |
$1.26K - $1.38K
|
20
$1.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.4K+ 11.15% |
$1.47M - $1.62M
|
233K
$16.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.64K+ 7.67% |
$228K - $251K
|
51.1K
$3.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.38% |
$62.8 - $69.2
|
262
$18.3K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-210- 27.38% |
$12.5K - $14.3K
|
557
$39K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-200- 0.11% |
$11.9K - $13.6K
|
186K
$13M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.13K- 44.97% |
$186K - $213K
|
3.83K
$268K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6KNew |
$552K - $653K
|
10.6K
$746K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
92+ 49.46% |
$4.77K - $5.65K
|
278
$19.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$51.8 - $61.4
|
1
$70
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21KNew |
$1.14M - $1.22M
|
21K
$1.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-17- 0.04% |
$920 - $986
|
43.5K
$3.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.07K- 30.02% |
$112K - $120K
|
4.83K
$338K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.26K+ 23.68% |
$56.3K - $66.2K
|
6.58K
$461K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
18.2K+ 22.3% |
$814K - $970K
|
99.7K
$6.98M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.3KNew |
$1.16M - $1.41M
|
25.3K
$1.77M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.7KClosed |
$262K - $318K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 08, 2020
Q1 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-77.5KClosed |
$2.19M - $3.36M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-15.2KClosed |
N/A
|
0
$0
|
|