Purchases and Sales Made in Q2 2024 in Principal Exchange Traded Fund (PY)

PY Quotes by TradingView

This table provides information about the institutional ownership of Principal Exchange Traded Fund (PY) during Q2 2024. The information is specifically focused on institutions that hold shares of PRINCIPAL EXCHANGE-TRADED FUND.

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
 -
151K
+ 22.38%
$6.62M - $6.98M
824K $41.1M
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

BUY
 -
129K
+ 19.66%
$5.66M - $5.97M
785K $39.1M
Jul 29, 2024 Q2 2024
Principal Financial Group Inc

Des Moines, IA
BUY
 -
26.6K
+ 10.19%
$1.17M - $1.23M
288K $14.3M
Aug 14, 2024 Q2 2024
Gts Securities LLC

New York, NY
BUY
 -
20.2K
+ 252.07%
$889K - $938K
28.3K $1.41M
Aug 07, 2024 Q2 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
2.12K
+ 13.07%
$93.3K - $98.4K
18.4K $915K
Aug 13, 2024 Q2 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
1.55K
+ 43.03%
$68.1K - $71.7K
5.15K $256K
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
217
New
$9.53K - $10.1K
217 $10.8K
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
129
+ 2.95%
$5.67K - $5.98K
4.51K $224K
Jul 12, 2024 Q2 2024
Sound Income Strategies, LLC

BUY
 -
100
New
$4.39K - $4.63K
100 $4.98K
Aug 12, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
84
New
$3.69K - $3.89K
84 $4.18K
Aug 14, 2024 Q2 2024
Capital Investment Advisory Services, LLC

BUY
 -
18
New
$791 - $834
18 $896
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
15
New
$659 - $695
15 $747
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 13, 2024 Q2 2024
Ubs Group Ag

SELL
 -
-3
- 3.95%
$132 - $139
73 $3.64K
Jul 26, 2024 Q2 2024
Cambridge Investment Research Advisors, Inc.

SELL
 -
-947
- 15.86%
$41.6K - $43.9K
5.02K $250K
Aug 15, 2024 Q2 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-7.65K
- 33.25%
$336K - $354K
15.3K $764K
Jul 16, 2024 Q2 2024
Wealth Enhancement Advisory Services, LLC

SELL
 -
-15.8K
- 12.08%
$694K - $731K
115K $5.72M

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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