Latest Institutional Transactions on Principal ETF U S Mega Cap (USMC)
This table provides information on the latest institutional transactions involving Principal ETF U S Mega Cap (USMC) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3+ 0.02% |
$153 - $188
|
18.5K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
319+ 0.99% |
$16.2K - $20K
|
32.6K
$2.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
349New |
$17.8K - $21.8K
|
349
$21.8K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-706- 6.89% |
$36K - $44.2K
|
9.54K
$595K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.64% |
$50.9 - $62.6
|
158
$9.85K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-20.6K- 85.2% |
$1.05M - $1.29M
|
3.58K
$223K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
138+ 0.58% |
$7.03K - $8.63K
|
23.8K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-4.59K- 0.5% |
$234K - $287K
|
921K
$57.4M
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
553+ 747.3% |
$30.8K - $34.9K
|
627
$39.1K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
62.9K+ 43.23% |
$3.5M - $3.97M
|
208K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.73K+ 65.38% |
$264K - $299K
|
12K
$746K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
91.4K+ 50.84% |
$5.1M - $5.77M
|
271K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.03K+ 191.58% |
$392K - $444K
|
10.7K
$667K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
110K+ 23.45% |
$6.13M - $6.94M
|
579K
$36.1M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-396- 1.63% |
$22.1K - $25K
|
23.9K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-150- 2.85% |
$8.36K - $9.47K
|
5.12K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.5KNew |
$977K - $1.11M
|
17.5K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2K+ 1.56% |
$112K - $127K
|
131K
$8.14M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-2.3K- 10.6% |
$128K - $145K
|
19.4K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.86K+ 19.39% |
$549K - $622K
|
60.7K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.02K- 6.52% |
$56.7K - $64.2K
|
14.6K
$909K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.2K- 29.89% |
$1.24M - $1.4M
|
52K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-283- 1.83% |
$15.8K - $17.9K
|
15.2K
$945K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6KNew |
$589K - $667K
|
10.6K
$659K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11.4K+ 34.4% |
$634K - $719K
|
44.5K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.1K+ 135.12% |
$1.17M - $1.33M
|
36.6K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.58KClosed |
$88.1K - $99.9K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.79K+ 19.0% |
$323K - $366K
|
36.3K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.11KNew |
$62.1K - $70.3K
|
1.11K
$69.5K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
291K+ 100.83% |
$16.2M - $18.4M
|
579K
$36.1M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
9New |
$501 - $568
|
9
$561
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
871+ 290.33% |
$48.5K - $55K
|
1.17K
$73K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
112K+ 16.48% |
$6.24M - $7.07M
|
792K
$49.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.47K+ 23.75% |
$249K - $282K
|
23.3K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.61K+ 46.21% |
$368K - $417K
|
20.9K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.5K+ 57.4% |
$642K - $727K
|
31.6K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.31K+ 28.7% |
$296K - $335K
|
23.8K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
46.8K+ 31.18% |
$2.61M - $2.95M
|
197K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-7.52K- 18.12% |
$419K - $475K
|
34K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
745New |
$41.5K - $47K
|
745
$46.5K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
668+ 14.26% |
$37.2K - $42.2K
|
5.35K
$334K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.67K+ 13.42% |
$483K - $548K
|
73.3K
$4.57M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
6.54KNew |
$364K - $413K
|
6.54K
$408K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-125- 1.27% |
$6.97K - $7.89K
|
9.71K
$606K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
67.7KNew |
$3.77M - $4.27M
|
67.7K
$4.22M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
221K+ 38.7% |
$12.3M - $13.9M
|
792K
$49.4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-37- 20.56% |
$2.06K - $2.34K
|
143
$8.92K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.83KNew |
$213K - $242K
|
3.83K
$239K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.2KNew |
$1.57M - $1.78M
|
28.2K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.51KNew |
$251K - $285K
|
4.51K
$281K
|
|