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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
31.1MNew |
$1.75B - $1.93B
|
31.1M
$1.92B
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
67New |
$3.78K - $4.15K
|
67
$4.15K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-44.4K- 1.01% |
$2.5M - $2.75M
|
4.37M
$270M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
133K+ 15.99% |
$7.49M - $8.23M
|
964K
$59.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
25.9K+ 16.31% |
$1.46M - $1.61M
|
185K
$11.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
20.8K+ 26.47% |
$1.17M - $1.29M
|
99.6K
$6.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
29.6K+ 10.88% |
$1.67M - $1.83M
|
301K
$18.7M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.87KNew |
$557K - $612K
|
9.87K
$611K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.8K+ 81.16% |
$158K - $174K
|
6.25K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
462+ 2.21% |
$26K - $28.6K
|
21.4K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$258K - $283K
|
4.57K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.22K+ 0.88% |
$125K - $138K
|
254K
$15.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
31+ 18.45% |
$1.75K - $1.92K
|
199
$12.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
24.5KNew |
$1.38M - $1.52M
|
24.5K
$1.52M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-22.7K- 97.29% |
$1.16M - $1.29M
|
632
$39.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-497- 3.86% |
$25.4K - $28.3K
|
12.4K
$766K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.12K- 28.83% |
$415K - $463K
|
20.1K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-44K- 15.92% |
$2.25M - $2.51M
|
232K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
12.6K+ 425.63% |
$642K - $716K
|
15.5K
$960K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.15KNew |
$212K - $237K
|
4.15K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.02K+ 519.59% |
$155K - $172K
|
3.61K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.1K+ 11.78% |
$2.26M - $2.51M
|
418K
$25.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.65K+ 22.72% |
$443K - $493K
|
46.8K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.16KNew |
$264K - $294K
|
5.16K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
131KNew |
$6.72M - $7.49M
|
131K
$8.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.93KNew |
$457K - $509K
|
8.93K
$553K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.4KNew |
$2.38M - $2.65M
|
46.4K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.3K- 10.17% |
$1.14M - $1.27M
|
197K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.38K+ 18.94% |
$122K - $136K
|
14.9K
$925K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.47K+ 45.22% |
$178K - $198K
|
11.2K
$690K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.16K+ 12.37% |
$162K - $180K
|
28.7K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-15.7K- 69.95% |
$803K - $895K
|
6.75K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-58- 0.97% |
$2.97K - $3.31K
|
5.89K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
16K+ 261.62% |
$817K - $911K
|
22.1K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.2K+ 8.11% |
$61.5K - $68.6K
|
16K
$992K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.04K- 6.14% |
$53.3K - $59.4K
|
15.9K
$985K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
10.4KNew |
$533K - $594K
|
10.4K
$645K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
361+ 3.71% |
$18.5K - $20.6K
|
10.1K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
3.53K+ 2.47% |
$180K - $201K
|
146K
$9.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
8.21KNew |
$420K - $468K
|
8.21K
$508K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
53.1K+ 13.65% |
$2.71M - $3.02M
|
442K
$27.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
73K+ 1.73% |
$3.74M - $4.16M
|
4.28M
$265M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
123KNew |
$6.29M - $7.01M
|
123K
$7.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.8KNew |
$857K - $955K
|
16.8K
$1.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-775- 2.9% |
$39.6K - $44.2K
|
25.9K
$1.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-255- 1.14% |
$13K - $14.5K
|
22.1K
$1.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.8KNew |
$706K - $787K
|
13.8K
$855K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.98K- 1.39% |
$306K - $341K
|
425K
$26.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.74K+ 3.16% |
$396K - $441K
|
253K
$15.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.6K- 2.3% |
$81.8K - $91.1K
|
67.9K
$4.2M
|
|