Latest Institutional Purchases of Principal ETF U S Mega Cap (USMC)
This list provides information on the latest institutional transactions involving Principal ETF U S Mega Cap (USMC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
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
|
- |
544K+ 14.39% |
$26.5M - $29.6M
|
4.33M
$238M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
529K+ 14.37% |
$25.7M - $28.7M
|
4.21M
$231M
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
143KNew |
$6.94M - $7.75M
|
143K
$7.85M
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
121K+ 0.34% |
$5.87M - $6.56M
|
35.2M
$1.94B
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
114K+ 76.28% |
$5.56M - $6.21M
|
264K
$14.5M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.4K+ 151.06% |
$747K - $834K
|
25.5K
$1.4M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.7K+ 22.44% |
$619K - $692K
|
69.5K
$3.82M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.87K+ 3.76% |
$431K - $482K
|
245K
$13.5M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.03K+ 39.84% |
$390K - $436K
|
28.2K
$1.55M
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
6.11KNew |
$297K - $332K
|
6.11K
$336K
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
5.23K+ 1.49% |
$254K - $284K
|
357K
$19.6M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.7KNew |
$180K - $201K
|
3.7K
$203K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.49K+ 1.62% |
$170K - $190K
|
219K
$12M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.21K+ 33.18% |
$156K - $174K
|
12.9K
$707K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.2K+ 0.8% |
$107K - $120K
|
276K
$15.2M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.04K+ 9.57% |
$99K - $111K
|
23.3K
$1.28M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.55K+ 110.71% |
$75.3K - $84.2K
|
2.95K
$162K
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
809+ 9.07% |
$39.3K - $43.9K
|
9.73K
$535K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
525+ 3.67% |
$25.5K - $28.5K
|
14.8K
$815K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
477+ 6.62% |
$23.2K - $25.9K
|
7.68K
$422K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
344+ 1.58% |
$16.7K - $18.7K
|
22.1K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
34+ 3.51% |
$1.65K - $1.85K
|
1K
$55.2K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.8K+ 32.38% |
$3.92M - $4.37M
|
347K
$19.1M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.8K+ 131.7% |
$778K - $869K
|
29.6K
$1.63M
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
168New |
$7.76K - $8.66K
|
168
$9.23K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
149New |
$6.88K - $7.68K
|
149
$8.19K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20+ 0.4% |
$924 - $1.03K
|
5.06K
$278K
|
|
Q4 2023 | |||||||
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.1KNew |
$536K - $616K
|
13.1K
$720K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.43KNew |
$99.4K - $114K
|
2.43K
$134K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.93KNew |
$78.9K - $90.7K
|
1.93K
$106K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
20.8KNew |
$889K - $939K
|
20.8K
$1.14M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.9KNew |
$467K - $493K
|
10.9K
$600K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
8.11KNew |
$346K - $366K
|
8.11K
$446K
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.63KNew |
$241K - $254K
|
5.63K
$310K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.51K+ 16.62% |
$107K - $113K
|
17.6K
$968K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
191New |
$8.16K - $8.62K
|
191
$10.5K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
161New |
$6.88K - $7.27K
|
161
$8.85K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
545New |
$21.5K - $23.8K
|
545
$30K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
114New |
$4.49K - $4.98K
|
114
$6.27K
|
|
Q1 2023 | |||||||
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
30.9K+ 77335.0% |
$1.11M - $1.23M
|
31K
$1.7M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.11KNew |
$254K - $283K
|
7.11K
$390K
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.55KNew |
$163K - $181K
|
4.55K
$250K
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.92K+ 7.32% |
$68.6K - $76.4K
|
28.2K
$1.55M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
230New |
$8.22K - $9.15K
|
230
$12.6K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
171New |
$6.11K - $6.81K
|
171
$9.4K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.48KNew |
N/A
|
1.48K
$81.2K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3New |
N/A
|
3
$165
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
32New |
N/A
|
32
$1.76K
|
|
Q4 2020 | |||||||
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.96KNew |
N/A
|
1.96K
$108K
|