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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
31.1MNew |
$1.75B - $1.93B
|
31.1M
$1.9B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
680KNew |
$38.3M - $42.1M
|
680K
$41.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
145KNew |
$8.2M - $9.01M
|
145K
$8.91M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
133K+ 15.99% |
$7.49M - $8.23M
|
964K
$59M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
129K+ 29.15% |
$7.26M - $7.99M
|
571K
$35M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
91.5K+ 46.49% |
$5.16M - $5.67M
|
288K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76.8KNew |
$4.33M - $4.76M
|
76.8K
$4.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
76.8KNew |
$4.33M - $4.76M
|
76.8K
$4.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.5K+ 12.08% |
$2.85M - $3.13M
|
469K
$28.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
32.7KNew |
$1.84M - $2.02M
|
32.7K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
29.6K+ 10.88% |
$1.67M - $1.83M
|
301K
$18.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27.8K+ 59.83% |
$1.57M - $1.72M
|
74.2K
$4.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
25.9K+ 16.31% |
$1.46M - $1.61M
|
185K
$11.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
24.5KNew |
$1.38M - $1.52M
|
24.5K
$1.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
24.3KNew |
$1.37M - $1.51M
|
24.3K
$1.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21.9K+ 196.72% |
$1.24M - $1.36M
|
33.1K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
21.7KNew |
$1.22M - $1.34M
|
21.7K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
20.8K+ 26.47% |
$1.17M - $1.29M
|
99.6K
$6.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
19.4K+ 87.92% |
$1.09M - $1.2M
|
41.5K
$2.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.9K+ 2828.8% |
$1.01M - $1.11M
|
18.5K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.9K+ 383.37% |
$897K - $986K
|
20.1K
$1.23M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
15.4KNew |
$871K - $957K
|
15.4K
$946K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
13.1KNew |
$738K - $812K
|
13.1K
$802K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.87KNew |
$557K - $612K
|
9.87K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.6K+ 29.29% |
$428K - $471K
|
33.5K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.24KNew |
$408K - $448K
|
7.24K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.4KNew |
$304K - $335K
|
5.4K
$331K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$258K - $283K
|
4.57K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.36K+ 84.35% |
$246K - $270K
|
9.52K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.08K+ 8.73% |
$230K - $253K
|
50.8K
$3.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.84KNew |
$216K - $238K
|
3.84K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
3.81K+ 2.61% |
$215K - $236K
|
150K
$9.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.31K+ 21.34% |
$187K - $205K
|
18.8K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.21K+ 25.93% |
$181K - $199K
|
15.6K
$954K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.8K+ 81.16% |
$158K - $174K
|
6.25K
$383K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.22K+ 0.88% |
$125K - $138K
|
254K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.8K+ 6.29% |
$102K - $112K
|
30.5K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
986+ 26.67% |
$55.6K - $61.1K
|
4.68K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
462+ 2.21% |
$26K - $28.6K
|
21.4K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300New |
$16.9K - $18.6K
|
300
$18.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
206New |
$11.6K - $12.8K
|
206
$12.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
180New |
$10.1K - $11.2K
|
180
$11K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
150+ 1.49% |
$8.46K - $9.3K
|
10.2K
$627K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
74New |
$4.17K - $4.59K
|
74
$4.53K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
67New |
$3.78K - $4.15K
|
67
$4.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65+ 1.8% |
$3.66K - $4.03K
|
3.67K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
31+ 18.45% |
$1.75K - $1.92K
|
199
$12.2K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
123KNew |
$6.29M - $7.01M
|
123K
$7.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.8KNew |
$857K - $955K
|
16.8K
$1.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.8KNew |
$706K - $787K
|
13.8K
$846K
|
|