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 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
349New |
$17.8K - $21.8K
|
349
$21.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
319+ 0.99% |
$16.2K - $20K
|
32.6K
$2.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
138+ 0.58% |
$7.03K - $8.63K
|
23.8K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3+ 0.02% |
$153 - $188
|
18.5K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.64% |
$50.9 - $62.6
|
158
$9.85K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
291K+ 100.83% |
$16.2M - $18.4M
|
579K
$36.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
221K+ 38.7% |
$12.3M - $13.9M
|
792K
$49.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
112K+ 16.48% |
$6.24M - $7.07M
|
792K
$49.4M
|
|
|
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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
91.4K+ 50.84% |
$5.1M - $5.77M
|
271K
$16.9M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
67.7KNew |
$3.77M - $4.27M
|
67.7K
$4.22M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
62.9K+ 43.23% |
$3.5M - $3.97M
|
208K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
46.8K+ 31.18% |
$2.61M - $2.95M
|
197K
$12.3M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.2KNew |
$1.57M - $1.78M
|
28.2K
$1.76M
|
|
|
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 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.5KNew |
$977K - $1.11M
|
17.5K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
17.4K+ 279.0% |
$972K - $1.1M
|
23.7K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.5K+ 57.4% |
$642K - $727K
|
31.6K
$1.97M
|
|
|
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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6KNew |
$589K - $667K
|
10.6K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.86K+ 19.39% |
$549K - $622K
|
60.7K
$3.78M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.67K+ 13.42% |
$483K - $548K
|
73.3K
$4.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
8.04KNew |
$448K - $507K
|
8.04K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.03K+ 191.58% |
$392K - $444K
|
10.7K
$667K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.61K+ 46.21% |
$368K - $417K
|
20.9K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
6.54KNew |
$364K - $413K
|
6.54K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.79K+ 19.0% |
$323K - $366K
|
36.3K
$2.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
5.35K+ 1.78% |
$298K - $338K
|
307K
$19.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.31K+ 28.7% |
$296K - $335K
|
23.8K
$1.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.89K+ 106.85% |
$272K - $308K
|
9.46K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.73K+ 65.38% |
$264K - $299K
|
12K
$746K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.51KNew |
$251K - $285K
|
4.51K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.47K+ 23.75% |
$249K - $282K
|
23.3K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.83KNew |
$213K - $242K
|
3.83K
$239K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.8K+ 1.1% |
$156K - $177K
|
256K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2K+ 1.56% |
$112K - $127K
|
131K
$8.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.25K+ 0.03% |
$69.7K - $78.9K
|
4.37M
$272M
|
|
|
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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
871+ 290.33% |
$48.5K - $55K
|
1.17K
$73K
|
|
|
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 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
553+ 747.3% |
$30.8K - $34.9K
|
627
$39.1K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
9New |
$501 - $568
|
9
$561
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76.8KNew |
$4.33M - $4.76M
|
76.8K
$4.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
76.8KNew |
$4.33M - $4.76M
|
76.8K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
13.1KNew |
$738K - $812K
|
13.1K
$817K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.4KNew |
$304K - $335K
|
5.4K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.36K+ 84.35% |
$246K - $270K
|
9.52K
$594K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.84KNew |
$216K - $238K
|
3.84K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
206New |
$11.6K - $12.8K
|
206
$12.8K
|
|