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
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
150+ 1.49% |
$8.46K - $9.3K
|
10.2K
$639K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
67New |
$3.78K - $4.15K
|
67
$4.18K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
31+ 18.45% |
$1.75K - $1.92K
|
199
$12.4K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
123KNew |
$6.29M - $7.01M
|
123K
$7.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.8KNew |
$857K - $955K
|
16.8K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.8KNew |
$706K - $787K
|
13.8K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.93KNew |
$457K - $509K
|
8.93K
$557K
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
8.21KNew |
$420K - $468K
|
8.21K
$512K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.74K+ 3.16% |
$396K - $441K
|
253K
$15.8M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
149New |
$6.88K - $7.68K
|
149
$9.29K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20+ 0.4% |
$924 - $1.03K
|
5.06K
$315K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.1KNew |
$536K - $616K
|
13.1K
$817K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.43KNew |
$99.4K - $114K
|
2.43K
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.93KNew |
$78.9K - $90.7K
|
1.93K
$120K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
20.8KNew |
$889K - $939K
|
20.8K
$1.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
8.11KNew |
$346K - $366K
|
8.11K
$506K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.63KNew |
$241K - $254K
|
5.63K
$351K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.51K+ 16.62% |
$107K - $113K
|
17.6K
$1.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
191New |
$8.16K - $8.62K
|
191
$11.9K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
545New |
$21.5K - $23.8K
|
545
$34K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
114New |
$4.49K - $4.98K
|
114
$7.11K
|
|
| Q1 2023 | |||||||
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
30.9K+ 77335.0% |
$1.11M - $1.23M
|
31K
$1.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.55KNew |
$163K - $181K
|
4.55K
$284K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
171New |
$6.11K - $6.81K
|
171
$10.7K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3New |
$119 - $134
|
3
$187
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
32New |
$1.28K - $1.43K
|
32
$2K
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.96KNew |
$61.7K - $69.9K
|
1.96K
$122K
|
|