Purchases and Sales Made in Q1 2024 in Principal ETF U S Mega Cap (USMC)
This table provides information about the institutional ownership of Principal ETF U S Mega Cap (USMC) during Q1 2024. The information is specifically focused on institutions that hold shares of PRINCIPAL ETF U S MEGA-CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.1M+ 125.49% |
$97.2M - $108M
|
3.78M
$230M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.04M+ 124.45% |
$94.3M - $105M
|
3.68M
$224M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
352KNew |
$16.2M - $18.1M
|
352K
$21.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
88.5K+ 25.77% |
$4.09M - $4.56M
|
432K
$26.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.8K+ 32.38% |
$3.92M - $4.37M
|
347K
$21.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.8K+ 32.38% |
$3.92M - $4.37M
|
347K
$21.1M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
65.5KNew |
$3.03M - $3.38M
|
65.5K
$3.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
33K+ 10.01% |
$1.52M - $1.7M
|
362K
$22.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.6K+ 5.71% |
$1.23M - $1.37M
|
493K
$30M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.6K+ 189.62% |
$1.23M - $1.37M
|
40.6K
$2.47M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.7KNew |
$1M - $1.12M
|
21.7K
$1.32M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.6K+ 3266.77% |
$954K - $1.06M
|
21.3K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.8K+ 131.7% |
$778K - $869K
|
29.6K
$1.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.3K+ 5.96% |
$613K - $684K
|
236K
$14.4M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4K+ 129.16% |
$525K - $586K
|
20.2K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$470K - $524K
|
10.2K
$619K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.1K+ 105.84% |
$374K - $418K
|
15.8K
$959K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.8K+ 414.87% |
$268K - $299K
|
7.2K
$438K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.6K+ 27.55% |
$212K - $237K
|
21.3K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.92K+ 17.04% |
$181K - $202K
|
26.9K
$1.64M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.49K+ 6.54% |
$115K - $128K
|
40.6K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.59K+ 21.73% |
$73.6K - $82.1K
|
8.92K
$543K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 0.48% |
$60K - $67K
|
274K
$16.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
970New |
$44.8K - $50K
|
970
$59K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
666+ 0.45% |
$30.8K - $34.3K
|
150K
$9.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
168New |
$7.76K - $8.66K
|
168
$10.2K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
149New |
$6.88K - $7.68K
|
149
$9.07K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20+ 0.4% |
$924 - $1.03K
|
5.06K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-189- 1.92% |
$8.73K - $9.74K
|
9.66K
$588K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-212- 3.33% |
$9.79K - $10.9K
|
6.16K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-280- 1.92% |
$12.9K - $14.4K
|
14.3K
$870K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-328- 36.04% |
$15.2K - $16.9K
|
582
$35.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-383- 0.67% |
$17.7K - $19.7K
|
56.8K
$3.46M
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-442- 0.55% |
$20.4K - $22.8K
|
79.9K
$4.86M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-477- 6.21% |
$22K - $24.6K
|
7.2K
$438K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-970- 4.67% |
$44.8K - $50K
|
19.8K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.47K- 1.58% |
$160K - $179K
|
216K
$13.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.6K- 7.38% |
$1.28M - $1.42M
|
347K
$21.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.46M- 6.56% |
$114M - $127M
|
35.1M
$2.14B
|