Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.8M+ 15.91% |
$150M - $166M
|
27.7M
$1.69B
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
124K+ 81.96% |
$4.9M - $5.43M
|
276K
$16.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
120K+ 8.76% |
$4.73M - $5.25M
|
1.49M
$90.9M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
37KNew |
$1.46M - $1.61M
|
37K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.5KNew |
$1.04M - $1.16M
|
26.5K
$1.61M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
15.1KNew |
$595K - $659K
|
15.1K
$919K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.9K+ 9.26% |
$585K - $649K
|
175K
$10.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.3KNew |
$446K - $495K
|
11.3K
$690K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.7K+ 19.56% |
$421K - $467K
|
65.4K
$3.98M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.62K+ 6.64% |
$261K - $289K
|
106K
$6.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.96KNew |
$195K - $217K
|
4.96K
$302K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.79K+ 13.71% |
$189K - $209K
|
39.7K
$2.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.09K+ 11.14% |
$161K - $179K
|
40.8K
$2.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.06K+ 15.23% |
$41.6K - $46.1K
|
7.99K
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
545New |
$21.5K - $23.8K
|
545
$33.2K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
114New |
$4.49K - $4.98K
|
114
$6.94K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-489- 7.04% |
$19.3K - $21.3K
|
6.46K
$393K
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-762- 0.49% |
$30K - $33.3K
|
155K
$9.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.58K- 96.1% |
$62.1K - $68.9K
|
64
$3.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2.22K- 15.64% |
$87.4K - $96.9K
|
12K
$729K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-2.81K- 5.56% |
$110K - $122K
|
47.7K
$2.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.2K- 26.26% |
$283K - $314K
|
20.2K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.73K- 85.48% |
$344K - $381K
|
1.48K
$90.3K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30.5K- 10.11% |
$1.2M - $1.33M
|
271K
$16.5M
|