Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
544K+ 14.39% |
$26.5M - $29.6M
|
4.33M
$263M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
529K+ 14.37% |
$25.7M - $28.7M
|
4.21M
$256M
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
143KNew |
$6.94M - $7.75M
|
143K
$8.69M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
121K+ 0.34% |
$5.87M - $6.56M
|
35.2M
$2.14B
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
114K+ 76.28% |
$5.56M - $6.21M
|
264K
$16.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.6K+ 7.97% |
$1.34M - $1.5M
|
374K
$22.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.6K+ 7.97% |
$1.34M - $1.5M
|
374K
$22.8M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.7K+ 3588.92% |
$1.1M - $1.23M
|
23.3K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.4K+ 151.06% |
$747K - $834K
|
25.5K
$1.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.7K+ 22.44% |
$619K - $692K
|
69.5K
$4.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.87K+ 3.76% |
$431K - $482K
|
245K
$14.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.03K+ 39.84% |
$390K - $436K
|
28.2K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
6.11KNew |
$297K - $332K
|
6.11K
$372K
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
5.23K+ 1.49% |
$254K - $284K
|
357K
$21.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.7KNew |
$180K - $201K
|
3.7K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.49K+ 1.62% |
$170K - $190K
|
219K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.21K+ 33.18% |
$156K - $174K
|
12.9K
$783K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.2K+ 0.8% |
$107K - $120K
|
276K
$16.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.04K+ 9.57% |
$99K - $111K
|
23.3K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.55K+ 110.71% |
$75.3K - $84.2K
|
2.95K
$180K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
809+ 9.07% |
$39.3K - $43.9K
|
9.73K
$592K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
525+ 3.67% |
$25.5K - $28.5K
|
14.8K
$902K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
477+ 6.62% |
$23.2K - $25.9K
|
7.68K
$467K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
344+ 1.58% |
$16.7K - $18.7K
|
22.1K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
34+ 3.51% |
$1.65K - $1.85K
|
1K
$61.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-186- 0.69% |
$9.04K - $10.1K
|
26.7K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-208- 3.38% |
$10.1K - $11.3K
|
5.95K
$362K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.08K- 0.25% |
$52.4K - $58.5K
|
431K
$26.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.49K- 6.14% |
$121K - $135K
|
38.1K
$2.32M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.83K- 14.3% |
$138K - $154K
|
17K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.19K- 20.27% |
$155K - $173K
|
12.6K
$764K
|
|
|
Jul 01, 2024
Q2 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-31.9K- 39.94% |
$1.55M - $1.73M
|
48K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-43.1K- 65.73% |
$2.09M - $2.34M
|
22.4K
$1.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-104K- 21.1% |
$5.06M - $5.65M
|
389K
$23.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-106K- 29.31% |
$5.16M - $5.77M
|
256K
$15.6M
|