Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
99.9K+ 10.67% |
$3.37M - $4.1M
|
1.04M
$63M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33.7KNew |
$1.14M - $1.38M
|
33.7K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.5K+ 12.93% |
$1.1M - $1.33M
|
284K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.3K+ 10.14% |
$482K - $585K
|
155K
$9.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.34K+ 9.98% |
$180K - $219K
|
58.8K
$3.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.89K+ 67.52% |
$165K - $201K
|
12.1K
$738K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
4.68K+ 39.28% |
$158K - $192K
|
16.6K
$1.01M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.74K+ 13.37% |
$126K - $153K
|
31.7K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.66K+ 8.88% |
$56.2K - $68.3K
|
20.4K
$1.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
370+ 0.22% |
$12.5K - $15.2K
|
167K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-98- 1.33% |
$3.31K - $4.02K
|
7.25K
$441K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-182- 0.18% |
$6.14K - $7.47K
|
103K
$6.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-856- 2.24% |
$28.9K - $35.1K
|
37.3K
$2.27M
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.26K- 5.7% |
$76.2K - $92.5K
|
37.3K
$2.27M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.96K- 8.06% |
$99.9K - $121K
|
33.7K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.34K- 5.09% |
$147K - $178K
|
80.9K
$4.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-43.5K- 78.96% |
$1.47M - $1.78M
|
11.6K
$705K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-113K- 97.52% |
$3.83M - $4.65M
|
2.88K
$175K
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.35M- 21.06% |
$214M - $260M
|
23.8M
$1.45B
|