Latest Institutional Transactions on Principal Exchange Traded Fds (YLD)
This table provides information on the latest institutional transactions involving Principal Exchange Traded Fds (YLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.8KNew |
$260K - $270K
|
13.8K
$268K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.5K+ 45.76% |
$217K - $225K
|
36.6K
$710K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.86KNew |
$35.2K - $36.5K
|
1.86K
$36.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
562New |
$10.6K - $11K
|
562
$10.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
272KNew |
$5.13M - $5.33M
|
272K
$5.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.98K- 9.43% |
$37.3K - $38.8K
|
19K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.9KNew |
$528K - $548K
|
27.9K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
19+ 1.54% |
$359 - $373
|
1.25K
$24.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.2K- 67.22% |
$741K - $769K
|
19.1K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
81.1KNew |
$1.53M - $1.59M
|
81.1K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-29.2K- 61.91% |
$551K - $572K
|
17.9K
$349K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
47.1K+ 8.32% |
$890K - $924K
|
613K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
221New |
$4.17K - $4.34K
|
221
$4.29K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
646+ 1.76% |
$12.2K - $12.7K
|
37.4K
$727K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.5K+ 61.72% |
$501K - $520K
|
69.5K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.92K+ 40.0% |
$36.2K - $37.6K
|
6.71K
$130K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-261- 1.62% |
$4.93K - $5.12K
|
15.9K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
15KNew |
$284K - $295K
|
15K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
88.5KNew |
$1.67M - $1.74M
|
88.5K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-252K- 32.06% |
$4.76M - $4.94M
|
534K
$10.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
68.7K+ 12.7% |
$1.3M - $1.35M
|
610K
$11.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.5K+ 24.39% |
$1.45M - $1.5M
|
390K
$7.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
9.46K+ 30.75% |
$179K - $186K
|
40.2K
$781K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
316K+ 157.24% |
$5.97M - $6.2M
|
517K
$10M
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-4.67K- 0.96% |
$88.3K - $91.7K
|
481K
$9.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-3K- 3.05% |
$56.7K - $58.9K
|
95.5K
$1.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
27.4K+ 1.18% |
$517K - $537K
|
2.34M
$45.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
151+ 0.39% |
$2.85K - $2.96K
|
38.6K
$751K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.33K+ 122.01% |
$25K - $26K
|
2.41K
$46.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-1.38K- 0.54% |
$26K - $27K
|
256K
$4.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-70.7K- 26.92% |
$1.33M - $1.39M
|
192K
$3.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$192K - $199K
|
10.1K
$197K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
346K+ 89.44% |
$6.53M - $6.78M
|
732K
$14.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
22.3KNew |
$421K - $437K
|
22.3K
$433K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
62.6KNew |
$1.18M - $1.23M
|
62.6K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.55K- 21.02% |
$29.3K - $30.4K
|
5.82K
$113K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.26K- 35.07% |
$156K - $162K
|
15.3K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.1K+ 135.94% |
$758K - $787K
|
69.7K
$1.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
25.1K+ 2.99% |
$473K - $492K
|
864K
$16.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-101K- 70.93% |
$1.91M - $1.98M
|
41.5K
$805K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.48K+ 70.59% |
$46.8K - $48.6K
|
5.99K
$116K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
334K+ 50.24% |
$6.31M - $6.55M
|
999K
$19.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
4.23KNew |
$79.8K - $82.9K
|
4.23K
$82.1K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
63+ 0.31% |
$1.18K - $1.21K
|
20.7K
$401K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
569KNew |
$10.7M - $10.9M
|
569K
$11M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-221- 8.5% |
$4.14K - $4.23K
|
2.38K
$46.2K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.5K- 11.77% |
$28.2K - $28.8K
|
11.3K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100+ 6.25% |
$1.88K - $1.92K
|
1.7K
$33K
|
|