Latest Institutional Purchases of Principal Exchange Traded Fds (YLD)
This list provides information on the latest institutional transactions involving Principal Exchange Traded Fds (YLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
569KNew |
$10.7M - $10.9M
|
569K
$11M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
404K+ 294.31% |
$7.57M - $7.73M
|
541K
$10.5M
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
257KNew |
$4.82M - $4.92M
|
257K
$4.98M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
235K+ 297.09% |
$4.4M - $4.49M
|
314K
$6.08M
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
206K+ 44.79% |
$3.85M - $3.94M
|
665K
$12.9M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
59.5K+ 18.2% |
$1.11M - $1.14M
|
386K
$7.49M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50.3K+ 621.97% |
$942K - $962K
|
58.3K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
41.6K+ 7.94% |
$780K - $797K
|
566K
$11M
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
36.1K+ 1.59% |
$677K - $692K
|
2.32M
$44.9M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29.5KNew |
$553K - $565K
|
29.5K
$572K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.8K+ 14.06% |
$464K - $474K
|
201K
$3.9M
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
23.4K+ 2.87% |
$438K - $448K
|
839K
$16.3M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
19.1K+ 2.49% |
$358K - $365K
|
786K
$15.2M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.3K+ 96.77% |
$193K - $197K
|
21K
$406K
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
7.94K+ 34.79% |
$149K - $152K
|
30.8K
$596K
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
7.14K+ 2.8% |
$134K - $137K
|
262K
$5.09M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.51KNew |
$65.8K - $67.3K
|
3.51K
$68.1K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.96K+ 13.87% |
$36.8K - $37.6K
|
16.1K
$313K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.67K+ 7.63% |
$31.3K - $31.9K
|
23.5K
$456K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
726+ 1.92% |
$13.6K - $13.9K
|
38.5K
$746K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
329+ 0.9% |
$6.17K - $6.3K
|
36.8K
$713K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
63+ 0.31% |
$1.18K - $1.21K
|
20.7K
$401K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
34+ 3.23% |
$637 - $651
|
1.09K
$21.1K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.1KNew |
$20.6K - $21.1K
|
1.1K
$21.3K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100+ 6.25% |
$1.88K - $1.92K
|
1.7K
$33K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
37+ 3.09% |
$694 - $710
|
1.24K
$23.9K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
27.2KNew |
$480K - $519K
|
27.2K
$527K
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
22KNew |
$388K - $419K
|
22K
$426K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1KNew |
$17.7K - $19.1K
|
1K
$19.4K
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
42+ 4200.0% |
$742 - $801
|
43
$834
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
58.1KNew |
$1.05M - $1.07M
|
58.1K
$1.13M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
3.75K+ 953.18% |
$67.4K - $69.3K
|
4.14K
$80.3K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
329KNew |
$5.96M - $6.07M
|
329K
$6.39M
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
62.7KNew |
$1.13M - $1.16M
|
62.7K
$1.22M
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.95KNew |
$160K - $166K
|
8.95K
$173K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.54K+ 13.74% |
$79.7K - $83.7K
|
37.6K
$729K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
400New |
$7.02K - $7.37K
|
400
$7.76K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
300New |
$5.27K - $5.53K
|
300
$5.82K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
N/A
|
4
$77.6
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.9KNew |
N/A
|
17.9K
$346K
|
|
Q4 2021 | |||||||
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
14.5KNew |
N/A
|
14.5K
$281K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
320+ 100.0% |
N/A
|
640
$12.4K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
317New |
N/A
|
317
$6.15K
|