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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
346K+ 89.44% |
$6.53M - $6.78M
|
732K
$14.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
334K+ 50.24% |
$6.31M - $6.55M
|
999K
$19.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
316K+ 157.24% |
$5.97M - $6.2M
|
517K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
272KNew |
$5.13M - $5.33M
|
272K
$5.29M
|
|
|
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 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
81.1KNew |
$1.53M - $1.59M
|
81.1K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.5K+ 24.39% |
$1.45M - $1.5M
|
390K
$7.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
68.7K+ 12.7% |
$1.3M - $1.35M
|
610K
$11.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
62.6KNew |
$1.18M - $1.23M
|
62.6K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
47.1K+ 8.32% |
$890K - $924K
|
613K
$11.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.1K+ 135.94% |
$758K - $787K
|
69.7K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.9KNew |
$528K - $548K
|
27.9K
$544K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
27.4K+ 1.18% |
$517K - $537K
|
2.34M
$45.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.5K+ 61.72% |
$501K - $520K
|
69.5K
$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 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
22.3KNew |
$421K - $437K
|
22.3K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
15KNew |
$284K - $295K
|
15K
$293K
|
|
|
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
$712K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$192K - $199K
|
10.1K
$197K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
9.46K+ 30.75% |
$179K - $186K
|
40.2K
$783K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
4.23KNew |
$79.8K - $82.9K
|
4.23K
$82.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.48K+ 70.59% |
$46.8K - $48.6K
|
5.99K
$117K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.92K+ 40.0% |
$36.2K - $37.6K
|
6.71K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.86KNew |
$35.2K - $36.5K
|
1.86K
$36.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.33K+ 122.01% |
$25K - $26K
|
2.41K
$47K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
646+ 1.76% |
$12.2K - $12.7K
|
37.4K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
562New |
$10.6K - $11K
|
562
$10.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
221New |
$4.17K - $4.34K
|
221
$4.31K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
151+ 0.39% |
$2.85K - $2.96K
|
38.6K
$752K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
19+ 1.54% |
$359 - $373
|
1.25K
$24.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
569KNew |
$10.7M - $10.9M
|
569K
$11.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
63+ 0.31% |
$1.18K - $1.21K
|
20.7K
$402K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.1KNew |
$20.6K - $21.1K
|
1.1K
$21.4K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100+ 6.25% |
$1.88K - $1.92K
|
1.7K
$33.1K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
27.2KNew |
$480K - $519K
|
27.2K
$530K
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
22KNew |
$388K - $419K
|
22K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1KNew |
$17.7K - $19.1K
|
1K
$19.5K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
42+ 4200.0% |
$742 - $801
|
43
$838
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
58.1KNew |
$1.05M - $1.07M
|
58.1K
$1.13M
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
329KNew |
$5.96M - $6.07M
|
329K
$6.42M
|
|
|
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
$174K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.54K+ 13.74% |
$78.8K - $83.7K
|
37.6K
$733K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
400New |
$6.94K - $7.37K
|
400
$7.79K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
300New |
$5.2K - $5.53K
|
300
$5.84K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$69.2 - $75.4
|
4
$77.9
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.9KNew |
$317K - $355K
|
17.9K
$348K
|
|