Purchases and Sales Made in Q3 2023 in Principal Exchange Traded Fds (YLD)
This table provides information about the institutional ownership of Principal Exchange Traded Fds (YLD) during Q3 2023. The information is specifically focused on institutions that hold shares of PRINCIPAL EXCHANGE-TRADED FDS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
188K+ 932.49% |
$3.38M - $3.47M
|
208K
$4.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
BUY
|
- |
126K+ 30.91% |
$2.28M - $2.34M
|
535K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
67.9K+ 17.27% |
$1.22M - $1.25M
|
461K
$8.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
58.1KNew |
$1.05M - $1.07M
|
58.1K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38K+ 200.05% |
$684K - $703K
|
57K
$1.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.6KNew |
$443K - $455K
|
24.6K
$479K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
22.8K+ 2.92% |
$410K - $421K
|
803K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.49K+ 29.82% |
$171K - $175K
|
41.3K
$805K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.74K+ 122.98% |
$121K - $125K
|
12.2K
$238K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
3.75K+ 953.18% |
$67.4K - $69.3K
|
4.14K
$80.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.61K+ 5.75% |
$47K - $48.3K
|
48K
$935K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.12KNew |
$20.2K - $20.8K
|
1.12K
$21.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
620New |
$11.2K - $11.5K
|
620
$12.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
421+ 0.02% |
$7.58K - $7.78K
|
2.2M
$42.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$18 - $18.5
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-563- 4.78% |
$10.1K - $10.4K
|
11.2K
$218K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-1.26K- 10.7% |
$22.6K - $23.3K
|
10.5K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.61K- 19.82% |
$64.9K - $66.7K
|
14.6K
$284K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.1K- 29.77% |
$217K - $223K
|
28.5K
$555K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-35.8K- 51.64% |
$645K - $662K
|
33.5K
$653K
|