Purchases and Sales Made in Q4 2023 in Principal Exchange Traded Fds (YLD)
This table provides information about the institutional ownership of Principal Exchange Traded Fds (YLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
751KNew |
$13.3M - $14.3M
|
751K
$14.6M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
341KNew |
$6.02M - $6.5M
|
341K
$6.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
250KNew |
$4.41M - $4.76M
|
250K
$4.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
235KNew |
$4.16M - $4.49M
|
235K
$4.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
131KNew |
$2.31M - $2.49M
|
131K
$2.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
105KNew |
$1.86M - $2.01M
|
105K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
102K+ 211.71% |
$1.8M - $1.94M
|
150K
$2.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
57.5K+ 2.62% |
$1.01M - $1.1M
|
2.25M
$43.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
33.8KNew |
$597K - $645K
|
33.8K
$659K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
27.2KNew |
$480K - $519K
|
27.2K
$530K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.4KNew |
$448K - $484K
|
25.4K
$494K
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
22KNew |
$388K - $419K
|
22K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
20.1K+ 4.37% |
$355K - $384K
|
481K
$9.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.11K+ 1.14% |
$161K - $174K
|
812K
$15.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.79KNew |
$67K - $72.3K
|
3.79K
$73.9K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.6KNew |
$28.3K - $30.5K
|
1.6K
$31.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.14K+ 184.03% |
$20.2K - $21.8K
|
1.76K
$34.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1KNew |
$17.7K - $19.1K
|
1K
$19.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
75+ 6.68% |
$1.32K - $1.43K
|
1.2K
$23.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
43New |
$759 - $820
|
43
$838
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
42+ 4200.0% |
$742 - $801
|
43
$838
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$17.7 - $19.1
|
1
$19.5
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-17- 0.16% |
$300 - $324
|
10.5K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-520- 1.55% |
$9.18K - $9.92K
|
33K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.23K- 8.4% |
$21.7K - $23.4K
|
13.4K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.85K- 16.52% |
$32.7K - $35.3K
|
9.36K
$182K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.04K- 4.95% |
$36.1K - $39K
|
39.3K
$765K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.29K- 8.03% |
$40.4K - $43.6K
|
26.2K
$510K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.56K- 29.15% |
$62.9K - $68K
|
8.66K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-11.9K- 48.16% |
$209K - $226K
|
12.8K
$249K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-40.4K- 70.88% |
$713K - $770K
|
16.6K
$323K
|
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
SELL
|
- |
-44.5K- 8.31% |
$786K - $849K
|
491K
$9.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-118K- 56.67% |
$2.08M - $2.25M
|
90.1K
$1.75M
|