Purchases and Sales Made in Q4 2023 in Principal ETF Principal Health (BTEC)
This table provides information about the institutional ownership of Principal ETF Principal Health (BTEC) during Q4 2023. The information is specifically focused on institutions that hold shares of PRINCIPAL ETF PRINCIPAL HEALTH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.3K+ 146.69% |
$319K - $456K
|
20.7K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.7K+ 106.57% |
$277K - $395K
|
20.7K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.33KNew |
$165K - $235K
|
6.33K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
803+ 281.75% |
$20.9K - $29.8K
|
1.09K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
386New |
$10K - $14.3K
|
386
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
300+ 3.76% |
$7.8K - $11.1K
|
8.28K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-47- 0.9% |
$1.22K - $1.74K
|
5.2K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-80- 5.41% |
$2.08K - $2.97K
|
1.4K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 2.97% |
$2.6K - $3.71K
|
3.27K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-142- 2.03% |
$3.69K - $5.27K
|
6.84K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-241- 7.31% |
$6.27K - $8.94K
|
3.06K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.71K- 40.19% |
$44.3K - $63.2K
|
2.54K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.74K- 26.86% |
$71.2K - $102K
|
7.45K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.43K- 32.32% |
$115K - $164K
|
9.27K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.8K- 33.72% |
$281K - $400K
|
21.2K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-15.5K- 98.08% |
$403K - $575K
|
303
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-51K- 93.69% |
$1.33M - $1.89M
|
3.44K
$0
|