Principal Securities, Inc. Purchases in Q4 2024

Principal Securities, Inc.

  • $4.44 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
POR
Portland General Electric CO

Utilities
1.26K
+ 23.94%
$43.52 - $48.99 $54.8K - $61.7K
6.52K $284M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
448
+ 1.09%
$126.68 - $134.74 $56.8K - $60.4K
41.4K $5.28B
Liberty Media Corp Del
234
+ 23.42%
N/A
1.23K $104M
CWST
Casella Waste Systems Inc

Industrials
196
+ 10.99%
$97.5 - $113.93 $19.1K - $22.3K
1.98K $209M
CVNA
Carvana Co.

Consumer Cyclical
122
+ 50.0%
$175.8 - $260.8 $21.4K - $31.8K
366 $74.4M
CG
Carlyle Group Inc.

Financial Services
495
+ 54.52%
$43.2 - $54.81 $21.4K - $27.1K
1.4K $70.8M
CARS
Cars.Com Inc.

Consumer Cyclical
1.59K
+ 22.13%
$15.18 - $20.1 $24.2K - $32K
8.79K $152M
WELL
Welltower Inc.

Real Estate
321
+ 7.25%
$123.11 - $139.3 $39.5K - $44.7K
4.75K $599M
IYJ
Ishares Tr

ETFs
248
+ 2.42%
$132.97 - $143.93 $33K - $35.7K
10.5K $1.4B
JEF
Jefferies Financial Group Inc.

Financial Services
355
+ 161.36%
$61.95 - $81.75 $22K - $29K
575 $45.1M
PFGC
Performance Food Group CO

Consumer Defensive
297
+ 29.35%
$78.03 - $90.57 $23.2K - $26.9K
1.31K $111M
GOLD
Barrick Gold Corp

Basic Materials
2.64K
+ 119.37%
$15.23 - $21.19 $40.2K - $55.9K
4.85K $75.1M
SXI
Standex International Corp

Industrials
145
+ 15.04%
$172.48 - $211.52 $25K - $30.7K
1.11K $207M
GATX
Gatx Corp

Industrials
76
+ 9.02%
$128.5 - $165.82 $9.77K - $12.6K
919 $142M
TOST
Toast, Inc.

Technology
577
+ 48.41%
$27.43 - $43.54 $15.8K - $25.1K
1.77K $64.5M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
182
+ 4.83%
$63.19 - $73.31 $11.5K - $13.3K
3.95K $271M
L
Loews Corp

Financial Services
282
+ 24.35%
$76.49 - $87.05 $21.6K - $24.5K
1.44K $122M
MDB
Mongo Db, Inc.

Technology
214
+ 41.39%
$232.81 - $350.13 $49.8K - $74.9K
731 $170M
VNT
Vontier Corp

Technology
526
+ 12.8%
$33.03 - $40.45 $17.4K - $21.3K
4.64K $169M
DFAU
Dimensional ETF Tr

ETFs
743
+ 203.56%
$39.27 - $42.38 $29.2K - $31.5K
1.11K $44.9M
BEKE
Ke Holdings Inc.

Real Estate
1.66K
+ 411.88%
$18.38 - $25.8 $30.6K - $42.9K
2.07K $38.1M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
720
+ 30.81%
$45.38 - $46.88 $32.7K - $33.8K
3.06K $139M
H
Hyatt Hotels Corp

Consumer Cyclical
147
+ 10.27%
$143.07 - $164.62 $21K - $24.2K
1.58K $248M
Innovator Etfs Trust
1.18K
New
N/A
1.18K $29.9M
GEF
Greif, Inc

Consumer Cyclical
537
+ 28.16%
$60.32 - $72.15 $32.4K - $38.7K
2.44K $149M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.79K
+ 22.5%
$19.27 - $20.9 $34.4K - $37.3K
9.72K $192M
HEQT
Simplify Exchange Traded Fds H
1K
New
$28.73 - $30.22 $28.7K - $30.2K
1K $29.5M
HUBB
Hubbell Inc

Industrials
75
+ 36.59%
$418.89 - $472.12 $31.4K - $35.4K
280 $117M
FIW
First Trust Water ETF

ETFs
579
+ 14.17%
$102.02 - $110.91 $59.1K - $64.2K
4.66K $476M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.16K
+ 29.41%
$25.35 - $25.53 $29.3K - $29.5K
5.08K $129M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.24K
+ 5.95%
$34.42 - $35.88 $42.7K - $44.6K
22.1K $768M
FRT
Federal Realty Investment Trust

Real Estate
398
+ 7.78%
$109.55 - $117.53 $43.6K - $46.8K
5.51K $617M
CHDN
Churchill Downs Inc

Consumer Cyclical
246
+ 10.44%
$129.55 - $147.45 $31.9K - $36.3K
2.6K $347M
FLRG
Fidelity Covington Tr U S Mult

ETFs
853
+ 83.55%
$33.66 - $35.72 $28.7K - $30.5K
1.87K $63.4M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
2.29K
+ 2042.86%
$12.44 - $14.36 $28.5K - $32.9K
2.4K $30.2M
FNDA
Schwab Fundamental U S Small C

ETFs
2.2K
+ 178.51%
$29.26 - $59.11 $64.4K - $130K
3.43K $102M
EXI
Ishares Global Industrials ETF

ETFs
202
New
$141.14 - $152.06 $28.5K - $30.7K
202 $28.5M
LDOS
Leidos Holdings, Inc.

Technology
266
+ 50.57%
$143.17 - $201.39 $38.1K - $53.6K
792 $114M
SEIC
Sei Investments CO

Financial Services
155
+ 13.26%
$69.36 - $86.58 $10.8K - $13.4K
1.32K $109M
HUBS
Hubspot Inc

Technology
17
+ 17.17%
$514.07 - $757.4 $8.74K - $12.9K
116 $80.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
647
+ 3.38%
$33.92 - $36.6 $21.9K - $23.7K
19.8K $684M
Invesco Exch Trd Slf Idx Fd
1.08K
New
N/A
1.08K $27.9M
MTB
M&T Bank Corp

Financial Services
132
+ 47.48%
$172.48 - $221.95 $22.8K - $29.3K
410 $77.1M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
700
New
$38.63 - $39.95 $27K - $28K
700 $27.6M
DRLL
Ea Ser Tr Strive U S Energy Et
1.06K
+ 63.32%
N/A
2.73K $74.4M
CORT
Corcept Therapeutics Inc

Healthcare
483
+ 63.55%
$44.66 - $60.85 $21.6K - $29.4K
1.24K $62.6M
SPSC
Sps Commerce Inc

Technology
227
+ 15.97%
$165.0 - $198.81 $37.5K - $45.1K
1.65K $303M
OGE
Oge Energy Corp.

Utilities
659
+ 204.66%
$39.65 - $44.08 $26.1K - $29K
981 $40.5M
MHO
M/I Homes, Inc.

Consumer Cyclical
205
New
$132.44 - $174.81 $27.2K - $35.8K
205 $27.3M
Activity Summary
Buys All Purchases 2017 New Holdings 254 Increased Positions 1763 Sells All Sells 865 Reductions 863 Sold out 2 Options Calls 0 Puts 0
Track This Portfolio

Track Principal Securities, Inc. Portfolio

Follow Principal Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email