Purchases and Sales Made in Q4 2022 in Principal ETF Principal Millen (GENY)
This table provides information about the institutional ownership of Principal ETF Principal Millen (GENY) during Q4 2022. The information is specifically focused on institutions that hold shares of PRINCIPAL ETF PRINCIPAL MILLEN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
63.4K+ 33.32% |
$2.09M - $2.58M
|
254K
$0
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.9K+ 168.97% |
$850K - $1.05M
|
41.1K
$0
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.5KNew |
$411K - $510K
|
12.5K
$0
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2KNew |
$65.7K - $81.4K
|
2K
$0
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
543New |
$17.9K - $22.1K
|
543
$0
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
543New |
$17.9K - $22.1K
|
543
$0
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
450+ 100.0% |
$14.8K - $18.3K
|
900
$0
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
206New |
$6.78K - $8.4K
|
206
$0
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 1.49% |
$164 - $204
|
340
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$32.9 - $40.8
|
1
$0
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$32.9 - $40.8
|
253
$0
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3- 0.37% |
$98.7 - $122
|
805
$0
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-48- 16.22% |
$1.58K - $1.96K
|
248
$0
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-138- 35.75% |
$4.54K - $5.62K
|
248
$0
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-428- 14.01% |
$14.1K - $17.4K
|
2.63K
$0
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-989- 8.19% |
$32.5K - $40.3K
|
11.1K
$0
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.21K- 10.81% |
$39.6K - $49.1K
|
9.94K
$0
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.59K- 20.72% |
$52.3K - $64.8K
|
6.09K
$0
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.3K- 93.49% |
$109K - $135K
|
230
$0
|