Purchases and Sales Made in Q1 2023 in Prin Exch Trad Fds Prin Spectr (PQDI)
This table provides information about the institutional ownership of Prin Exch Trad Fds Prin Spectr (PQDI) during Q1 2023. The information is specifically focused on institutions that hold shares of PRIN EXCH-TRAD FDS PRIN SPECTR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22.2KNew |
$0 - $420K
|
22.2K
$422K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13.6KNew |
$0 - $258K
|
13.6K
$259K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22- 8.94% |
$0 - $417
|
224
$4.27K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-21.3K- 48.98% |
$0 - $403K
|
22.2K
$422K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-28.2K- 48.18% |
$0 - $535K
|
30.4K
$578K
|