Latest Institutional Purchases of Principal ETF U.S. Small Cap M (PSC)
This list provides information on the latest institutional transactions involving Principal ETF U.S. Small Cap M (PSC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
52.3KNew |
$2.26M - $2.79M
|
52.3K
$2.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.48KNew |
$64K - $79.1K
|
1.48K
$82.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
584+ 14.25% |
$25.2K - $31.1K
|
4.68K
$260K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
390+ 40.16% |
$16.8K - $20.8K
|
1.36K
$75.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
257New |
$11.1K - $13.7K
|
257
$14.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3+ 2.63% |
$129 - $160
|
117
$6.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
70.3K+ 28.49% |
$3.31M - $3.83M
|
317K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.4KNew |
$207K - $240K
|
4.4K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
340New |
$16K - $18.5K
|
340
$18.9K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
100New |
$4.71K - $5.45K
|
100
$5.56K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
4New |
$189 - $218
|
4
$222
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15KNew |
$763K - $851K
|
15K
$836K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.98KNew |
$202K - $225K
|
3.98K
$221K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.9K+ 47972.41% |
$660K - $728K
|
13.9K
$775K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
878+ 6.95% |
$41.6K - $45.9K
|
13.5K
$751K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
342New |
$15.2K - $17K
|
342
$19K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.4KNew |
$580K - $638K
|
14.4K
$799K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
343New |
$12.8K - $14.4K
|
343
$19.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
136+ 1.79% |
$5.09K - $5.71K
|
7.75K
$431K
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
BUY
|
- |
330New |
$12.2K - $14.8K
|
330
$18.3K
|
|