Purchases and Sales Made in Q3 2023 in Principal Exchange Traded Fund (PSET)
This table provides information about the institutional ownership of Principal Exchange Traded Fund (PSET) during Q3 2023. The information is specifically focused on institutions that hold shares of PRINCIPAL EXCHANGE-TRADED FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.5K+ 103.93% |
$2.03M - $2.18M
|
73.6K
$5.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.6K+ 16.31% |
$1.93M - $2.07M
|
254K
$18.4M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21KNew |
$1.14M - $1.22M
|
21K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.47K+ 42.27% |
$188K - $201K
|
11.7K
$844K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.83K+ 2.18% |
$99.2K - $106K
|
86K
$6.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.24K+ 29.8% |
$67K - $71.8K
|
5.39K
$390K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
654New |
$35.4K - $37.9K
|
654
$47.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
78+ 1560.0% |
$4.22K - $4.53K
|
83
$6K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.25% |
$162 - $174
|
1.2K
$86.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-17- 0.04% |
$920 - $986
|
43.5K
$3.15M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-125- 3.07% |
$6.77K - $7.25K
|
3.95K
$285K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.07K- 30.02% |
$112K - $120K
|
4.83K
$349K
|