Purchases and Sales Made in Q4 2024 in Principal Exchange Traded Fund (PY)
This table provides information about the institutional ownership of Principal Exchange Traded Fund (PY) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
329KNew |
$16.1M - $17.3M
|
329K
$16.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30.5K+ 3.61% |
$1.49M - $1.6M
|
877K
$44.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.1K+ 2.49% |
$982K - $1.05M
|
825K
$41.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.7K+ 30.91% |
$328K - $352K
|
28.4K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.38K+ 127.03% |
$312K - $335K
|
11.4K
$579K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.44K+ 63.78% |
$266K - $285K
|
14K
$709K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
5.15KNew |
$251K - $270K
|
5.15K
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.97K+ 20.65% |
$194K - $209K
|
23.2K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.68K+ 156.15% |
$180K - $193K
|
6.04K
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.42KNew |
$69.2K - $74.3K
|
1.42K
$71.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
114New |
$5.57K - $5.98K
|
114
$5.79K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
53New |
$2.59K - $2.78K
|
53
$2.69K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5New |
$244 - $262
|
5
$254
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$48.9 - $52.5
|
1
$50.8
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.27K- 27.92% |
$111K - $119K
|
5.86K
$297K
|