Latest Institutional Purchases of Principal Exchange Traded Fds (YLD)
This list provides information on the latest institutional transactions involving Principal Exchange Traded Fds (YLD) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.53MNew |
$48.5M - $49.6M
|
2.53M
$48.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
622KNew |
$11.9M - $12.2M
|
622K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
241K+ 61.71% |
$4.62M - $4.72M
|
631K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
190K+ 214.68% |
$3.64M - $3.73M
|
279K
$5.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
185KNew |
$3.54M - $3.62M
|
185K
$3.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
117K+ 16.04% |
$2.25M - $2.3M
|
849K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
99.5K+ 520.44% |
$1.91M - $1.95M
|
119K
$2.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
52.4K+ 5.24% |
$1M - $1.03M
|
1.05M
$20.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
35.8K+ 57.13% |
$686K - $702K
|
98.4K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
33.2K+ 5.42% |
$637K - $651K
|
646K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.5K+ 5.5% |
$545K - $558K
|
545K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
27.3K+ 67.99% |
$524K - $536K
|
67.6K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.4K+ 42.42% |
$314K - $321K
|
55K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16.1K+ 1.86% |
$308K - $315K
|
880K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.2KNew |
$253K - $259K
|
13.2K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.7K+ 83.3% |
$244K - $250K
|
28K
$535K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
10.9KNew |
$208K - $213K
|
10.9K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$195K - $200K
|
10.2K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.93K+ 31.97% |
$171K - $175K
|
36.9K
$704K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
8.67K+ 1.62% |
$166K - $170K
|
543K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.83K+ 241.64% |
$112K - $114K
|
8.24K
$157K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.41K+ 65.65% |
$84.4K - $86.4K
|
11.1K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
4.37K+ 2.28% |
$83.7K - $85.7K
|
196K
$3.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.13KNew |
$40.8K - $41.7K
|
2.13K
$40.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.09K+ 11.0% |
$40K - $40.9K
|
21.1K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.03K+ 14.73% |
$38.9K - $39.8K
|
15.8K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.19K+ 11.77% |
$22.9K - $23.4K
|
11.3K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
988+ 16.49% |
$18.9K - $19.4K
|
6.98K
$133K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
809+ 1.16% |
$15.5K - $15.9K
|
70.3K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
775+ 32.58% |
$14.9K - $15.2K
|
3.15K
$60.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
753+ 3.38% |
$14.4K - $14.8K
|
23K
$440K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
691+ 4.6% |
$13.2K - $13.6K
|
15.7K
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
669+ 1.79% |
$12.8K - $13.1K
|
38.1K
$727K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
313New |
$6K - $6.14K
|
313
$5.98K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
285+ 15.31% |
$5.46K - $5.59K
|
2.15K
$41K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
79+ 31.6% |
$1.51K - $1.55K
|
329
$6.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$19.2 - $19.6
|
1
$19.1
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
272KNew |
$5.13M - $5.33M
|
272K
$5.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.1K+ 135.94% |
$758K - $787K
|
69.7K
$1.33M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
4.23KNew |
$79.8K - $82.9K
|
4.23K
$80.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
562New |
$10.6K - $11K
|
562
$10.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
221New |
$4.17K - $4.34K
|
221
$4.22K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
19+ 1.54% |
$359 - $373
|
1.25K
$23.9K
|
|
| Q2 2024 | |||||||
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
569KNew |
$10.7M - $10.9M
|
569K
$10.9M
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.1KNew |
$20.6K - $21.1K
|
1.1K
$20.9K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100+ 6.25% |
$1.88K - $1.92K
|
1.7K
$32.5K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
27.2KNew |
$480K - $519K
|
27.2K
$519K
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
22KNew |
$388K - $419K
|
22K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1KNew |
$17.7K - $19.1K
|
1K
$19.1K
|
|