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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
58.1KNew |
$1.05M - $1.07M
|
58.1K
$1.09M
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
329KNew |
$5.96M - $6.07M
|
329K
$6.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
62.7KNew |
$1.13M - $1.16M
|
62.7K
$1.17M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.95KNew |
$160K - $166K
|
8.95K
$167K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.54K+ 13.74% |
$78.8K - $83.7K
|
37.6K
$704K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
400New |
$6.94K - $7.37K
|
400
$7.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
300New |
$5.2K - $5.53K
|
300
$5.61K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$69.2 - $75.4
|
4
$74.8
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.9KNew |
$317K - $355K
|
17.9K
$334K
|
|
| Q4 2021 | |||||||
|
Oct 31, 2022
Q4 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
14.5KNew |
$298K - $304K
|
14.5K
$271K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
320+ 100.0% |
$6.61K - $6.75K
|
640
$12K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
317New |
N/A
|
317
$5.93K
|
|