Purchases and Sales Made in Q4 2024 in Principal Exchange Traded Fds (YLD)
This table provides information about the institutional ownership of Principal Exchange Traded Fds (YLD) during Q4 2024. The information is specifically focused on institutions that hold shares of PRINCIPAL EXCHANGE-TRADED FDS .
| 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
$48.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
622KNew |
$11.9M - $12.2M
|
622K
$12M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
117K+ 16.04% |
$2.25M - $2.3M
|
849K
$16.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
52.4K+ 5.24% |
$1M - $1.03M
|
1.05M
$20.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
35.8K+ 57.13% |
$686K - $702K
|
98.4K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
27.3K+ 67.99% |
$524K - $536K
|
67.6K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.4K+ 42.42% |
$314K - $321K
|
55K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16.1K+ 1.86% |
$308K - $315K
|
880K
$17M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
10.9KNew |
$208K - $213K
|
10.9K
$210K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$195K - $200K
|
10.2K
$197K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.83K+ 241.64% |
$112K - $114K
|
8.24K
$159K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.41K+ 65.65% |
$84.4K - $86.4K
|
11.1K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
4.37K+ 2.28% |
$83.7K - $85.7K
|
196K
$3.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.13KNew |
$40.8K - $41.7K
|
2.13K
$41.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
988+ 16.49% |
$18.9K - $19.4K
|
6.98K
$135K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
809+ 1.16% |
$15.5K - $15.9K
|
70.3K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
775+ 32.58% |
$14.9K - $15.2K
|
3.15K
$60.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
753+ 3.38% |
$14.4K - $14.8K
|
23K
$445K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
669+ 1.79% |
$12.8K - $13.1K
|
38.1K
$736K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
313New |
$6K - $6.14K
|
313
$6.05K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
285+ 15.31% |
$5.46K - $5.59K
|
2.15K
$41.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-778- 0.3% |
$14.9K - $15.3K
|
255K
$4.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
SELL
|
- |
-2.31K- 0.48% |
$44.2K - $45.2K
|
479K
$9.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.4K- 21.32% |
$84.4K - $86.4K
|
16.3K
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.72K- 26.29% |
$90.4K - $92.5K
|
13.2K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-16.2K- 39.0% |
$310K - $317K
|
25.3K
$489K
|