Free Trial

Principal Millennial Global Growth ETF (GENY) Institutional Ownership

$39.37
0.00 (0.00%)
(As of 05/24/2024 ET)

Institutional Ownership Changes (13F Filings) for Principal Millennial Global Growth ETF (NASDAQ:GENY)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$5.86M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$148.21K
Get GENY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Principal Millennial Global Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

GENY Institutional Buying and Selling by Quarter

Principal Millennial Global Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2023 Envestnet Asset Management Inc.460,167$18.26M0.0%+17.4%153.389%
10/24/2023 Cambridge Investment Research Advisors Inc.6,341$252K0.0%-4.9%2.114%
10/23/2023Commonwealth Equity Services LLC16,561$657K0.0%+16.7%5.520%
8/4/2023 Envestnet Asset Management Inc.392,119$16.79M0.0%+22.2%56.017%
7/28/2023 Capital Investment Advisory Services LLC1,081$46K0.0%+44.3%0.154%
7/20/2023 Global Retirement Partners LLC717$31K0.0%-56.6%0.102%
7/13/2023 Cambridge Investment Research Advisors Inc.6,666$285K0.0%-25.0%0.952%
5/11/2023 Envestnet Asset Management Inc.320,982$13.77M0.0%+26.5%45.855%
2/13/2023 Heritage Wealth Management LLC900$35K0.0%+100.0%0.138%
2/8/2023 Belpointe Asset Management LLC1,998$77K0.0%N/A0.307%
2/8/2023 Cambridge Investment Research Advisors Inc.11,085$426K0.0%-8.2%1.705%
2/7/2023Commonwealth Equity Services LLC9,939$381K0.0%-10.8%1.529%
2/7/2023 Envestnet Asset Management Inc.253,675$9.74M0.0%+33.3%39.027%
11/10/2022 Envestnet Asset Management Inc.190,279$6.46M0.0%+28.8%29.274%
10/20/2022 Koshinski Asset Management Inc.570$202K0.0%N/A0.095%
10/18/2022 Koshinski Asset Management Inc.570$202K0.0%N/A0.095%
10/17/2022 Cambridge Investment Research Advisors Inc.12,074$410K0.0%-28.8%2.012%
8/3/2022 Envestnet Asset Management Inc.147,766$5.82M0.0%+54.6%24.628%
7/21/2022 Darrow Company Inc.1,320$51K0.1%N/A0.220%
7/19/2022Commonwealth Equity Services LLC9,214$362K0.0%N/A1.536%
7/13/2022 Cambridge Investment Research Advisors Inc.16,946$667K0.0%-9.3%2.824%
5/4/2022 Envestnet Asset Management Inc.95,600$4.67M0.0%+67.2%17.382%
2/14/2022 LPL Financial LLC130,368$7.52M0.0%+4.0%8.411%
2/11/2022 Equitable Holdings Inc.12,890$744K0.0%-6.0%0.832%
2/4/2022 Envestnet Asset Management Inc.57,166$3.30M0.0%+85.5%3.688%
2/3/2022 Cambridge Investment Research Advisors Inc.24,815$1.43M0.0%+30.9%1.601%
2/3/2022 Advisor Group Holdings Inc.1,892$108K0.0%+16.4%0.122%
11/16/2021 LPL Financial LLC125,352$7.62M0.0%+10.9%7.835%
11/12/2021 Equitable Holdings Inc.13,709$833K0.0%-5.1%0.884%
11/2/2021 Cambridge Investment Research Advisors Inc.18,956$1.15M0.0%+3.8%1.223%
10/29/2021Commonwealth Equity Services LLC3,522$214K0.0%+9.3%0.235%
10/28/2021 Capital Investment Advisory Services LLC740$45K0.0%+81.8%0.049%
10/26/2021 J.W. Cole Advisors Inc.39,289$877K0.1%N/A2.619%
10/12/2021 Koshinski Asset Management Inc.570$35K0.0%N/A0.035%
9/23/2021 Systelligence LLC103,726$6.91M1.8%+52.8%6.692%
8/13/2021 OLD Mission Capital LLC5,959$396K0.0%N/A0.351%
8/13/2021 LPL Financial LLC113,005$7.52M0.0%+1,297.9%6.647%
8/11/2021Commonwealth Equity Services LLC3,221$214K0.0%N/A0.189%
8/11/2021 Equitable Holdings Inc.14,451$961K0.0%+2.1%0.850%
8/10/2021 Cambridge Investment Research Advisors Inc.18,261$1.21M0.0%+26.7%1.074%
Musk, Bezos, and Gates All On Board… (Ad)

Sam Altman, the CEO of OpenAI, has invested $375 million into a breakthrough technology, that legendary financial analyst Porter Stansberry believes… …could be the number-one investment of the decade.

To get all the details of this controversial tech – click here now.
8/4/2021 Envestnet Asset Management Inc.7,498$499K0.0%N/A0.441%
8/4/2021 Redhawk Wealth Advisors Inc.46,814$3.11M0.7%N/A2.754%
8/2/2021 Advisor Group Holdings Inc.1,626$109K0.0%-51.5%0.096%
5/18/2021 Flow Traders U.S. LLC5,171$316K0.0%N/A0.313%
5/18/2021 Jane Street Group LLC59,938$3.67M0.0%+396.7%2.854%
5/7/2021 Cambridge Investment Research Advisors Inc.14,410$881K0.0%+11.3%0.961%
3/30/2021 Koshinski Asset Management Inc.30,543$1.24M0.1%N/A2.262%
2/17/2021 Jane Street Group LLC12,067$699K0.0%-66.1%1.049%
2/12/2021 LPL Financial LLC3,549$206K0.0%N/A0.309%
2/5/2021 Koshinski Asset Management Inc.30,543$1.24M0.1%N/A2.656%
2/4/2021 Cambridge Investment Research Advisors Inc.12,944$750K0.0%+88.4%1.126%
2/2/2021 Koshinski Asset Management Inc.30,543$1.24M0.3%N/A2.656%
11/17/2020 Jane Street Group LLC35,603$1.73M0.0%-31.7%2.739%
11/13/2020 Equitable Holdings Inc.4,991$243K0.0%N/A0.384%
10/29/2020 Cambridge Investment Research Advisors Inc.6,869$334K0.0%+18.8%0.528%
10/9/2020 Global Retirement Partners LLC1,818$88K0.0%+26.9%0.140%
9/4/2020 Principal Financial Group Inc.200,001$8.57M0.0%-7.8%50.000%
8/17/2020 Jane Street Group LLC52,119$2.21M0.0%+229.4%8.687%
8/14/2020 Advisor Group Holdings Inc.4,520$193K0.0%-17.0%0.753%
8/5/2020 Principal Financial Group Inc.200,001$8.57M0.0%-7.8%33.334%
7/27/2020 Cambridge Investment Research Advisors Inc.5,781$248K0.0%N/A0.964%
5/18/2020 Advisor Group Holdings Inc.5,445$175K0.0%N/A0.908%
5/15/2020 Jane Street Group LLC15,821$510K0.0%+190.3%2.637%
(Data available from 1/1/2016 forward)

GENY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GENY shares?

During the previous two years, 9 institutional investors and hedge funds held shares of Principal Millennial Global Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($18.26M), Commonwealth Equity Services LLC ($657K), Cambridge Investment Research Advisors Inc. ($252K), Koshinski Asset Management Inc. ($202K), Belpointe Asset Management LLC ($77K), Darrow Company Inc. ($51K), and Capital Investment Advisory Services LLC ($46K).Learn more on GENY's institutional investors.

Which institutional investors have been buying Principal Millennial Global Growth ETF stock?

The following institutional investors have purchased Principal Millennial Global Growth ETF stock in the last 24 months: Envestnet Asset Management Inc. ($364.57K), Commonwealth Equity Services LLC ($11.58K), Belpointe Asset Management LLC ($2.00K), Darrow Company Inc. ($1.32K), Koshinski Asset Management Inc. ($1.14K), Heritage Wealth Management LLC ($450.00), and Capital Investment Advisory Services LLC ($332.00).

How much institutional buying is happening at Principal Millennial Global Growth ETF?

Institutional investors have bought a total of 381,387 shares in the last 24 months. This purchase volume represents approximately $24.59M in transactions.

Which Principal Millennial Global Growth ETF major shareholders have been selling company stock?

The following institutional investors have sold Principal Millennial Global Growth ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($10.14K), Commonwealth Equity Services LLC ($1.21K), and Global Retirement Partners LLC ($934.00).

How much institutional selling is happening at Principal Millennial Global Growth ETF?

Institutional investors have sold a total of 12,282 shares in the last 24 months. This volume of shares sold represents approximately $783.82K in transactions.


This page (NASDAQ:GENY) was last updated on 5/26/2024 by MarketBeat.com Staff

From Our Partners