Institutional Ownership Principal Fds Principal Invt G (IG)
This table provides information about the institutional ownership of Principal Fds Principal Invt G (IG). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 6.07 Million shares, which have been reported (via 13F filing form) to have a value of $126 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,137,920
shares
|
$44.2 Million
0.98% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,055,356
shares
|
$42.5 Million
0.01% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
673,581
shares
|
$13.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
584,981
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
158,301
shares
|
$3.27 Million
0.45% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
140,147
shares
|
$2.9 Million
0.89% of portfolio
|
Q4 2024
Reduced 11.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
67,783
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 78.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
55,285
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
47,103
shares
|
$974,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
42,690
shares
|
$882,829
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
31,538
shares
|
$652,205
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
26,225
shares
|
$542,333
0.0% of portfolio
|
Q4 2024
Added 83.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,456
shares
|
$340,310
0.0% of portfolio
|
Q3 2024
Added 56.72%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
14,543
shares
|
$300,749
0.04% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
11,762
shares
|
$243,238
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,349
shares
|
$48,577
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,702
shares
|
$35,197
0.0% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,505
shares
|
$31,123
0.0% of portfolio
|
Q4 2024
Reduced 38.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,494
shares
|
$30,895
0.0% of portfolio
|
Q1 2024
Reduced 13.24%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
235
shares
|
$4,859
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
183
shares
|
$3,784
0.0% of portfolio
|
Q4 2024
Reduced 87.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$20
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|