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 24 institutions that hold shares in the stock, with a total of 4.56 Million shares, which have been reported (via 13F filing form) to have a value of $97.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,896,649
shares
|
$40.4 Million
1.07% of portfolio
|
Q2 2024
Added 10.22%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,854,918
shares
|
$39.5 Million
0.01% of portfolio
|
Q2 2024
Added 8.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
553,351
shares
|
$11.8 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Insight Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
87,011
shares
|
$1.85 Million
0.31% of portfolio
|
Q2 2024
Added 5.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
50,553
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
Added 5.94%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
22,007
shares
|
$468,529
0.0% of portfolio
|
Q2 2024
Reduced 88.97%
|
|
|
Lvz, Inc.
|
Jul 24, 2024 Q2 2024 |
16,641
shares
|
$354,286
0.05% of portfolio
|
Q2 2024
Reduced 4.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
14,155
shares
|
$301,359
0.0% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Aug 12, 2024 Q2 2024 |
11,762
shares
|
$250,412
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
11,453
shares
|
$243,834
0.0% of portfolio
|
Q2 2024
Added 3.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
10,894
shares
|
$231,933
0.0% of portfolio
|
Q2 2024
Reduced 28.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
10,500
shares
|
$223,545
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 23, 2024 Q2 2024 |
9,736
shares
|
$207,279
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
2,439
shares
|
$51,926
0.0% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
2,215
shares
|
$47,157
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,494
shares
|
$31,807
0.0% of portfolio
|
Q1 2024
Reduced 13.24%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
1,455
shares
|
$30,976
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
974
shares
|
$20,736
0.0% of portfolio
|
Q1 2024
Reduced 1.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
812
shares
|
$17,287
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
604
shares
|
$12,859
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
235
shares
|
$5,003
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
62
shares
|
$1,319
0.0% of portfolio
|
Q2 2024
Reduced 90.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$21
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|