Purchases and Sales Made in Q4 2024 in Principal Fds Principal Invt G (IG)
This table provides information about the institutional ownership of Principal Fds Principal Invt G (IG) during Q4 2024. The information is specifically focused on institutions that hold shares of PRINCIPAL FDS PRINCIPAL INVT G.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
674KNew |
$13.7M - $14.4M
|
674K
$13.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
104K+ 5.1% |
$2.11M - $2.22M
|
2.14M
$44.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
82K+ 4.16% |
$1.67M - $1.76M
|
2.06M
$42.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
47.1KNew |
$958K - $1.01M
|
47.1K
$974K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.7KNew |
$868K - $914K
|
42.7K
$883K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.5KNew |
$641K - $675K
|
31.5K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
29.8K+ 78.35% |
$606K - $638K
|
67.8K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.9K+ 83.05% |
$242K - $255K
|
26.2K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
7.02K+ 4.64% |
$143K - $150K
|
158K
$3.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.71K+ 3.19% |
$34.7K - $36.5K
|
55.3K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
422+ 2.99% |
$8.58K - $9.04K
|
14.5K
$301K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
183+ 12.05% |
$3.72K - $3.92K
|
1.7K
$35.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.09% |
$40.7 - $42.8
|
2.35K
$48.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$20.3 - $21.4
|
1
$20.7
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-957- 38.87% |
$19.5K - $20.5K
|
1.51K
$31.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.27K- 87.42% |
$25.9K - $27.2K
|
183
$3.78K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-18.6K- 11.73% |
$379K - $399K
|
140K
$2.9M
|