Clear Harbor Asset Management, LLC Principal Fds Principal Invt G Transaction History

Clear Harbor Asset Management, LLC

$1.22 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 04, 2021	SELL	$26.87 - $27.83 $8,061 - $8,349	-300 Closed	0 $0
Q3 2020 Oct 26, 2020	BUY	$26.76 - $27.69 $8,028 - $8,307	300 New	300 $0

Others Institutions Holding IG

# of Institutions

24

Shares Held

5.21M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

2.03M
Shares

$42.1 Million
1.05% of portfolio
Envestnet Asset Management Inc

1.97M
Shares

$40.8 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

585K
Shares

$12.1 Million
0.02% of portfolio
Western Wealth Management, LLC

159K
Shares

$3.29 Million
0.2% of portfolio
Insight Wealth Partners, LLC

151K
Shares

$3.13 Million
0.65% of portfolio

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