Latest Institutional Transactions on Principal Fds Principal Invt G (IG)
This table provides information on the latest institutional transactions involving Principal Fds Principal Invt G (IG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
7.02K+ 4.64% |
$143K - $150K
|
158K
$3.26M
|
|
|
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 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-957- 38.87% |
$19.5K - $20.5K
|
1.51K
$31K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.7KNew |
$868K - $914K
|
42.7K
$880K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.5KNew |
$641K - $675K
|
31.5K
$650K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
82K+ 4.16% |
$1.67M - $1.76M
|
2.06M
$42.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$20.3 - $21.4
|
1
$20.6
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
422+ 2.99% |
$8.58K - $9.04K
|
14.5K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
674KNew |
$13.7M - $14.4M
|
674K
$13.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
183+ 12.05% |
$3.72K - $3.92K
|
1.7K
$35.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
47.1KNew |
$958K - $1.01M
|
47.1K
$971K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
104K+ 5.1% |
$2.11M - $2.22M
|
2.14M
$44.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.27K- 87.42% |
$25.9K - $27.2K
|
183
$3.77K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.09% |
$40.7 - $42.8
|
2.35K
$48.4K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.7K+ 1805.42% |
$297K - $316K
|
15.5K
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
124KNew |
$2.51M - $2.67M
|
124K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
159KNew |
$3.22M - $3.42M
|
159K
$3.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.22K- 11.15% |
$24.6K - $26.2K
|
9.68K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.65KNew |
$33.3K - $35.4K
|
1.65K
$33.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.6K+ 5.72% |
$641K - $682K
|
585K
$12.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.96K+ 56.72% |
$121K - $128K
|
16.5K
$339K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-613- 90.81% |
$12.2K - $12.7K
|
62
$1.28K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
604New |
$12.1K - $12.5K
|
604
$12.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
425+ 3.85% |
$8.48K - $8.77K
|
11.5K
$236K
|
|
| Q1 2024 | |||||||
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
9.74KNew |
$199K - $204K
|
9.74K
$201K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.5K- 12.42% |
$30.6K - $31.4K
|
10.6K
$218K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
235New |
$4.8K - $4.93K
|
235
$4.85K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-228- 13.24% |
$4.66K - $4.78K
|
1.49K
$30.8K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.1KNew |
$656K - $674K
|
32.1K
$663K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.38K- 4.09% |
$27.1K - $28.4K
|
32.3K
$666K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
785+ 27.59% |
$16.1K - $16.9K
|
3.63K
$74.9K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
59.5K+ 43.62% |
$1.22M - $1.28M
|
196K
$4.04M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.3KNew |
$25.9K - $27.7K
|
1.3K
$26.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
11.8KNew |
$234K - $250K
|
11.8K
$243K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24.5KNew |
$488K - $521K
|
24.5K
$505K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-15.8KClosed |
$339K - $381K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-242K- 96.03% |
$5.19M - $5.84M
|
10K
$206K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-66Closed |
$1.73K - $1.77K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-860Closed |
$22.3K - $23K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-300Closed |
$8.06K - $8.35K
|
0
$0
|
|