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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16K+ 72.7% |
$324K - $345K
|
38K
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.03K+ 5.98% |
$61.3K - $65.2K
|
53.6K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.49K+ 152.77% |
$30.2K - $32.1K
|
2.46K
$50.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
172+ 1.22% |
$3.49K - $3.71K
|
14.3K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
124KNew |
$2.51M - $2.67M
|
124K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$20.3 - $21.6
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-696- 31.42% |
$14.1K - $15K
|
1.52K
$31.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
64.3K+ 73.87% |
$1.3M - $1.39M
|
151K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
159KNew |
$3.22M - $3.42M
|
159K
$3.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.7K+ 1805.42% |
$297K - $316K
|
15.5K
$318K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.22K- 11.15% |
$24.6K - $26.2K
|
9.68K
$199K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
118K+ 6.38% |
$2.4M - $2.55M
|
1.97M
$40.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
137K+ 7.25% |
$2.79M - $2.96M
|
2.03M
$41.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.52K- 15.14% |
$51.1K - $54.3K
|
14.1K
$290K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.96K+ 56.72% |
$121K - $128K
|
16.5K
$338K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.6K+ 5.72% |
$641K - $682K
|
585K
$12M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.65KNew |
$33.3K - $35.4K
|
1.65K
$33.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-92- 3.77% |
$1.86K - $1.98K
|
2.35K
$48.3K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-613- 90.81% |
$12.2K - $12.7K
|
62
$1.27K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
604New |
$12.1K - $12.5K
|
604
$12.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
425+ 3.85% |
$8.48K - $8.77K
|
11.5K
$235K
|
|
| Q1 2024 | |||||||
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
9.74KNew |
$199K - $204K
|
9.74K
$200K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.5K- 12.42% |
$30.6K - $31.4K
|
10.6K
$217K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
235New |
$4.8K - $4.93K
|
235
$4.83K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-228- 13.24% |
$4.66K - $4.78K
|
1.49K
$30.7K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.1KNew |
$656K - $674K
|
32.1K
$661K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.46KNew |
$29.7K - $30.5K
|
1.46K
$29.9K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.94K- 16.71% |
$75.1K - $83.1K
|
19.6K
$404K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.38K- 4.09% |
$27.1K - $28.4K
|
32.3K
$664K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
785+ 27.59% |
$16.1K - $16.9K
|
3.63K
$74.6K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
59.5K+ 43.62% |
$1.22M - $1.28M
|
196K
$4.03M
|
|
| 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
$242K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24.5KNew |
$488K - $521K
|
24.5K
$504K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-13.2M- 83.81% |
$268M - $299M
|
2.55M
$52.4M
|
|
| 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
|
|