Latest Institutional Purchases of Principal Fds Principal Invt G (IG)
This list provides information on the latest institutional transactions involving Principal Fds Principal Invt G (IG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
420K+ 19.66% |
$8.36M - $8.74M
|
2.56M
$53.1M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
339K+ 16.19% |
$6.74M - $7.05M
|
2.43M
$50.4M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.6KNew |
$550K - $575K
|
27.6K
$573K
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.5KNew |
$348K - $364K
|
17.5K
$363K
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
11K+ 6.36% |
$219K - $229K
|
184K
$3.82M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.37K+ 0.82% |
$127K - $132K
|
782K
$16.2M
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1KNew |
$19.9K - $20.8K
|
1K
$20.7K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1KNew |
$19.9K - $20.8K
|
1K
$20.7K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
822+ 1.43% |
$16.4K - $17.1K
|
58.2K
$1.21M
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
312New |
$6.21K - $6.49K
|
312
$6.47K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
187+ 12.31% |
$3.72K - $3.89K
|
1.71K
$35.4K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
95+ 0.23% |
$1.89K - $1.98K
|
41.2K
$855K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.01% |
$79.6 - $83.2
|
31.5K
$654K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 0.77% |
$59.7 - $62.4
|
391
$8.11K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40.1KNew |
$804K - $835K
|
40.1K
$831K
|
|
Q4 2024 | |||||||
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
47.1KNew |
$958K - $1.01M
|
47.1K
$977K
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
422+ 2.99% |
$8.58K - $9.04K
|
14.5K
$302K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$20.3 - $21.4
|
1
$20.7
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.6K+ 5.72% |
$641K - $682K
|
585K
$12.1M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.7K+ 1805.42% |
$297K - $316K
|
15.5K
$321K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.96K+ 56.72% |
$121K - $128K
|
16.5K
$341K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.65KNew |
$33.3K - $35.4K
|
1.65K
$34.1K
|
|
Q2 2024 | |||||||
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
$238K
|
|
Q1 2024 | |||||||
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.1KNew |
$656K - $674K
|
32.1K
$667K
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
9.74KNew |
$199K - $204K
|
9.74K
$202K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
235New |
$4.8K - $4.93K
|
235
$4.87K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
59.5K+ 43.62% |
$1.22M - $1.28M
|
196K
$4.06M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
785+ 27.59% |
$16.1K - $16.9K
|
3.63K
$75.3K
|
|
Q4 2022 | |||||||
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24.5KNew |
$488K - $521K
|
24.5K
$508K
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
11.8KNew |
$234K - $250K
|
11.8K
$244K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.3KNew |
$25.9K - $27.7K
|
1.3K
$27K
|