Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-43- 1.9% |
$856 - $895
|
2.22K
$45.8K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.12K- 74.22% |
$22.4K - $23.3K
|
388
$8.02K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-618- 2.36% |
$12.4K - $12.9K
|
25.6K
$529K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-575- 38.49% |
$11.5K - $12K
|
919
$19K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-183- 10.75% |
$3.67K - $3.81K
|
1.52K
$31.4K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-18.6K- 11.73% |
$379K - $399K
|
140K
$2.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.27K- 87.42% |
$25.9K - $27.2K
|
183
$3.78K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.5K- 12.42% |
$30.6K - $31.4K
|
10.6K
$219K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.38K- 4.09% |
$27.1K - $28.4K
|
32.3K
$668K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-242K- 96.03% |
$5.19M - $5.84M
|
10K
$207K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-15.8KClosed |
$339K - $381K
|
0
$0
|
|
| 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
|
|