Institutional Ownership Principal Fds Principal Invt G (IG)
This table provides information about the institutional ownership of Principal Fds Principal Invt G (IG). We have compiled data on the 24 institutions that hold shares in the stock, with a total of 5.21 Million shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,034,094
shares
|
$42.1 Million
1.05% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,973,337
shares
|
$40.8 Million
0.01% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
584,981
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
158,773
shares
|
$3.29 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
151,286
shares
|
$3.13 Million
0.65% of portfolio
|
Q3 2024
Added 73.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
123,865
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
53,578
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
38,006
shares
|
$786,724
0.0% of portfolio
|
Q3 2024
Added 72.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,456
shares
|
$340,639
0.0% of portfolio
|
Q3 2024
Added 56.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
15,472
shares
|
$320,270
0.0% of portfolio
|
Q3 2024
Added 1805.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
14,327
shares
|
$296,568
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
14,121
shares
|
$292,304
0.04% of portfolio
|
Q3 2024
Reduced 15.14%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
11,762
shares
|
$243,473
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
9,679
shares
|
$200,355
0.0% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,462
shares
|
$50,963
0.0% of portfolio
|
Q3 2024
Added 152.77%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,347
shares
|
$48,582
0.0% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,645
shares
|
$34,051
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,519
shares
|
$31,443
0.0% of portfolio
|
Q3 2024
Reduced 31.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,494
shares
|
$30,925
0.0% of portfolio
|
Q1 2024
Reduced 13.24%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,455
shares
|
$30,118
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
604
shares
|
$12,502
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
235
shares
|
$4,864
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|