Purchases and Sales Made in Q2 2022 in Principal Fds Principal Invt G (IG)
This table provides information about the institutional ownership of Principal Fds Principal Invt G (IG) during Q2 2022. The information is specifically focused on institutions that hold shares of PRINCIPAL FDS PRINCIPAL INVT G.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
125KNew |
$2.67M - $3.01M
|
125K
$2.58M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
107K+ 50.26% |
$2.29M - $2.58M
|
319K
$6.61M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
810New |
$17.4K - $19.6K
|
810
$16.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
75New |
$1.61K - $1.81K
|
75
$1.55K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1- 1.01% |
$21.5 - $24.1
|
98
$2.03K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-163- 3.79% |
$3.5K - $3.93K
|
4.13K
$85.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-467- 0.94% |
$10K - $11.3K
|
49.3K
$1.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.2K- 8.16% |
$25.7K - $28.9K
|
13.5K
$279K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-15.8KClosed |
$339K - $381K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-78.7K- 60.55% |
$1.69M - $1.9M
|
51.3K
$1.06M
|
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-242K- 96.03% |
$5.19M - $5.84M
|
10K
$207K
|