Purchases and Sales Made in Q2 2024 in Principal Fds Principal Invt G (IG)
This table provides information about the institutional ownership of Principal Fds Principal Invt G (IG) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
176K+ 10.22% |
$3.51M - $3.63M
|
1.9M
$39.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
148K+ 8.68% |
$2.96M - $3.06M
|
1.85M
$38.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.5KNew |
$210K - $217K
|
10.5K
$217K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
4.84K+ 5.88% |
$96.5K - $99.8K
|
87K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.84K+ 5.94% |
$56.6K - $58.5K
|
50.6K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.22KNew |
$44.2K - $45.7K
|
2.22K
$45.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
812New |
$16.2K - $16.8K
|
812
$16.8K
|
|
|
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
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$20 - $20.6
|
1
$20.7
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27- 2.7% |
$539 - $557
|
974
$20.2K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27- 2.7% |
$539 - $557
|
974
$20.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-49- 1.97% |
$978 - $1.01K
|
2.44K
$50.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-613- 90.81% |
$12.2K - $12.7K
|
62
$1.28K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-735- 4.23% |
$14.7K - $15.2K
|
16.6K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.54K- 15.2% |
$50.6K - $52.4K
|
14.2K
$293K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.4K- 28.76% |
$87.8K - $90.8K
|
10.9K
$226K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.74K- 1.73% |
$194K - $201K
|
553K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-178K- 88.97% |
$3.54M - $3.67M
|
22K
$456K
|