Purchases and Sales Made in Q4 2022 in Principal Fds Principal Invt G (IG)
This table provides information about the institutional ownership of Principal Fds Principal Invt G (IG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
227K+ 53.5% |
$4.53M - $4.84M
|
653K
$13.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.5KNew |
$944K - $1.01M
|
47.5K
$976K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24.5KNew |
$488K - $521K
|
24.5K
$504K
|
|
|
Jan 31, 2023
Q4 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
14.8K+ 79.91% |
$295K - $315K
|
33.4K
$686K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
11.8KNew |
$234K - $250K
|
11.8K
$242K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.47K+ 31.68% |
$109K - $116K
|
22.7K
$467K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.85K+ 2.9% |
$76.5K - $81.8K
|
136K
$2.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.85KNew |
$56.6K - $60.5K
|
2.85K
$58.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.3KNew |
$25.9K - $27.7K
|
1.3K
$26.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
322+ 21.55% |
$6.41K - $6.85K
|
1.82K
$37.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-126- 3.18% |
$2.51K - $2.68K
|
3.84K
$79K
|