Latest Institutional Transactions on Principal Real Estate Income Fund (PGZ)
This table provides information on the latest institutional transactions involving Principal Real Estate Income Fund (PGZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
967New |
$9.13K - $10.2K
|
967
$9.87K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.7K+ 5.73% |
$233K - $260K
|
456K
$4.65M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.9KNew |
$112K - $125K
|
11.9K
$121K
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-6.88K- 10.61% |
$64.9K - $72.5K
|
57.9K
$591K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4+ 0.0% |
$37.8 - $42.2
|
141K
$1.44M
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.81K+ 10.37% |
$73.7K - $82.3K
|
83.1K
$849K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.4K- 38.88% |
$13.2K - $14.8K
|
2.2K
$22.5K
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-2.69K- 0.89% |
$25.4K - $28.3K
|
298K
$3.05M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.4K- 27.02% |
$250K - $279K
|
71.4K
$729K
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-732- 4.2% |
$6.91K - $7.72K
|
16.7K
$170K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
3.8K+ 2.48% |
$35.9K - $40.1K
|
157K
$1.61M
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7.47K+ 128.81% |
$70.5K - $78.7K
|
13.3K
$135K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.9K- 6.87% |
$17.9K - $20K
|
25.8K
$263K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.65K+ 20.97% |
$34.5K - $38.5K
|
21.1K
$215K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.1K+ 9.12% |
$10.4K - $11.6K
|
13.2K
$134K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.4K+ 53.79% |
$97.4K - $109K
|
32.7K
$334K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80New |
$681 - $762
|
80
$817
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7KNew |
$91.4K - $102K
|
10.7K
$110K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.42KNew |
$63.1K - $70.7K
|
7.42K
$75.7K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.19K- 64.21% |
$35.6K - $39.9K
|
2.33K
$23.8K
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.1KNew |
$86.2K - $96.5K
|
10.1K
$103K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
25+ 1.81% |
$213 - $238
|
1.41K
$14.3K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.7K- 98.72% |
$123K - $134K
|
177
$1.81K
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
8.6K+ 19.8% |
$77.5K - $84.4K
|
52K
$531K
|
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-53.2K- 8.56% |
$479K - $522K
|
568K
$5.8M
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
19.5KNew |
$176K - $191K
|
19.5K
$199K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.81K- 71.99% |
$25.3K - $27.6K
|
1.09K
$11.2K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-900- 3.63% |
$8.11K - $8.83K
|
23.9K
$244K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.4K- 44.67% |
$160K - $169K
|
21.5K
$220K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
360New |
$3.31K - $3.5K
|
360
$3.68K
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-54.4K- 82.79% |
$500K - $528K
|
11.3K
$116K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7K+ 46.67% |
$65.4K - $82.7K
|
22K
$225K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-181- 36.13% |
$1.69K - $2.14K
|
320
$3.27K
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
24.1KNew |
$225K - $285K
|
24.1K
$246K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.67K- 12.85% |
$15.6K - $19.7K
|
11.3K
$116K
|
|
May 10, 2023
Q1 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
1.5K+ 11.92% |
$14K - $17.7K
|
14.1K
$144K
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.5KNew |
$42K - $53.2K
|
4.5K
$46K
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
12.5KNew |
$117K - $148K
|
12.5K
$128K
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.81K- 13.69% |
$39.4K - $43.6K
|
24K
$245K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
6.14KNew |
$63.5K - $70.2K
|
6.14K
$62.7K
|
|
Q3 2022 | |||||||
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
500New |
$5.76K - $7.06K
|
500
$5.11K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
75New |
$863 - $1.06K
|
75
$766
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
3.37K+ 2.89% |
$38.8K - $47.5K
|
120K
$1.22M
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
245New |
$2.82K - $3.46K
|
245
$2.5K
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
485New |
$5.88K - $7.64K
|
485
$4.95K
|
|
Aug 12, 2022
Q2 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-16.6KClosed |
$201K - $261K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-750Closed |
$9.09K - $11.8K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
807New |
$9.78K - $12.7K
|
807
$8.24K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Prudence Investment Management (Hong Kong) Ltd.
12 Harcourt Road Central, K3 |
SELL
|
- |
-4.15KClosed |
$59.6K - $66.4K
|
0
$0
|