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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
245New |
$2.69K - $3.46K
|
245
$2.59K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
485New |
$5.88K - $7.64K
|
485
$5.12K
|
|
|
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
$8.52K
|
|
| 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
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-25.5KClosed |
$366K - $408K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.93KClosed |
$99.6K - $111K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
2.5KNew |
$35.9K - $40K
|
2.5K
$26.4K
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-2KClosed |
$29.9K - $31.9K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
SELL
|
- |
-116KClosed |
$1.73M - $1.85M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.32KClosed |
$19.7K - $21.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-366Closed |
$5.37K - $5.88K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1New |
$14.7 - $16.1
|
1
$10.6
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-14.8KClosed |
$200K - $237K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-13.4KClosed |
$181K - $215K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.3KClosed |
$152K - $181K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1KClosed |
$13.5K - $16.1K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.5KClosed |
$20.3K - $24.1K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-30Closed |
$360 - $409
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-22.2KClosed |
$210K - $271K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-16.7KClosed |
$158K - $204K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-164- 99.39% |
$1.55K - $2K
|
1
$10.6
|
|
|
Feb 01, 2021
Q4 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-20KClosed |
$189K - $244K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-63.4KClosed |
$678K - $779K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.44KClosed |
$26.1K - $30K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.85KClosed |
$41.2K - $47.3K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-18.1KClosed |
$194K - $223K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-325- 1.99% |
$3.47K - $3.99K
|
16K
$169K
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-400Closed |
$4.42K - $5.36K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-6.69KClosed |
$73.8K - $146K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-425Closed |
$4.69K - $9.3K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-1.45KClosed |
$15.9K - $31.6K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-149Closed |
$3.01K - $3.19K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.4KClosed |
$28.3K - $30K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 18, 2019
Q3 2019
|
Park Avenue Securities LLC
|
SELL
|
- |
-14.3KClosed |
$270K - $295K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.3KClosed |
$269K - $294K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-400Closed |
$7.55K - $8.23K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 22, 2019
Q2 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.01KClosed |
$37K - $38.9K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-300Closed |
$5.51K - $5.79K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 22, 2019
Q4 2018
|
Global Retirement Partners, LLC
|
SELL
|
- |
-883Closed |
$13.6K - $15.9K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-47.7KClosed |
$734K - $857K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1KNew |
$17.1K - $18.7K
|
1K
$10.6K
|
|
|
Oct 23, 2018
Q3 2018
|
Avestar Capital, LLC
|
SELL
|
- |
-1.18KClosed |
$20.2K - $22.1K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-12.2KClosed |
$199K - $214K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-78.9KClosed |
$1.29M - $1.39M
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 12, 2018
Q4 2017
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-58KClosed |
$981K - $1.05M
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-14.1KClosed |
$239K - $255K
|
0
$0
|
|