Latest Institutional Purchases of Principal Real Estate Income Fund (PGZ)
This list provides information on the latest institutional transactions involving Principal Real Estate Income Fund (PGZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.7K+ 5.73% |
$233K - $260K
|
456K
$4.71M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.9KNew |
$112K - $125K
|
11.9K
$123K
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.81K+ 10.37% |
$73.7K - $82.3K
|
83.1K
$859K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7.47K+ 128.81% |
$70.5K - $78.7K
|
13.3K
$137K
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
3.8K+ 2.48% |
$35.9K - $40.1K
|
157K
$1.62M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.65K+ 20.97% |
$34.5K - $38.5K
|
21.1K
$218K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.1K+ 9.12% |
$10.4K - $11.6K
|
13.2K
$136K
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
967New |
$9.13K - $10.2K
|
967
$9.99K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4+ 0.0% |
$37.8 - $42.2
|
141K
$1.46M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.4K+ 53.79% |
$97.4K - $109K
|
32.7K
$338K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7KNew |
$91.4K - $102K
|
10.7K
$111K
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.1KNew |
$86.2K - $96.5K
|
10.1K
$105K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.42KNew |
$63.1K - $70.7K
|
7.42K
$76.6K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80New |
$681 - $762
|
80
$826
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
25+ 1.81% |
$213 - $238
|
1.41K
$14.5K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
19.5KNew |
$176K - $191K
|
19.5K
$201K
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
8.6K+ 19.8% |
$77.5K - $84.4K
|
52K
$537K
|
|
Q2 2023 | |||||||
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
360New |
$3.31K - $3.5K
|
360
$3.72K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
24.1KNew |
$225K - $285K
|
24.1K
$249K
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
12.5KNew |
$117K - $148K
|
12.5K
$129K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7K+ 46.67% |
$65.4K - $82.7K
|
22K
$227K
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.5KNew |
$42K - $53.2K
|
4.5K
$46.5K
|
|
May 10, 2023
Q1 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
1.5K+ 11.92% |
$14K - $17.7K
|
14.1K
$145K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
6.14KNew |
$63.5K - $70.2K
|
6.14K
$63.4K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
3.37K+ 2.89% |
$38.8K - $47.5K
|
120K
$1.24M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
500New |
$5.76K - $7.06K
|
500
$5.17K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
245New |
$2.82K - $3.46K
|
245
$2.53K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
75New |
$863 - $1.06K
|
75
$775
|
|
Q2 2022 | |||||||
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
807New |
$9.78K - $12.7K
|
807
$8.34K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
485New |
$5.88K - $7.64K
|
485
$5.01K
|
|
Q1 2022 | |||||||
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
2.5KNew |
$35.9K - $40K
|
2.5K
$25.8K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1New |
$14.7 - $16.1
|
1
$10.3
|