Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-134K- 42.35% |
$1.36M - $1.5M
|
182K
$1.81M
|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-119K- 20.86% |
$1.21M - $1.33M
|
450K
$4.48M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.95K- 57.11% |
$60.5K - $66.8K
|
4.47K
$44.5K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.35K- 24.0% |
$54.4K - $60K
|
16.9K
$169K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.52K- 0.55% |
$25.6K - $28.2K
|
453K
$4.51M
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.2K- 16.96% |
$22.4K - $24.7K
|
10.8K
$107K
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.69K- 4.4% |
$17.2K - $18.9K
|
36.6K
$365K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.25K- 47.17% |
$12.7K - $14K
|
1.4K
$13.9K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-653- 1.07% |
$6.64K - $7.33K
|
60.2K
$600K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-500- 4.5% |
$5.09K - $5.61K
|
10.6K
$106K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-202Closed |
$2.05K - $2.27K
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-6.88K- 10.61% |
$64.9K - $72.5K
|
57.9K
$577K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.7K- 98.72% |
$123K - $134K
|
177
$1.76K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.81K- 71.99% |
$25.3K - $27.6K
|
1.09K
$10.9K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.4K- 44.67% |
$160K - $169K
|
21.5K
$214K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.67K- 12.85% |
$15.6K - $19.7K
|
11.3K
$113K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-181- 36.13% |
$1.69K - $2.14K
|
320
$3.19K
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.81K- 13.69% |
$39.4K - $43.6K
|
24K
$239K
|
|
Q2 2022 | |||||||
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
|
|
Q1 2022 | |||||||
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
|
|
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
|
|
Q4 2021 | |||||||
Feb 04, 2022
Q4 2021
|
Matisse Capital
|
SELL
|
- |
-116KClosed |
$1.73M - $1.85M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-2KClosed |
$29.9K - $31.9K
|
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
|
|
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
|
|
Jul 14, 2021
Q2 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.5KClosed |
$20.3K - $24.1K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1KClosed |
$13.5K - $16.1K
|
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 01, 2021
Q4 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-20KClosed |
$189K - $244K
|
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
$9.96
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-63.4KClosed |
$678K - $779K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-18.1KClosed |
$194K - $223K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.85KClosed |
$41.2K - $47.3K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.44KClosed |
$26.1K - $30K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-325- 1.99% |
$3.47K - $3.99K
|
16K
$159K
|
|
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
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-1.45KClosed |
$15.9K - $31.6K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-425Closed |
$4.69K - $9.3K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.4KClosed |
$28.3K - $30K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-149Closed |
$3.01K - $3.19K
|
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
|