Purchases and Sales Made in Q2 2022 in Principal Real Estate Income Fund (PGZ)
This table provides information about the institutional ownership of Principal Real Estate Income Fund (PGZ) during Q2 2022. The information is specifically focused on institutions that hold shares of Principal Real Estate Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2022
Q2 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
131KNew |
$1.58M - $2.06M
|
131K
$1.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
BUY
|
- |
116KNew |
$1.41M - $1.83M
|
116K
$1.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
34.6K+ 8.05% |
$419K - $545K
|
464K
$4.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.2K+ 21.17% |
$184K - $239K
|
86.9K
$866K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9KNew |
$168K - $218K
|
13.9K
$138K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.34K+ 15.13% |
$76.9K - $99.9K
|
48.3K
$481K
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.31K+ 3.75% |
$76.5K - $99.4K
|
174K
$1.74M
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.36K+ 53.63% |
$65K - $84.5K
|
15.4K
$153K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.56KNew |
$18.9K - $24.6K
|
1.56K
$15.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
1.01KNew |
$12.2K - $15.9K
|
1.01K
$10.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
807New |
$9.78K - $12.7K
|
807
$8.04K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
485New |
$5.88K - $7.64K
|
485
$4.83K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
376+ 1.21% |
$4.56K - $5.92K
|
31.5K
$314K
|
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
156+ 0.94% |
$1.89K - $2.46K
|
16.7K
$166K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-66- 0.51% |
$800 - $1.04K
|
13K
$129K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-350- 1.34% |
$4.24K - $5.51K
|
25.8K
$257K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-485Closed |
$5.88K - $7.64K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-750Closed |
$9.09K - $11.8K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-908- 1.03% |
$11K - $14.3K
|
87.4K
$870K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.17K- 4.05% |
$26.2K - $34.1K
|
51.2K
$510K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.32K- 6.08% |
$28.1K - $36.5K
|
35.8K
$357K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.15K- 21.19% |
$74.5K - $96.9K
|
22.9K
$228K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-9.93K- 40.15% |
$120K - $156K
|
14.8K
$147K
|
|
|
Aug 12, 2022
Q2 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-16.6KClosed |
$201K - $261K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.8K- 4.52% |
$289K - $375K
|
503K
$5.01M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.8K- 4.52% |
$289K - $375K
|
503K
$5.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.6K- 40.92% |
$347K - $450K
|
41.3K
$411K
|