Purchases and Sales Made in Q3 2022 in Principal Real Estate Income Fund (PGZ)
This table provides information about the institutional ownership of Principal Real Estate Income Fund (PGZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
34.2K+ 7.36% |
$375K - $483K
|
499K
$4.97M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.8KNew |
$118K - $152K
|
10.8K
$107K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.71K+ 42.44% |
$106K - $137K
|
32.6K
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.44K+ 9.21% |
$48.8K - $62.7K
|
52.7K
$525K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.26K+ 4.9% |
$46.8K - $60.2K
|
91.2K
$908K
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.55K+ 2.04% |
$39K - $50.2K
|
178K
$1.77M
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Bode, LLC
|
BUY
|
- |
3.37K+ 2.89% |
$36.9K - $47.5K
|
120K
$1.19M
|
|
|
Oct 26, 2022
Q3 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
3.21K+ 2.46% |
$35.3K - $45.4K
|
134K
$1.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.77K+ 11.96% |
$19.4K - $25K
|
16.6K
$165K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
921+ 2.57% |
$10.1K - $13K
|
36.8K
$366K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
500New |
$5.49K - $7.06K
|
500
$4.98K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
500+ 3.25% |
$5.49K - $7.06K
|
15.9K
$158K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
245New |
$2.69K - $3.46K
|
245
$2.44K
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
181+ 1.08% |
$1.99K - $2.56K
|
16.9K
$168K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
75New |
$823 - $1.06K
|
75
$747
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6+ 0.05% |
$65.8 - $84.7
|
13K
$129K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.63K- 11.53% |
$39.8K - $51.3K
|
27.9K
$277K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.12K- 8.05% |
$45.2K - $58.2K
|
47.1K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.43K- 6.22% |
$59.6K - $76.7K
|
82K
$816K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.2K- 48.98% |
$222K - $286K
|
21.1K
$210K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.5K- 9.84% |
$543K - $698K
|
453K
$4.51M
|