Purchases and Sales Made in Q3 2025 in Principal Fds Principal Invt G (IG)
This table provides information about the institutional ownership of Principal Fds Principal Invt G (IG) during Q3 2025. The information is specifically focused on institutions that hold shares of PRINCIPAL FDS PRINCIPAL INVT G.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
566K+ 23.28% |
$11.6M - $12M
|
3M
$62.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
551K+ 21.53% |
$11.3M - $11.7M
|
3.11M
$64.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
81.1K+ 10.37% |
$1.66M - $1.72M
|
863K
$18M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.9K+ 63.12% |
$407K - $422K
|
51.5K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.4KNew |
$254K - $263K
|
12.4K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.4K+ 19.67% |
$234K - $243K
|
69.6K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
10.8K+ 5.86% |
$221K - $229K
|
195K
$4.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.68K+ 55.33% |
$198K - $205K
|
27.2K
$567K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.68K+ 27.81% |
$157K - $163K
|
35.3K
$737K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.87KNew |
$79.2K - $82K
|
3.87K
$80.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.3KNew |
$26.6K - $27.5K
|
1.3K
$27.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
420+ 18.94% |
$8.59K - $8.9K
|
2.64K
$55K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-183- 10.73% |
$3.74K - $3.88K
|
1.52K
$31.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-304- 97.44% |
$6.22K - $6.44K
|
8
$167
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.18K- 25.93% |
$65.1K - $67.4K
|
9.09K
$190K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.2K- 49.09% |
$414K - $429K
|
21K
$438K
|
|