Latest Institutional Purchases of Principal Fds Principal Invt G (IG)
This list provides information on the latest institutional transactions involving Principal Fds Principal Invt G (IG) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
137K+ 7.25% |
$2.79M - $2.96M
|
2.03M
$42M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.6K+ 5.72% |
$641K - $682K
|
585K
$12.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.96K+ 56.72% |
$121K - $128K
|
16.5K
$340K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.65KNew |
$33.3K - $35.4K
|
1.65K
$34K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
148K+ 8.68% |
$2.96M - $3.06M
|
1.85M
$38.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
4.84K+ 5.88% |
$96.5K - $99.8K
|
87K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.84K+ 5.94% |
$56.6K - $58.5K
|
50.6K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.22KNew |
$44.2K - $45.7K
|
2.22K
$45.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
812New |
$16.2K - $16.8K
|
812
$16.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
604New |
$12.1K - $12.5K
|
604
$12.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
425+ 3.85% |
$8.48K - $8.77K
|
11.5K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$20 - $20.6
|
1
$20.6
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.1KNew |
$656K - $674K
|
32.1K
$663K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
9.74KNew |
$199K - $204K
|
9.74K
$201K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.46KNew |
$29.7K - $30.5K
|
1.46K
$30K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
235New |
$4.8K - $4.93K
|
235
$4.85K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
40.7K+ 27.49% |
$776K - $859K
|
189K
$3.9M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
59.5K+ 43.62% |
$1.22M - $1.28M
|
196K
$4.04M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
785+ 27.59% |
$16.1K - $16.9K
|
3.63K
$74.9K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24.5KNew |
$488K - $521K
|
24.5K
$506K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
11.8KNew |
$234K - $250K
|
11.8K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.3KNew |
$25.9K - $27.7K
|
1.3K
$26.9K
|
|