Latest Institutional Sells 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-18.6K- 11.73% |
$379K - $399K
|
140K
$2.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.27K- 87.42% |
$25.9K - $27.2K
|
183
$3.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-957- 38.87% |
$19.5K - $20.5K
|
1.51K
$31.4K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.22K- 11.15% |
$24.6K - $26.2K
|
9.68K
$202K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-613- 90.81% |
$12.2K - $12.7K
|
62
$1.29K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.5K- 12.42% |
$30.6K - $31.4K
|
10.6K
$220K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-228- 13.24% |
$4.66K - $4.78K
|
1.49K
$31.1K
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.38K- 4.09% |
$27.1K - $28.4K
|
32.3K
$673K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-242K- 96.03% |
$5.19M - $5.84M
|
10K
$208K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-15.8KClosed |
$339K - $381K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-66Closed |
$1.73K - $1.77K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-860Closed |
$22.3K - $23K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-300Closed |
$8.06K - $8.35K
|
0
$0
|
|