Institutional Ownership Principal Fds Principal Invt G (IG)
This table provides information about the institutional ownership of Principal Fds Principal Invt G (IG). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 4.71 Million shares, which have been reported (via 13F filing form) to have a value of $98.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,034,094
shares
|
$42.4 Million
1.05% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,854,918
shares
|
$38.6 Million
0.01% of portfolio
|
Q2 2024
Added 8.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
584,981
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Insight Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
87,011
shares
|
$1.81 Million
0.31% of portfolio
|
Q2 2024
Added 5.88%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
50,553
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2024
Added 5.94%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
22,007
shares
|
$458,405
0.0% of portfolio
|
Q2 2024
Reduced 88.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,456
shares
|
$342,778
0.0% of portfolio
|
Q3 2024
Added 56.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
14,155
shares
|
$294,848
0.0% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
14,121
shares
|
$294,140
0.04% of portfolio
|
Q3 2024
Reduced 15.14%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Oct 22, 2024 Q2 2024 |
11,762
shares
|
$245,002
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
10,894
shares
|
$226,922
0.0% of portfolio
|
Q2 2024
Reduced 28.76%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
2,347
shares
|
$48,888
0.0% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
2,215
shares
|
$46,138
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,645
shares
|
$34,265
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,494
shares
|
$31,120
0.0% of portfolio
|
Q1 2024
Reduced 13.24%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,455
shares
|
$30,307
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
974
shares
|
$20,288
0.0% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
812
shares
|
$16,913
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
604
shares
|
$12,581
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
235
shares
|
$4,895
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
62
shares
|
$1,291
0.0% of portfolio
|
Q2 2024
Reduced 90.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$20
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|