Latest Institutional Transactions on Principal Real Estate Income Fund (PGZ)
This table provides information on the latest institutional transactions involving Principal Real Estate Income Fund (PGZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.4KClosed |
$28.3K - $30K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 18, 2019
Q3 2019
|
Park Avenue Securities LLC
|
SELL
|
- |
-14.3KClosed |
$270K - $295K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.3KClosed |
$269K - $294K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-400Closed |
$7.55K - $8.23K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 22, 2019
Q2 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.01KClosed |
$37K - $38.9K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-300Closed |
$5.51K - $5.79K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 22, 2019
Q4 2018
|
Global Retirement Partners, LLC
|
SELL
|
- |
-883Closed |
$13.6K - $15.9K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-47.7KClosed |
$734K - $857K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1KNew |
$17.1K - $18.7K
|
1K
$10.4K
|
|
|
Oct 23, 2018
Q3 2018
|
Avestar Capital, LLC
|
SELL
|
- |
-1.18KClosed |
$20.2K - $22.1K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-12.2KClosed |
$199K - $214K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-78.9KClosed |
$1.29M - $1.39M
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 12, 2018
Q4 2017
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-58KClosed |
$981K - $1.05M
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-14.1KClosed |
$239K - $255K
|
0
$0
|
|