Q2 2021 13F Holders as of 30 Jun 2021
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Type / Class
-
Equity / MIDCAP FD INST
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
1,440,862
-
Shares change
-
-13,480
-
Total reported value, excl. options
-
$58,902,000
-
Value change
-
-$551,040
-
Number of sells
-
-2
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Price
-
$40.88
Significant Holders of PRINCIPAL FDS INC - MIDCAP FD INST as of Q2 2021
3 filings reported holding 74253Q747 - PRINCIPAL FDS INC - MIDCAP FD INST as of Q2 2021.
PRINCIPAL FDS INC - MIDCAP FD INST has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,440,862 shares
.
Largest 3 shareholders include Fulton Bank, N.A. (1,359,966 shares), ENCOMPASS WEALTH ADVISORS, LLC (44,408 shares), and MOODY LYNN & LIEBERSON, LLC (36,488 shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.