Q2 2024 13F Holders as of 30 Jun 2024
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Type / Class
-
Equity / MIDCAP FD INST
-
Number of holders
-
4
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Total 13F shares, excl. options
-
1,267,939
-
Shares change
-
-37,486
-
Total reported value, excl. options
-
$52,442,013
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Value change
-
-$1,549,757
-
Number of buys
-
1
-
Number of sells
-
3
-
Price
-
$41.36
Institutional Holders of PRINCIPAL FDS INC - MIDCAP FD INST as of Q2 2024
As of 30 Jun 2024 PRINCIPAL FDS INC - MIDCAP FD INST had 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,267,939 shares of stock of the company.
Largest 4 holders included Fulton Bank, N.A., ENCOMPASS WEALTH ADVISORS, LLC, MOODY LYNN & LIEBERSON, LLC, and Bull Oak Capital, LLC.
This table shows 4 institutional shareholders of the security as of 30 Jun 2024.
| 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.