Q3 2024 13F Holders as of 9/30/2024
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Type / Class
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Equity / MIDCAP FD R6
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Number of holders
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3
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Total 13F shares, excl. options
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13.2K
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Shares change
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+11.1K
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Total reported value, excl. options
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$606K
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Value change
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+$511K
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Number of buys
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2
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Price
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$45.83
Significant Holders of PRINCIPAL FDS INC - MIDCAP FD R6 as of Q3 2024
3 filings reported holding 74256W584 - PRINCIPAL FDS INC - MIDCAP FD R6 as of Q3 2024.
PRINCIPAL FDS INC - MIDCAP FD R6 has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13.2K shares
.
Largest 3 shareholders include Fulton Bank, N.A. (11K shares), Coston, McIsaac & Partners (2.09K shares), and TUCKER ASSET MANAGEMENT LLC (157 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.