Purchases and Sales Made in Q1 2023 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q1 2023. The information is specifically focused on institutions that hold shares of PRINCIPAL FINANCIAL GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-521- 3.86% |
$36.3K - $48.7K
|
13K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-535- 8.71% |
$37.3K - $50K
|
5.61K
$458K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-557- 4.95% |
$38.8K - $52K
|
10.7K
$873K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-574- 1.55% |
$40K - $53.6K
|
36.5K
$2.98M
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-595- 8.35% |
$41.5K - $55.6K
|
6.53K
$533K
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-597- 4.46% |
$41.6K - $55.8K
|
12.8K
$1.04M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-598- 0.68% |
$41.7K - $55.8K
|
87.5K
$7.15M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-642- 68.44% |
$44.7K - $60K
|
296
$24.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-647- 16.3% |
$45.1K - $60.4K
|
3.32K
$271K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-662- 14.83% |
$46.1K - $61.8K
|
3.8K
$310K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-671- 0.5% |
$46.8K - $62.7K
|
133K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-703- 1.18% |
$49K - $65.7K
|
59K
$4.82M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-742- 14.15% |
$51.7K - $69.3K
|
4.5K
$367K
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-750- 16.52% |
$52.3K - $70K
|
3.79K
$309K
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-752- 3.97% |
$52.4K - $70.2K
|
18.2K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-763- 14.54% |
$53.2K - $71.3K
|
4.48K
$366K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-775- 51.87% |
$54K - $72.4K
|
719
$58.7K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-810- 13.02% |
$56.4K - $75.6K
|
5.41K
$442K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-829- 20.49% |
$57.8K - $77.4K
|
3.22K
$263K
|
|
|
May 12, 2023
Q1 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-856- 3.39% |
$59.7K - $79.9K
|
24.4K
$1.99M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-879- 8.64% |
$61.3K - $82.1K
|
9.3K
$759K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-903- 1.06% |
$62.9K - $84.3K
|
84.5K
$6.9M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-925- 11.12% |
$64.5K - $86.4K
|
7.39K
$604K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-941- 10.09% |
$65.6K - $87.9K
|
8.39K
$685K
|
|
|
May 11, 2023
Q1 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.18K- 4.66% |
$82.1K - $110K
|
24.1K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.19K- 92.05% |
$83.1K - $111K
|
103
$8.41K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.21K- 6.91% |
$84.2K - $113K
|
16.3K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.21K- 60.49% |
$84.4K - $113K
|
791
$64.6K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.22K- 99.18% |
$84.7K - $114K
|
10
$817
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.23K- 1.85% |
$85.6K - $115K
|
65.3K
$5.33M
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.24K- 4.12% |
$86.1K - $115K
|
28.8K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.26K- 4.49% |
$87.9K - $118K
|
26.8K
$2.19M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-1.3K- 1.71% |
$90.3K - $121K
|
74.4K
$6.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-1.3K- 1.71% |
$90.3K - $121K
|
74.4K
$6.08M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.44K- 3.14% |
$100K - $135K
|
44.4K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.61K- 5.07% |
$112K - $150K
|
30K
$2.45M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-1.64K- 13.24% |
$114K - $153K
|
10.7K
$876K
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-1.66K- 19.84% |
$116K - $155K
|
6.71K
$548K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.7K- 9.72% |
$118K - $159K
|
15.8K
$1.29M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.77K- 37.69% |
$123K - $165K
|
2.93K
$239K
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.79K- 0.38% |
$125K - $167K
|
470K
$38.3M
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.8K- 26.87% |
$125K - $168K
|
4.9K
$400K
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-1.81K- 4.23% |
$126K - $169K
|
41.1K
$3.35M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.84K- 18.63% |
$128K - $172K
|
8.02K
$655K
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-1.86K- 21.38% |
$130K - $174K
|
6.84K
$558K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.92K- 13.26% |
$134K - $179K
|
12.6K
$1.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
SELL
|
- |
-1.97K- 44.7% |
$137K - $184K
|
2.43K
$199K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.2K- 6.1% |
$153K - $205K
|
33.9K
$2.77M
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.22K- 44.02% |
$155K - $207K
|
2.83K
$231K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.23K- 9.01% |
$156K - $208K
|
22.5K
$1.84M
|