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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.28K- 24.44% |
$159K - $213K
|
7.04K
$575K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.3K- 94.81% |
$160K - $215K
|
126
$10.3K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.39K- 45.28% |
$167K - $223K
|
2.89K
$236K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.44K- 30.73% |
$170K - $227K
|
5.49K
$448K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.66K- 20.7% |
$185K - $248K
|
10.2K
$831K
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.72K- 8.32% |
$189K - $254K
|
29.9K
$2.45M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.77K- 4.38% |
$193K - $259K
|
60.6K
$4.94M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.81K- 9.01% |
$196K - $262K
|
28.4K
$2.32M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.81K- 9.01% |
$196K - $262K
|
28.4K
$2.32M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.87K- 3.53% |
$200K - $268K
|
78.2K
$6.39M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.95KClosed |
$206K - $276K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.97K- 8.72% |
$207K - $278K
|
31.1K
$2.54M
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-3.09K- 13.44% |
$215K - $288K
|
19.9K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.54K- 1.48% |
$246K - $330K
|
235K
$19.2M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-3.7K- 17.93% |
$258K - $345K
|
16.9K
$1.38M
|
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-4.02K- 1.92% |
$280K - $375K
|
205K
$16.8M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.18K- 6.14% |
$291K - $390K
|
63.9K
$5.22M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4.18K- 6.14% |
$291K - $390K
|
63.9K
$5.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.3K- 35.97% |
$300K - $402K
|
7.66K
$625K
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-4.32K- 2.49% |
$301K - $403K
|
169K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.34K- 31.27% |
$303K - $405K
|
9.54K
$779K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-4.53K- 5.1% |
$316K - $423K
|
84.3K
$6.88M
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-4.68K- 57.29% |
$326K - $437K
|
3.49K
$285K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-4.8K- 1.46% |
$335K - $449K
|
323K
$26.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.82K- 44.93% |
$336K - $450K
|
5.9K
$482K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.06K- 26.83% |
$353K - $472K
|
13.8K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.07K- 64.6% |
$353K - $474K
|
2.78K
$227K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.24K- 8.05% |
$365K - $489K
|
59.8K
$4.88M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.43K- 97.55% |
$378K - $507K
|
136
$11.1K
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-5.55K- 24.11% |
$387K - $519K
|
17.5K
$1.43M
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-5.56K- 25.21% |
$388K - $520K
|
16.5K
$1.35M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.63K- 19.66% |
$392K - $526K
|
23K
$1.88M
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-5.64K- 7.74% |
$393K - $527K
|
67.3K
$5.49M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.86K- 4.14% |
$409K - $548K
|
136K
$11.1M
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-5.89K- 1.86% |
$410K - $550K
|
310K
$25.3M
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
SELL
|
- |
-6.07K- 17.92% |
$423K - $567K
|
27.8K
$2.27M
|
|
|
May 08, 2023
Q1 2023
|
Capital Management Corp
|
SELL
|
- |
-6.24K- 5.36% |
$435K - $583K
|
110K
$9M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-6.4K- 50.06% |
$446K - $598K
|
6.38K
$521K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.43K- 4.67% |
$448K - $600K
|
131K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-6.5K- 3.88% |
$453K - $607K
|
161K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.57K- 29.41% |
$458K - $614K
|
15.8K
$1.29M
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-6.59K- 25.37% |
$459K - $615K
|
19.4K
$1.58M
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-6.8K- 2.87% |
$474K - $635K
|
230K
$18.8M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-6.86K- 54.98% |
$478K - $640K
|
5.62K
$459K
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-7.14K- 7.94% |
$497K - $666K
|
82.7K
$6.75M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-7.27K- 71.07% |
$507K - $679K
|
2.96K
$242K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.59K- 61.13% |
$529K - $708K
|
4.82K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.62K- 68.28% |
$531K - $712K
|
3.54K
$289K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-7.65KClosed |
$533K - $714K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.06K- 52.31% |
$562K - $753K
|
7.35K
$600K
|