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 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
23.6K+ 7.02% |
$1.64M - $2.2M
|
359K
$27.8M
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
21.7K+ 71.3% |
$1.51M - $2.03M
|
52.1K
$4.03M
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
20.9K+ 4.17% |
$1.45M - $1.95M
|
521K
$40.3M
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
20.7K+ 477.15% |
$1.44M - $1.93M
|
25K
$1.94M
|
|
May 12, 2023
Q1 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
19.3KNew |
$1.34M - $1.8M
|
19.3K
$1.49M
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
18.5K+ 47.07% |
$1.29M - $1.73M
|
57.8K
$4.47M
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
18.1KNew |
$1.26M - $1.69M
|
18.1K
$1.4M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18K+ 17.89% |
$1.25M - $1.68M
|
119K
$9.18M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.8KNew |
$1.24M - $1.66M
|
17.8K
$1.38M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.6K+ 14.11% |
$1.15M - $1.55M
|
134K
$10.4M
|
|
May 03, 2023
Q1 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
16.5K+ 14.7% |
$1.15M - $1.54M
|
129K
$9.95M
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
16.2K+ 50.18% |
$1.13M - $1.52M
|
48.6K
$3.76M
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
16K+ 12.87% |
$1.11M - $1.49M
|
140K
$10.8M
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
16K+ 12.87% |
$1.11M - $1.49M
|
140K
$10.8M
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
16KNew |
$1.11M - $1.49M
|
16K
$1.24M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.8K+ 7.09% |
$1.1M - $1.48M
|
239K
$18.5M
|
|
May 15, 2023
Q1 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
15KNew |
$1.05M - $1.4M
|
15K
$1.16M
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
15KNew |
$1.04M - $1.4M
|
15K
$1.16M
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
14.3K+ 255.22% |
$995K - $1.33M
|
19.9K
$1.54M
|
|
Apr 04, 2023
Q1 2023
|
Polianta LTD
|
BUY
|
- |
14KNew |
$976K - $1.31M
|
14K
$1.08M
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
13.8KNew |
$963K - $1.29M
|
13.8K
$1.07M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.2K+ 17.01% |
$919K - $1.23M
|
90.7K
$7.02M
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
13.1KNew |
$911K - $1.22M
|
13.1K
$1.01M
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.9K+ 10.72% |
$899K - $1.2M
|
133K
$10.3M
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.8K+ 0.33% |
$894K - $1.2M
|
3.96M
$306M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.7KNew |
$815K - $1.09M
|
11.7K
$905K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11.7K+ 9.73% |
$815K - $1.09M
|
132K
$10.2M
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
11.4K+ 10.33% |
$797K - $1.07M
|
122K
$9.45M
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
11.3KNew |
$787K - $1.05M
|
11.3K
$874K
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
11.3K+ 124.75% |
$786K - $1.05M
|
20.3K
$1.57M
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
10.4K+ 5.97% |
$725K - $972K
|
185K
$14.3M
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
10.2K+ 19.45% |
$710K - $952K
|
62.6K
$4.85M
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
9.7KNew |
$676K - $906K
|
9.7K
$751K
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.6KNew |
$669K - $896K
|
9.6K
$743K
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
9.47KNew |
$660K - $885K
|
9.47K
$733K
|
|
May 15, 2023
Q1 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
9.43K+ 58.56% |
$657K - $881K
|
25.5K
$1.98M
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
9.39KNew |
$654K - $877K
|
9.39K
$727K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
9.04K+ 10.93% |
$630K - $845K
|
91.8K
$7.1M
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
9KNew |
$627K - $840K
|
9K
$696K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
8.79K+ 32.42% |
$613K - $821K
|
35.9K
$2.78M
|
|
May 09, 2023
Q1 2023
|
Unigestion Holding Sa
|
BUY
|
- |
8.66KNew |
$603K - $809K
|
8.66K
$670K
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
8.62K+ 45.53% |
$601K - $805K
|
27.6K
$2.13M
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
8.4K+ 221.76% |
$585K - $784K
|
12.2K
$943K
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
8.39KNew |
$585K - $783K
|
8.39K
$649K
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.14K+ 56.2% |
$567K - $760K
|
22.6K
$1.75M
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.92KNew |
$552K - $739K
|
7.92K
$613K
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
7.75K+ 0.99% |
$540K - $723K
|
792K
$61.3M
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
7.74K+ 13.41% |
$540K - $723K
|
65.5K
$5.07M
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
7.61K+ 32.71% |
$530K - $711K
|
30.9K
$2.39M
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
7.59K+ 32.57% |
$529K - $709K
|
30.9K
$2.39M
|