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 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.57K+ 144.89% |
$527K - $707K
|
12.8K
$990K
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
7.33K+ 25.2% |
$511K - $684K
|
36.4K
$2.82M
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
6.87K+ 94.51% |
$479K - $641K
|
14.1K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
6.6K+ 6.67% |
$460K - $616K
|
105K
$8.16M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
6.59K+ 2.9% |
$459K - $616K
|
234K
$18.1M
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
6.52KNew |
$454K - $608K
|
6.52K
$504K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.48K+ 46.51% |
$452K - $605K
|
20.4K
$1.58M
|
|
|
May 10, 2023
Q1 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
6.33KNew |
$441K - $591K
|
6.33K
$489K
|
|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
5.91KNew |
$412K - $552K
|
5.91K
$457K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
5.63KNew |
$392K - $526K
|
5.63K
$436K
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
5.62K+ 12.57% |
$392K - $525K
|
50.3K
$3.9M
|
|
|
May 12, 2023
Q1 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
5.6KNew |
$390K - $523K
|
5.6K
$433K
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5.47KNew |
$381K - $511K
|
5.47K
$423K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.45K+ 1.13% |
$380K - $509K
|
488K
$37.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
BUY
|
- |
5.42K+ 5.0% |
$378K - $506K
|
114K
$8.8M
|
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.12KNew |
$356K - $478K
|
5.12K
$396K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.07K+ 182.51% |
$353K - $474K
|
7.85K
$608K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.02K+ 1.66% |
$350K - $469K
|
307K
$23.8M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.99KNew |
$348K - $466K
|
4.99K
$386K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.98K+ 68.47% |
$347K - $465K
|
12.2K
$948K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.95K+ 14.13% |
$345K - $463K
|
40K
$3.1M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.83K+ 24.76% |
$337K - $451K
|
24.4K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
4.55KNew |
$317K - $425K
|
4.55K
$352K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.54K+ 1.68% |
$316K - $424K
|
275K
$21.3M
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.48KNew |
$312K - $418K
|
4.48K
$347K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.43K+ 57.01% |
$308K - $413K
|
12.2K
$943K
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.39KNew |
$306K - $410K
|
4.39K
$339K
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
4.31K+ 3.68% |
$300K - $402K
|
121K
$9.39M
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.19KNew |
$292K - $391K
|
4.19K
$324K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.17K+ 4.54% |
$291K - $390K
|
96K
$7.43M
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
4.05K+ 3.55% |
$282K - $378K
|
118K
$9.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4K+ 3.21% |
$279K - $374K
|
129K
$9.96M
|
|
|
Apr 26, 2023
Q1 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.92KNew |
$273K - $366K
|
3.92K
$304K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.91K+ 67.43% |
$272K - $365K
|
9.71K
$751K
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.8KNew |
$265K - $355K
|
3.8K
$294K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.8KNew |
$265K - $355K
|
3.8K
$294K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.5K+ 26.53% |
$244K - $327K
|
16.7K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.49K+ 66.15% |
$243K - $326K
|
8.77K
$678K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.41KNew |
$238K - $319K
|
3.41K
$264K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.4K+ 11.07% |
$237K - $317K
|
34.1K
$2.64M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.39K+ 14.3% |
$236K - $316K
|
27.1K
$2.1M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
3.26KNew |
$227K - $304K
|
3.26K
$252K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.21K+ 46.13% |
$224K - $300K
|
10.2K
$786K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.2K+ 102.69% |
$223K - $299K
|
6.32K
$489K
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
3.18K+ 76.43% |
$221K - $297K
|
7.33K
$567K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.16KNew |
$220K - $295K
|
3.16K
$245K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.11K+ 8.83% |
$216K - $290K
|
38.3K
$2.96M
|
|
|
May 12, 2023
Q1 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
3.06KNew |
$213K - $286K
|
3.06K
$237K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.04K+ 22.49% |
$212K - $284K
|
16.5K
$1.28M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.99K+ 123.3% |
$208K - $279K
|
5.42K
$419K
|