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 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.98K+ 12.91% |
$207K - $278K
|
26K
$2.02M
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.96KNew |
$206K - $277K
|
2.96K
$229K
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.95KNew |
$206K - $275K
|
2.95K
$228K
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.92KNew |
$203K - $273K
|
2.92K
$226K
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.82K+ 7.73% |
$197K - $264K
|
39.3K
$3.04M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.81K+ 1.4% |
$195K - $262K
|
203K
$15.7M
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.79K+ 1.33% |
$195K - $261K
|
213K
$16.5M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.78KNew |
$193K - $259K
|
2.78K
$215K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.76K+ 3.29% |
$193K - $258K
|
86.9K
$6.73M
|
|
May 15, 2023
Q1 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
2.75KNew |
$192K - $257K
|
2.75K
$213K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.74K+ 8.46% |
$191K - $256K
|
35.2K
$2.72M
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.5K+ 17.74% |
$174K - $233K
|
16.6K
$1.28M
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.39K+ 49.06% |
$167K - $224K
|
7.27K
$563K
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.34K+ 70.14% |
$163K - $219K
|
5.68K
$440K
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.32K+ 52.71% |
$161K - $216K
|
6.71K
$519K
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.23K+ 2.26% |
$155K - $208K
|
101K
$7.79M
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.1K+ 46.0% |
$146K - $196K
|
6.66K
$515K
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.1K+ 30.14% |
$146K - $196K
|
9.05K
$700K
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
BUY
|
- |
2.08K+ 6.35% |
$145K - $194K
|
34.8K
$2.69M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.06K+ 45.57% |
$143K - $192K
|
6.57K
$509K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.01K+ 46.64% |
$140K - $188K
|
6.33K
$490K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.01K+ 46.64% |
$140K - $188K
|
6.33K
$490K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.91KNew |
$133K - $178K
|
1.91K
$148K
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.88K+ 11.9% |
$131K - $176K
|
17.7K
$1.37M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.71K+ 29.06% |
$119K - $160K
|
7.6K
$588K
|
|
May 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
1.67K+ 5.49% |
$116K - $156K
|
32K
$2.48M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.61K+ 21.39% |
$112K - $150K
|
9.12K
$706K
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
1.61K+ 5.44% |
$112K - $150K
|
31.1K
$2.41M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.6K+ 7.13% |
$112K - $150K
|
24.1K
$1.86M
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
BUY
|
- |
1.57K+ 13.45% |
$109K - $146K
|
13.2K
$1.02M
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
1.5K+ 1.43% |
$105K - $140K
|
107K
$8.25M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
1.45K+ 6.83% |
$101K - $135K
|
22.6K
$1.75M
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.42K+ 2.74% |
$99.1K - $133K
|
53.2K
$4.12M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.41K+ 25.67% |
$97.9K - $131K
|
6.88K
$532K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.37K+ 30.41% |
$95.4K - $128K
|
5.87K
$454K
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.33K+ 35.77% |
$92.8K - $124K
|
5.05K
$391K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 27.09% |
$91.7K - $123K
|
6.17K
$478K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.31K+ 5.35% |
$91.2K - $122K
|
25.8K
$1.99M
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1.29K+ 4.13% |
$90K - $121K
|
32.6K
$2.52M
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.22K+ 35.11% |
$84.7K - $113K
|
4.68K
$362K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
1.2K+ 2727.27% |
$83.6K - $112K
|
1.24K
$96.3K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.19KNew |
$82.8K - $111K
|
1.19K
$91.9K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.17K+ 15.86% |
$81.3K - $109K
|
8.52K
$659K
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.15K+ 1.21% |
$80.2K - $107K
|
96.5K
$7.47M
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.15K+ 12.74% |
$80.2K - $107K
|
10.2K
$788K
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.14K+ 1.35% |
$79.3K - $106K
|
85.1K
$6.59M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.12K+ 16.28% |
$78.3K - $105K
|
8.02K
$621K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 46.32% |
$78.1K - $105K
|
3.54K
$274K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.1K+ 43.63% |
$76.7K - $103K
|
3.62K
$280K
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
1.06K+ 20.76% |
$73.5K - $98.5K
|
6.14K
$475K
|