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
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
366+ 18.39% |
$25.5K - $34.2K
|
2.36K
$182K
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
363+ 2.99% |
$25.3K - $33.9K
|
12.5K
$968K
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
361+ 54.53% |
$25.2K - $33.7K
|
1.02K
$79.2K
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
360+ 97.83% |
$25.1K - $33.6K
|
728
$56.3K
|
|
Apr 05, 2023
Q1 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
348+ 3.3% |
$24.3K - $32.5K
|
10.9K
$844K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
331+ 6.13% |
$23.1K - $30.9K
|
5.73K
$443K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
328+ 1.61% |
$22.9K - $30.6K
|
20.7K
$1.6M
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
323+ 19.78% |
$22.5K - $30.2K
|
1.96K
$151K
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
308+ 7.01% |
$21.5K - $28.8K
|
4.7K
$364K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
304+ 5.99% |
$21.2K - $28.4K
|
5.38K
$417K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
286+ 9.94% |
$19.9K - $26.7K
|
3.16K
$245K
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
270+ 0.43% |
$18.8K - $25.2K
|
63.1K
$4.88M
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
259+ 2.62% |
$18K - $24.2K
|
10.2K
$786K
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
255+ 10.18% |
$17.8K - $23.8K
|
2.76K
$214K
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
255+ 3.92% |
$17.8K - $23.8K
|
6.76K
$523K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
249+ 12.98% |
$17.4K - $23.3K
|
2.17K
$168K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
245+ 9.5% |
$17.1K - $22.9K
|
2.82K
$218K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
239+ 3.46% |
$16.7K - $22.3K
|
7.15K
$553K
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
239+ 42.3% |
$16.7K - $22.3K
|
804
$62.2K
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
226+ 5.79% |
$15.7K - $21.1K
|
4.13K
$320K
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
220+ 96.07% |
$15.3K - $20.5K
|
449
$34.7K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
215+ 0.35% |
$15K - $20.1K
|
62.2K
$4.81M
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
215+ 3.25% |
$15K - $20.1K
|
6.82K
$528K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
210+ 8.46% |
$14.6K - $19.6K
|
2.69K
$208K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
206+ 78.03% |
$14.4K - $19.2K
|
470
$36.4K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
200+ 100.0% |
$13.9K - $18.7K
|
400
$31K
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
198+ 0.74% |
$13.8K - $18.5K
|
26.8K
$2.08M
|
|
May 09, 2023
Q1 2023
|
Belmont Capital, LLC
|
BUY
|
- |
198New |
$13.8K - $18.5K
|
198
$15.3K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
189New |
$13.2K - $17.7K
|
189
$14.6K
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
186+ 6.05% |
$13K - $17.4K
|
3.26K
$252K
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
186+ 7.19% |
$13K - $17.4K
|
2.77K
$215K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
184+ 5.53% |
$12.8K - $17.2K
|
3.51K
$272K
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
184+ 6.16% |
$12.8K - $17.2K
|
3.17K
$245K
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
159+ 0.47% |
$11.1K - $14.8K
|
34K
$2.63M
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
150+ 0.2% |
$10.5K - $14K
|
75.8K
$5.87M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
147+ 2.23% |
$10.2K - $13.7K
|
6.73K
$521K
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
142+ 14.29% |
$9.9K - $13.3K
|
1.14K
$87.9K
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
142+ 2.64% |
$9.9K - $13.3K
|
5.51K
$427K
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
141+ 3.06% |
$9.83K - $13.2K
|
4.75K
$367K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
137+ 9.59% |
$9.55K - $12.8K
|
1.57K
$121K
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
133+ 1.36% |
$9.27K - $12.4K
|
9.93K
$769K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
125New |
$8.71K - $11.7K
|
125
$9.67K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
115New |
$8.01K - $10.7K
|
115
$8.9K
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
113+ 33.24% |
$7.87K - $10.6K
|
453
$35.1K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
112+ 3.56% |
$7.81K - $10.5K
|
3.26K
$252K
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
111+ 0.29% |
$7.74K - $10.4K
|
38.6K
$2.99M
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
101+ 1.95% |
$7.04K - $9.43K
|
5.28K
$408K
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.68% |
$6.97K - $9.34K
|
14.8K
$1.15M
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.23% |
$6.97K - $9.34K
|
43.1K
$3.34M
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
100+ 0.2% |
$6.97K - $9.34K
|
49.3K
$3.82M
|