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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 0.69% |
$348 - $467
|
725
$56.1K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.66% |
$348 - $467
|
768
$59.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$348 - $467
|
5
$387
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4+ 200.0% |
$279 - $374
|
6
$464
|
|
|
Apr 12, 2023
Q1 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
4+ 0.06% |
$279 - $374
|
6.79K
$525K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3+ 0.11% |
$209 - $280
|
2.78K
$215K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.82% |
$209 - $280
|
371
$28.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 0.99% |
$209 - $280
|
306
$23.7K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.42% |
$209 - $280
|
711
$55K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.03% |
$139 - $187
|
6.88K
$533K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1- 0.03% |
$69.7 - $93.4
|
3.98K
$308K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.19% |
$139 - $187
|
1.05K
$81.6K
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.88% |
$139 - $187
|
225
$17.4K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.14% |
$209 - $280
|
2.13K
$165K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3- 1.18% |
$209 - $280
|
251
$19.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-4- 0.1% |
$279 - $374
|
3.9K
$301K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 14.63% |
$418 - $560
|
35
$2.71K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 7.22% |
$488 - $654
|
90
$6.97K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-10- 11.9% |
$697 - $934
|
74
$5.73K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 3.08% |
$906 - $1.21K
|
409
$31.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-14- 0.46% |
$976 - $1.31K
|
3.06K
$237K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-15- 0.5% |
$1.05K - $1.4K
|
3K
$232K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17- 0.61% |
$1.18K - $1.59K
|
2.78K
$215K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-17- 41.46% |
$1.18K - $1.59K
|
24
$1.86K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-17- 11.18% |
$1.18K - $1.59K
|
135
$10.4K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-18- 0.33% |
$1.25K - $1.68K
|
5.51K
$427K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-22- 2.29% |
$1.53K - $2.05K
|
937
$72.5K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-24- 0.07% |
$1.67K - $2.24K
|
32.4K
$2.51M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-25- 8.28% |
$1.74K - $2.33K
|
277
$21.4K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-26- 6.9% |
$1.81K - $2.43K
|
351
$27.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-28- 0.76% |
$1.95K - $2.61K
|
3.63K
$281K
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-40- 0.01% |
$2.79K - $3.74K
|
297K
$23M
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-40- 0.01% |
$2.79K - $3.74K
|
297K
$23M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-43- 3.18% |
$3K - $4.02K
|
1.31K
$101K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-43- 8.22% |
$3K - $4.02K
|
480
$37.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-46- 22.55% |
$3.21K - $4.3K
|
158
$12.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-49- 3.63% |
$3.41K - $4.58K
|
1.3K
$101K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-51- 34.69% |
$3.55K - $4.76K
|
96
$7.43K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-53- 9.36% |
$3.69K - $4.95K
|
513
$39.7K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-55- 3.01% |
$3.83K - $5.14K
|
1.77K
$137K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-55- 4.31% |
$3.83K - $5.14K
|
1.22K
$94.6K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-55- 0.72% |
$3.83K - $5.14K
|
7.61K
$589K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-62- 1.82% |
$4.32K - $5.79K
|
3.35K
$259K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-62- 5.08% |
$4.32K - $5.79K
|
1.16K
$89.6K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-66- 5.12% |
$4.6K - $6.16K
|
1.22K
$94.6K
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-76- 4.77% |
$5.3K - $7.1K
|
1.52K
$117K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-78- 95.12% |
$5.44K - $7.28K
|
4
$310
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-78- 32.91% |
$5.44K - $7.28K
|
159
$12.3K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-83- 0.23% |
$5.78K - $7.75K
|
36.1K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-86- 1.44% |
$5.99K - $8.03K
|
5.88K
$455K
|