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
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-99- 2.94% |
$6.9K - $9.25K
|
3.27K
$267K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100- 7.67% |
$6.97K - $9.34K
|
1.2K
$98.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.53% |
$6.97K - $9.34K
|
18.9K
$1.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-102- 4.01% |
$7.11K - $9.53K
|
2.44K
$199K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-104- 3.43% |
$7.25K - $9.71K
|
2.93K
$239K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-117- 3.74% |
$8.15K - $10.9K
|
3.01K
$246K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-120- 37.5% |
$8.36K - $11.2K
|
200
$16.3K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-122Closed |
$8.5K - $11.4K
|
0
$0
|
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
SELL
|
- |
-124- 55.36% |
$8.64K - $11.6K
|
100
$8.17K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-128- 17.49% |
$8.92K - $12K
|
604
$49.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-133- 5.81% |
$9.27K - $12.4K
|
2.16K
$176K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-133- 5.81% |
$9.27K - $12.4K
|
2.16K
$176K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-140- 3.37% |
$9.76K - $13.1K
|
4.01K
$328K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-147- 2.04% |
$10.2K - $13.7K
|
7.08K
$578K
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-148- 0.39% |
$10.3K - $13.8K
|
37.6K
$3.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-157- 4.95% |
$10.9K - $14.7K
|
3.01K
$246K
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-172- 0.31% |
$12K - $16.1K
|
55K
$4.49M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-175- 3.11% |
$12.2K - $16.3K
|
5.45K
$445K
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-180- 2.54% |
$12.5K - $16.8K
|
6.9K
$563K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-191- 0.66% |
$13.3K - $17.8K
|
28.7K
$2.35M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-193- 6.19% |
$13.5K - $18K
|
2.93K
$239K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-201- 21.27% |
$14K - $18.8K
|
744
$60.8K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-202- 17.53% |
$14.1K - $18.9K
|
950
$77.6K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-210- 2.53% |
$14.6K - $19.6K
|
8.1K
$661K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-215- 3.43% |
$15K - $20.1K
|
6.05K
$494K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-220- 1.56% |
$15.3K - $20.5K
|
13.9K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-232- 1.27% |
$16.2K - $21.7K
|
18K
$1.47M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-232- 36.08% |
$16.2K - $21.7K
|
411
$33.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-245- 23.38% |
$17.1K - $22.9K
|
803
$65.6K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-270- 5.2% |
$18.8K - $25.2K
|
4.92K
$402K
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-273- 7.82% |
$19K - $25.5K
|
3.22K
$263K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-285- 1.29% |
$19.9K - $26.6K
|
21.8K
$1.78M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-285- 2.71% |
$19.9K - $26.6K
|
10.2K
$835K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-295- 1.19% |
$20.6K - $27.6K
|
24.5K
$2M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.76% |
$20.9K - $28K
|
10.6K
$862K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-311- 1.34% |
$21.7K - $29K
|
22.8K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-312- 9.28% |
$21.7K - $29.1K
|
3.05K
$249K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-323- 8.53% |
$22.5K - $30.2K
|
3.46K
$283K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-331- 5.99% |
$23.1K - $30.9K
|
5.2K
$424K
|
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-361- 9.26% |
$25.2K - $33.7K
|
3.54K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-366- 11.86% |
$25.5K - $34.2K
|
2.72K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-393- 9.89% |
$27.4K - $36.7K
|
3.58K
$292K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-425- 10.83% |
$29.6K - $39.7K
|
3.5K
$286K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-457- 12.51% |
$31.8K - $42.7K
|
3.2K
$261K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-458Closed |
$31.9K - $42.8K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-497- 9.81% |
$34.6K - $46.4K
|
4.57K
$373K
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-502- 7.24% |
$35K - $46.9K
|
6.44K
$525K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-505- 1.38% |
$35.2K - $47.2K
|
36K
$2.94M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-508- 4.86% |
$35.4K - $47.4K
|
9.94K
$811K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-513Closed |
$35.8K - $47.9K
|
0
$0
|