Purchases and Sales Made in Q1 2024 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q1 2024. 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 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-619- 0.62% |
$47.8K - $53.4K
|
99.9K
$7.72M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-632- 0.61% |
$48.8K - $54.5K
|
103K
$7.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-693- 4.65% |
$53.5K - $59.8K
|
14.2K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-696- 4.21% |
$53.7K - $60.1K
|
15.9K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-700- 1.67% |
$54K - $60.4K
|
41.1K
$3.18M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-709- 2.02% |
$54.7K - $61.2K
|
34.3K
$2.65M
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-710- 10.57% |
$54.8K - $61.3K
|
6.01K
$465K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-710- 9.33% |
$54.8K - $61.3K
|
6.9K
$533K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-761- 13.63% |
$58.7K - $65.7K
|
4.82K
$373K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-791- 2.47% |
$61.1K - $68.3K
|
31.3K
$2.42M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-815- 85.34% |
$62.9K - $70.3K
|
140
$10.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-832- 12.93% |
$64.2K - $71.8K
|
5.61K
$433K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-847- 1.86% |
$65.4K - $73.1K
|
44.7K
$3.46M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-858- 1.29% |
$66.2K - $74.1K
|
65.6K
$5.07M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-892- 5.08% |
$68.9K - $77K
|
16.7K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-909- 1.44% |
$70.2K - $78.5K
|
62.4K
$4.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-929- 2.33% |
$71.7K - $80.2K
|
39K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-972- 11.32% |
$75K - $83.9K
|
7.61K
$588K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-978- 7.04% |
$75.5K - $84.4K
|
12.9K
$998K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-995- 3.44% |
$76.8K - $85.9K
|
28K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-999- 98.23% |
$77.1K - $86.2K
|
18
$1.39K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.05K- 7.61% |
$81.1K - $90.7K
|
12.8K
$986K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.07K- 2.27% |
$82.4K - $92.1K
|
46K
$3.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.08K- 0.46% |
$83.1K - $92.9K
|
232K
$18M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.08K- 0.88% |
$83.1K - $92.9K
|
121K
$9.39M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.09K- 7.53% |
$84.4K - $94.3K
|
13.4K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.1K- 3.47% |
$84.6K - $94.6K
|
30.5K
$2.36M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.11K- 1.54% |
$85.4K - $95.5K
|
70.8K
$5.47M
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.12K- 5.78% |
$86.4K - $96.6K
|
18.2K
$1.41M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.17K- 3.36% |
$90K - $101K
|
33.5K
$2.59M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.17K- 78.83% |
$90.6K - $101K
|
315
$24.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-1.18K- 5.87% |
$91.1K - $102K
|
18.9K
$1.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.27K- 10.48% |
$98K - $110K
|
10.8K
$839K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.3K- 28.54% |
$101K - $112K
|
3.26K
$252K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.37K- 1.24% |
$106K - $118K
|
109K
$8.42M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.42K- 11.88% |
$110K - $122K
|
10.5K
$813K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.44K- 38.71% |
$111K - $124K
|
2.28K
$176K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.69K- 4.67% |
$130K - $146K
|
34.5K
$2.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.77K- 1.69% |
$136K - $152K
|
103K
$7.95M
|
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-1.8K- 32.03% |
$139K - $155K
|
3.82K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.84K- 10.47% |
$142K - $159K
|
15.7K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.9K- 6.99% |
$147K - $164K
|
25.3K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.92K- 11.36% |
$148K - $166K
|
15K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.01K- 10.57% |
$155K - $174K
|
17K
$1.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.19K- 18.63% |
$169K - $189K
|
9.58K
$741K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.23K- 24.99% |
$172K - $193K
|
6.7K
$518K
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
SELL
|
- |
-2.25K- 21.78% |
$174K - $194K
|
8.09K
$625K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.38KClosed |
$184K - $206K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-2.5K- 11.11% |
$193K - $216K
|
20K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.52K- 50.18% |
$194K - $217K
|
2.5K
$193K
|