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 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.11K+ 34.32% |
$549K - $613K
|
27.8K
$2.15M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.96K+ 200.52% |
$537K - $601K
|
10.4K
$806K
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
6.89K+ 33.58% |
$532K - $595K
|
27.4K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
6.38K+ 9.96% |
$492K - $550K
|
70.4K
$5.44M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
6.3KNew |
$486K - $544K
|
6.3K
$487K
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
6.29K+ 75.4% |
$486K - $543K
|
14.6K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
6.13KNew |
$473K - $529K
|
6.13K
$474K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.08K+ 5377.88% |
$469K - $525K
|
6.19K
$478K
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.96K+ 17526.47% |
$460K - $514K
|
5.99K
$463K
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.81K+ 104.16% |
$448K - $501K
|
11.4K
$880K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.76K+ 49.72% |
$445K - $497K
|
17.4K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.52K+ 45.74% |
$426K - $477K
|
17.6K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.47KNew |
$422K - $472K
|
5.47K
$423K
|
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
5.41K+ 42.25% |
$418K - $467K
|
18.2K
$1.41M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.26KNew |
$406K - $454K
|
5.26K
$407K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.16KNew |
$398K - $445K
|
5.16K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
5K+ 9.7% |
$386K - $431K
|
56.5K
$4.37M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.99K+ 7.33% |
$385K - $430K
|
73K
$5.64M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.98K+ 38.06% |
$384K - $430K
|
18.1K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
BUY
|
- |
4.92K+ 26.12% |
$380K - $424K
|
23.7K
$1.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
BUY
|
- |
4.8K+ 259.74% |
$371K - $414K
|
6.65K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.71KNew |
$364K - $407K
|
4.71K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4.68K+ 2.47% |
$361K - $404K
|
194K
$15M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.65KNew |
$359K - $402K
|
4.65K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4.64K+ 5.07% |
$358K - $401K
|
96.1K
$7.43M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.55K+ 16.51% |
$351K - $393K
|
32.1K
$2.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.48KNew |
$346K - $386K
|
4.48K
$346K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.44K+ 21.18% |
$343K - $383K
|
25.4K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
4.41K+ 3.22% |
$340K - $380K
|
141K
$10.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
4.19K+ 20.95% |
$323K - $361K
|
24.2K
$1.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
4.07K+ 5.6% |
$314K - $351K
|
76.6K
$5.92M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
3.91K+ 1.98% |
$302K - $337K
|
202K
$15.6M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.91KNew |
$301K - $337K
|
3.91K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.76K+ 19.64% |
$291K - $325K
|
22.9K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.73KNew |
$288K - $322K
|
3.73K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.71KNew |
$286K - $320K
|
3.71K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
3.69KNew |
$285K - $318K
|
3.69K
$285K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
3.28K+ 43.92% |
$253K - $283K
|
10.7K
$830K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.23KNew |
$249K - $279K
|
3.23K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
3.21K+ 8.67% |
$248K - $277K
|
40.2K
$3.1M
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
BUY
|
- |
3.09K+ 19.7% |
$239K - $267K
|
18.8K
$1.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.03KNew |
$234K - $261K
|
3.03K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.96KNew |
$229K - $255K
|
2.96K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.89KNew |
$223K - $249K
|
2.89K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.85KNew |
$220K - $246K
|
2.85K
$220K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.82K+ 11.78% |
$218K - $244K
|
26.8K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.81KNew |
$217K - $243K
|
2.81K
$217K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.8KNew |
$216K - $241K
|
2.8K
$216K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.75K+ 89.62% |
$212K - $237K
|
5.81K
$449K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.74KNew |
$212K - $237K
|
2.74K
$212K
|