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 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 1.66% |
$772 - $863
|
593
$50K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 1.11% |
$772 - $863
|
893
$75.3K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11- 0.08% |
$849 - $949
|
14.2K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11- 0.09% |
$849 - $949
|
12.2K
$1.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.89% |
$926 - $1.04K
|
1.34K
$113K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-13- 0.08% |
$1K - $1.12K
|
17.1K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-14- -0.0% |
$1.08K - $1.21K
|
390K
$32.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-17- 0.14% |
$1.31K - $1.47K
|
12.4K
$1.05M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-17- 0.02% |
$1.31K - $1.47K
|
86.8K
$7.32M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 2.31% |
$1.31K - $1.47K
|
719
$60.7K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-18- 43.9% |
$1.39K - $1.55K
|
23
$1.94K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-19- 1.5% |
$1.47K - $1.64K
|
1.25K
$105K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-21- 12.65% |
$1.62K - $1.81K
|
145
$12.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-22- 3.42% |
$1.7K - $1.9K
|
622
$52.5K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-27- 9.34% |
$2.08K - $2.33K
|
262
$22.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-28- 0.44% |
$2.16K - $2.42K
|
6.36K
$537K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-30- 0.83% |
$2.32K - $2.59K
|
3.6K
$304K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-30- 0.3% |
$2.32K - $2.59K
|
9.91K
$836K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-31- 1.07% |
$2.39K - $2.68K
|
2.88K
$243K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-33- 0.33% |
$2.55K - $2.85K
|
10.1K
$852K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-35- 0.49% |
$2.7K - $3.02K
|
7.16K
$604K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-40- 0.85% |
$3.09K - $3.45K
|
4.66K
$393K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-41- 7.5% |
$3.17K - $3.54K
|
506
$42.7K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-41- 1.29% |
$3.17K - $3.54K
|
3.15K
$266K
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-44- 0.79% |
$3.4K - $3.8K
|
5.51K
$465K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-45- 1.6% |
$3.47K - $3.88K
|
2.77K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-46- 15.03% |
$3.55K - $3.97K
|
260
$21.9K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-47- 1.33% |
$3.63K - $4.06K
|
3.49K
$294K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-48- 1.26% |
$3.71K - $4.14K
|
3.75K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-48- 0.63% |
$3.71K - $4.14K
|
7.58K
$640K
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-50- 6.75% |
$3.86K - $4.32K
|
691
$58.3K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-53- 2.67% |
$4.09K - $4.57K
|
1.94K
$163K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-56- 1.05% |
$4.32K - $4.83K
|
5.3K
$447K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-60- 17.54% |
$4.63K - $5.18K
|
282
$23.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-60- 0.72% |
$4.63K - $5.18K
|
8.24K
$695K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-64- 24.71% |
$4.94K - $5.52K
|
195
$16.5K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-82- 0.92% |
$6.33K - $7.08K
|
8.85K
$746K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-84- 1.85% |
$6.48K - $7.25K
|
4.47K
$377K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-99- 1.69% |
$7.64K - $8.54K
|
5.76K
$486K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 15.17% |
$7.72K - $8.63K
|
559
$47.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-100- 3.57% |
$7.72K - $8.63K
|
2.7K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-101- 0.21% |
$7.8K - $8.72K
|
48.2K
$4.07M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-105- 1.35% |
$8.11K - $9.06K
|
7.65K
$645K
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-106- 0.96% |
$8.18K - $9.15K
|
11K
$927K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-120- 0.99% |
$9.26K - $10.4K
|
12K
$1.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-123- 61.81% |
$9.5K - $10.6K
|
76
$6.41K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-124- 98.41% |
$9.57K - $10.7K
|
2
$169
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-125- 3.59% |
$9.65K - $10.8K
|
3.36K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-129- 0.52% |
$9.96K - $11.1K
|
24.9K
$2.1M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-137- 4.7% |
$10.6K - $11.8K
|
2.78K
$235K
|