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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-173- 2.9% |
$13.4K - $14.9K
|
5.8K
$448K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-191- 0.33% |
$14.7K - $16.5K
|
57.5K
$4.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-193- 6.3% |
$14.9K - $16.7K
|
2.87K
$222K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-193- 19.11% |
$14.9K - $16.7K
|
817
$63.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-196- 6.82% |
$15.1K - $16.9K
|
2.68K
$207K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-199- 5.03% |
$15.4K - $17.2K
|
3.76K
$290K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-200- 3.56% |
$15.4K - $17.3K
|
5.42K
$419K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-200- 0.68% |
$15.4K - $17.3K
|
29.3K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-203- 82.52% |
$15.7K - $17.5K
|
43
$3.32K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-204- 1.93% |
$15.7K - $17.6K
|
10.3K
$800K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-217- 3.43% |
$16.8K - $18.7K
|
6.11K
$472K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-220- 7.7% |
$17K - $19K
|
2.64K
$204K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-222- 7.36% |
$17.1K - $19.2K
|
2.79K
$216K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-239- 22.25% |
$18.5K - $20.6K
|
835
$64.5K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-245- 0.7% |
$18.9K - $21.1K
|
34.7K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-247- 48.53% |
$19.1K - $21.3K
|
262
$20.3K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-255- 4.69% |
$19.7K - $22K
|
5.19K
$401K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-269- 47.7% |
$20.8K - $23.2K
|
295
$22.8K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-283- 1.16% |
$21.8K - $24.4K
|
24.2K
$1.87M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-284- 1.14% |
$21.9K - $24.5K
|
24.7K
$1.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-320- 10.91% |
$24.7K - $27.6K
|
2.61K
$202K
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-346- 0.26% |
$26.7K - $29.9K
|
134K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-352- 8.83% |
$27.2K - $30.4K
|
3.64K
$281K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-355- 2.02% |
$27.4K - $30.6K
|
17.2K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-358- 2.25% |
$27.6K - $30.9K
|
15.6K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-364- 7.55% |
$28.1K - $31.4K
|
4.46K
$345K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-367- 8.07% |
$28.3K - $31.7K
|
4.18K
$323K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-371- 11.86% |
$28.6K - $32K
|
2.76K
$213K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-378- 20.75% |
$29.2K - $32.6K
|
1.44K
$112K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-400- 4.51% |
$30.9K - $34.5K
|
8.48K
$655K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-429- 5.61% |
$33.1K - $37K
|
7.22K
$558K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-437- 4.52% |
$33.7K - $37.7K
|
9.22K
$713K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-437- 9.7% |
$33.7K - $37.7K
|
4.07K
$314K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-444- 2.37% |
$34.3K - $38.3K
|
18.3K
$1.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-458- 50.0% |
$35.4K - $39.5K
|
458
$35.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-463- 33.82% |
$35.7K - $40K
|
906
$70K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-476- 15.28% |
$36.7K - $41.1K
|
2.64K
$204K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-481- 5.21% |
$37.1K - $41.5K
|
8.75K
$677K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 3.76% |
$38.6K - $43.2K
|
12.8K
$989K
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-500- 15.97% |
$38.6K - $43.2K
|
2.63K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-525- 0.45% |
$40.5K - $45.3K
|
117K
$9.02M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-532- 18.08% |
$41.1K - $45.9K
|
2.41K
$186K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-533- 4.18% |
$41.1K - $46K
|
12.2K
$945K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-576- 7.37% |
$44.5K - $49.7K
|
7.24K
$559K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-586- 54.26% |
$45.2K - $50.6K
|
494
$38.2K
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-596- 0.77% |
$46K - $51.4K
|
77.2K
$5.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-603- 8.85% |
$46.6K - $52K
|
6.21K
$480K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-603- 76.91% |
$46.6K - $52K
|
181
$14K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-613- 2.09% |
$47.3K - $52.9K
|
28.8K
$2.22M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-617- 78.1% |
$47.6K - $53.3K
|
173
$13.4K
|