Purchases and Sales Made in Q2 2023 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
14.9KNew |
$978K - $1.15M
|
14.9K
$1.26M
|
|
|
Jul 31, 2023
Q2 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
14.5KNew |
$948K - $1.12M
|
14.5K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
BUY
|
- |
14K+ 2.14% |
$915K - $1.08M
|
668K
$56.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
13.9K+ 84.09% |
$908K - $1.07M
|
30.4K
$2.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
13.6KNew |
$891K - $1.05M
|
13.6K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.4K+ 194.55% |
$876K - $1.03M
|
20.3K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
12.6K+ 262.15% |
$828K - $975K
|
17.5K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
12.5K+ 2.41% |
$820K - $966K
|
533K
$44.9M
|
|
|
Aug 14, 2023
Q2 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
11.6KNew |
$762K - $898K
|
11.6K
$980K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
11.5K+ 9.57% |
$753K - $887K
|
132K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
11.4KNew |
$748K - $881K
|
11.4K
$961K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
10.9KNew |
$712K - $838K
|
10.9K
$915K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 303.0% |
$702K - $827K
|
14.3K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
10.7K+ 18.51% |
$700K - $825K
|
68.5K
$5.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
10.7K+ 38.66% |
$697K - $822K
|
38.2K
$3.22M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10.4K+ 7.84% |
$684K - $806K
|
144K
$12.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
10K+ 10.4% |
$657K - $774K
|
107K
$8.97M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital Management Corp
|
BUY
|
- |
9.39K+ 8.52% |
$615K - $724K
|
120K
$10.1M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.55K+ 5.68% |
$560K - $659K
|
159K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
7.74K+ 140.91% |
$507K - $597K
|
13.2K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
7K+ 91.44% |
$458K - $540K
|
14.7K
$1.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
BUY
|
- |
6.95K+ 30.12% |
$455K - $536K
|
30K
$2.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
BUY
|
- |
6.77KNew |
$443K - $522K
|
6.77K
$570K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
6.53K+ 7.12% |
$428K - $504K
|
98.3K
$8.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
6.4K+ 51.18% |
$419K - $494K
|
18.9K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
6.07K+ 23.79% |
$398K - $468K
|
31.6K
$2.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.05K+ 3.89% |
$396K - $467K
|
161K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
5.9KNew |
$386K - $455K
|
5.9K
$497K
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
5.7KNew |
$373K - $440K
|
5.7K
$480K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
5.67KNew |
$371K - $437K
|
5.67K
$477K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.62K+ 4.73% |
$368K - $433K
|
124K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.6KNew |
$366K - $432K
|
5.6K
$471K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
5.56K+ 141.49% |
$364K - $429K
|
9.49K
$798K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.35KNew |
$350K - $412K
|
5.35K
$450K
|
|
|
Aug 10, 2023
Q2 2023
|
Mqs Management LLC
|
BUY
|
- |
5.32KNew |
$348K - $410K
|
5.32K
$448K
|
|
|
Aug 14, 2023
Q2 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
5K+ 33.33% |
$327K - $386K
|
20K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.99K+ 2.45% |
$327K - $385K
|
209K
$17.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.7KNew |
$308K - $363K
|
4.7K
$396K
|
|
|
Jul 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
4.52K+ 3.52% |
$296K - $349K
|
133K
$11.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.39K+ 4.84% |
$287K - $338K
|
95.1K
$8M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.25K+ 2.52% |
$278K - $328K
|
173K
$14.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
4.21KNew |
$276K - $325K
|
4.21K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.05KNew |
$265K - $312K
|
4.05K
$341K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
4.02K+ 235.26% |
$263K - $310K
|
5.73K
$482K
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.79KNew |
$248K - $292K
|
3.79K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.77K+ 31.67% |
$247K - $291K
|
15.7K
$1.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.75KNew |
$246K - $289K
|
3.75K
$316K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.26K+ 26.76% |
$214K - $252K
|
15.5K
$1.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.25KNew |
$213K - $250K
|
3.25K
$273K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.25K+ 2.42% |
$212K - $250K
|
137K
$11.5M
|