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 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.14K+ 8.37% |
$206K - $242K
|
40.7K
$3.42M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
3.06KNew |
$200K - $236K
|
3.06K
$257K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
3.05K+ 0.78% |
$200K - $235K
|
394K
$33.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.05K+ 104.17% |
$199K - $235K
|
5.97K
$503K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
3.04KNew |
$199K - $234K
|
3.04K
$255K
|
|
|
Jul 06, 2023
Q2 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3KNew |
$196K - $231K
|
3K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.97K+ 0.48% |
$195K - $229K
|
620K
$52.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.93K+ 14.36% |
$192K - $226K
|
23.3K
$1.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.9K+ 9.31% |
$190K - $223K
|
34K
$2.86M
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.88KNew |
$188K - $222K
|
2.88K
$242K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.87KNew |
$188K - $222K
|
2.87K
$242K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.75KNew |
$180K - $212K
|
2.75K
$231K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.73K+ 15.16% |
$179K - $211K
|
20.8K
$1.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.7KNew |
$177K - $208K
|
2.7K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2.68KNew |
$175K - $207K
|
2.68K
$225K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.65KNew |
$174K - $204K
|
2.65K
$223K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2.61K+ 14.93% |
$171K - $201K
|
20.1K
$1.69M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.61K+ 0.81% |
$171K - $201K
|
326K
$27.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.52K+ 20.55% |
$165K - $194K
|
14.8K
$1.24M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.46KNew |
$161K - $190K
|
2.46K
$207K
|
|
|
Aug 14, 2023
Q2 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
2.4K+ 8.33% |
$157K - $185K
|
31.1K
$2.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.25K+ 9.92% |
$147K - $173K
|
24.9K
$2.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
2.24K+ 179.66% |
$146K - $172K
|
3.48K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.16K+ 8.31% |
$142K - $167K
|
28.2K
$2.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.12K+ 7.38% |
$139K - $163K
|
30.8K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.09K+ 13.22% |
$137K - $161K
|
17.9K
$1.5M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2K+ 92.81% |
$131K - $154K
|
4.16K
$350K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2K+ 92.81% |
$131K - $154K
|
4.16K
$350K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.99K+ 8.11% |
$130K - $153K
|
26.5K
$2.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.85K+ 27.8% |
$121K - $143K
|
8.51K
$716K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.8KNew |
$118K - $139K
|
1.8K
$151K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.74K+ 41.81% |
$114K - $134K
|
5.9K
$497K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.7K+ 4.18% |
$111K - $131K
|
42.5K
$3.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.57K+ 2.68% |
$103K - $121K
|
60.3K
$5.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.5K+ 95.85% |
$98.2K - $116K
|
3.07K
$258K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.5KNew |
$98.1K - $116K
|
1.5K
$126K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.45K+ 10385.71% |
$95.2K - $112K
|
1.47K
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.39KNew |
$91.1K - $107K
|
1.39K
$117K
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.29K+ 76.66% |
$84.7K - $99.8K
|
2.98K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
1.26K+ 7.86% |
$82.2K - $96.9K
|
17.2K
$1.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.24K+ 26.48% |
$81K - $95.5K
|
5.91K
$498K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.19K+ 11920.0% |
$78K - $91.9K
|
1.2K
$101K
|
|
|
Aug 09, 2023
Q2 2023
|
Arjuna Capital
|
BUY
|
- |
1.17K+ 3.37% |
$76.7K - $90.3K
|
35.9K
$3.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.08K+ 11.06% |
$70.9K - $83.5K
|
10.9K
$915K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.07K+ 2.72% |
$70K - $82.4K
|
40.4K
$3.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.07K+ 12.71% |
$69.8K - $82.2K
|
9.45K
$796K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.02K+ 7.83% |
$66.6K - $78.5K
|
14K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
981+ 16.62% |
$64.2K - $75.6K
|
6.89K
$579K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
975+ 4.39% |
$63.8K - $75.2K
|
23.2K
$1.95M
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
973+ 1.92% |
$63.7K - $75K
|
51.6K
$4.34M
|