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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
973+ 1.92% |
$63.7K - $75K
|
51.6K
$4.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
BUY
|
- |
925+ 0.81% |
$60.6K - $71.3K
|
115K
$9.77M
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
BUY
|
- |
923+ 74.08% |
$60.4K - $71.2K
|
2.17K
$185K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
878+ 10.78% |
$57.5K - $67.7K
|
9.02K
$769K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
801+ 2.08% |
$52.4K - $61.8K
|
39.4K
$3.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
781New |
$51.1K - $60.2K
|
781
$66.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
764+ 2.35% |
$50K - $58.9K
|
33.3K
$2.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
761+ 11.26% |
$49.8K - $58.7K
|
7.52K
$641K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
754+ 42.57% |
$49.4K - $58.1K
|
2.53K
$215K
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
724+ 0.86% |
$47.4K - $55.8K
|
85.2K
$7.27M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
705+ 1.08% |
$46.1K - $54.4K
|
66K
$5.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
700New |
$45.8K - $54K
|
700
$59.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
664+ 4.58% |
$43.5K - $51.2K
|
15.2K
$1.29M
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
640+ 6.82% |
$41.9K - $49.4K
|
10K
$855K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
638+ 10.36% |
$41.8K - $49.2K
|
6.79K
$579K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
635+ 4.2% |
$41.6K - $49K
|
15.8K
$1.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
619+ 619.0% |
$40.5K - $47.7K
|
719
$61.3K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
609New |
$39.9K - $47K
|
609
$51.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
574+ 15.8% |
$37.6K - $44.3K
|
4.21K
$359K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
572+ 1.14% |
$37.4K - $44.1K
|
50.9K
$4.34M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
558+ 7.05% |
$36.5K - $43K
|
8.47K
$722K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
555+ 4.5% |
$36.3K - $42.8K
|
12.9K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
521+ 15.99% |
$34.1K - $40.2K
|
3.78K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
516+ 0.82% |
$33.8K - $39.8K
|
63.1K
$5.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
515+ 9.36% |
$33.7K - $39.7K
|
6.02K
$513K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
500+ 17.12% |
$32.7K - $38.6K
|
3.42K
$292K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
500+ 4.74% |
$32.7K - $38.6K
|
11.1K
$942K
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
481+ 17.48% |
$31.5K - $37.1K
|
3.23K
$276K
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
466+ 0.84% |
$30.5K - $35.9K
|
55.6K
$4.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
458+ 0.44% |
$30K - $35.3K
|
105K
$8.99M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
457New |
$29.9K - $35.2K
|
457
$39K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
448+ 38.69% |
$29.3K - $34.5K
|
1.61K
$137K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
432+ 2.38% |
$28.3K - $33.3K
|
18.6K
$1.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
427+ 115.09% |
$28K - $32.9K
|
798
$68K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
416New |
$27.2K - $32.1K
|
416
$35.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
398+ 9.06% |
$26.1K - $30.7K
|
4.79K
$408K
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
376+ 59.31% |
$24.6K - $29K
|
1.01K
$86.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
371+ 0.54% |
$24.3K - $28.6K
|
68.5K
$5.84M
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
356+ 8.52% |
$23.3K - $27.5K
|
4.54K
$387K
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
351+ 2.66% |
$23K - $27.1K
|
13.6K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
342+ 11.21% |
$22.4K - $26.4K
|
3.39K
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
335+ 54.92% |
$21.9K - $25.8K
|
945
$80.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
333+ 7.51% |
$21.8K - $25.7K
|
4.77K
$406K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
333+ 6.31% |
$21.8K - $25.7K
|
5.61K
$478K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
333+ 2.11% |
$21.8K - $25.7K
|
16.1K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
322+ 6.78% |
$21.1K - $24.8K
|
5.07K
$432K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
317+ 1.61% |
$20.8K - $24.4K
|
20.1K
$1.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
306+ 0.9% |
$20K - $23.6K
|
34.2K
$2.91M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
300New |
$19.6K - $23.1K
|
300
$25.6K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
295New |
$19.3K - $22.7K
|
295
$25.1K
|