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 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
257+ 5.07% |
$16.8K - $19.8K
|
5.33K
$457K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
242+ 7.22% |
$15.8K - $18.7K
|
3.6K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
242+ 2.44% |
$15.8K - $18.7K
|
10.2K
$872K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
239New |
$15.6K - $18.4K
|
239
$20.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
BUY
|
- |
236+ 0.57% |
$15.4K - $18.2K
|
41.3K
$3.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
202+ 6.82% |
$13.2K - $15.6K
|
3.16K
$271K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
199+ 3.05% |
$13K - $15.3K
|
6.73K
$577K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
195+ 26.42% |
$12.8K - $15K
|
933
$80K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
179+ 6.48% |
$11.7K - $13.8K
|
2.94K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
176+ 2.4% |
$11.5K - $13.6K
|
7.52K
$645K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
167+ 6.14% |
$10.9K - $12.9K
|
2.89K
$247K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
167+ 5.56% |
$10.9K - $12.9K
|
3.17K
$272K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
162+ 3.19% |
$10.6K - $12.5K
|
5.24K
$449K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
161+ 0.89% |
$10.5K - $12.4K
|
18.2K
$1.56M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
159+ 3.06% |
$10.4K - $12.3K
|
5.36K
$460K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
150New |
$9.82K - $11.6K
|
150
$12.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
150+ 10.7% |
$9.82K - $11.6K
|
1.55K
$133K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
148+ 3.15% |
$9.69K - $11.4K
|
4.85K
$416K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
137+ 4.26% |
$8.97K - $10.6K
|
3.35K
$288K
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
130+ 1.19% |
$8.51K - $10K
|
11K
$946K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
129+ 8.17% |
$8.44K - $9.95K
|
1.71K
$146K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
128New |
$8.38K - $9.87K
|
128
$11K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
127New |
$8.31K - $9.79K
|
127
$10.9K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
122New |
$7.99K - $9.41K
|
122
$10.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
122+ 0.87% |
$7.99K - $9.41K
|
14.1K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
106+ 1.51% |
$6.94K - $8.17K
|
7.15K
$613K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
100+ 12.45% |
$6.55K - $7.71K
|
903
$77.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
97+ 0.31% |
$6.35K - $7.48K
|
31.2K
$2.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
95+ 0.21% |
$6.22K - $7.33K
|
44.5K
$3.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
94+ 1.31% |
$6.15K - $7.25K
|
7.25K
$621K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
92New |
$6.02K - $7.09K
|
92
$7.89K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
89+ 2.81% |
$5.83K - $6.86K
|
3.26K
$279K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
88+ 0.02% |
$5.76K - $6.79K
|
488K
$41.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
83+ 1.82% |
$5.43K - $6.4K
|
4.64K
$398K
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
83+ 0.68% |
$5.43K - $6.4K
|
12.3K
$1.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
72+ 0.37% |
$4.71K - $5.55K
|
19.6K
$1.68M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
70+ 70.0% |
$4.58K - $5.4K
|
170
$14.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
58+ 0.57% |
$3.8K - $4.47K
|
10.2K
$876K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
57+ 1.65% |
$3.73K - $4.4K
|
3.51K
$300K
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
54+ 0.79% |
$3.53K - $4.16K
|
6.89K
$591K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45+ 13.93% |
$2.95K - $3.47K
|
368
$31.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
44+ 44.0% |
$2.88K - $3.39K
|
144
$12.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
38+ 0.71% |
$2.49K - $2.93K
|
5.42K
$465K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
35+ 0.37% |
$2.29K - $2.7K
|
9.51K
$815K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
33+ 0.49% |
$2.16K - $2.54K
|
6.77K
$580K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
31+ 22.96% |
$2.03K - $2.39K
|
166
$14.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
30+ 0.73% |
$1.96K - $2.31K
|
4.12K
$354K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
27+ 3.63% |
$1.77K - $2.08K
|
771
$66.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
26+ 0.68% |
$1.7K - $2K
|
3.83K
$328K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 3.45% |
$1.64K - $1.93K
|
750
$64.3K
|