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
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-173- 3.28% |
$11.3K - $13.3K
|
5.1K
$429K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-175- 3.21% |
$11.5K - $13.5K
|
5.28K
$444K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-185- 1.81% |
$12.1K - $14.3K
|
10K
$845K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-211- 3.74% |
$13.8K - $16.3K
|
5.44K
$458K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-213- 2.97% |
$13.9K - $16.4K
|
6.95K
$585K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-216- 1.3% |
$14.1K - $16.7K
|
16.4K
$1.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-217- 73.06% |
$14.2K - $16.7K
|
80
$6.73K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-220- 2.87% |
$14.4K - $17K
|
7.44K
$626K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-227- 1.2% |
$14.9K - $17.5K
|
18.6K
$1.57M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-229- 35.61% |
$15K - $17.7K
|
414
$34.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-238- 4.04% |
$15.6K - $18.4K
|
5.65K
$475K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-250- 6.44% |
$16.4K - $19.3K
|
3.63K
$305K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-251- 7.67% |
$16.4K - $19.4K
|
3.02K
$254K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-257- 10.39% |
$16.8K - $19.8K
|
2.22K
$186K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-257- 10.39% |
$16.8K - $19.8K
|
2.22K
$186K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-258- 8.07% |
$16.9K - $19.9K
|
2.94K
$247K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-261- 21.36% |
$17.1K - $20.1K
|
961
$80.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-261- 21.36% |
$17.1K - $20.1K
|
961
$80.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-280- 7.91% |
$18.3K - $21.6K
|
3.26K
$274K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-283- 0.33% |
$18.5K - $21.8K
|
84.6K
$7.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-286- 9.44% |
$18.7K - $22.1K
|
2.74K
$231K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-292- 13.47% |
$19.1K - $22.5K
|
1.88K
$158K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-295- 1.42% |
$19.3K - $22.7K
|
20.4K
$1.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-316- 2.27% |
$20.7K - $24.4K
|
13.6K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-320- 4.77% |
$20.9K - $24.7K
|
6.39K
$538K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-332- 9.38% |
$21.7K - $25.6K
|
3.21K
$270K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-339- 2.03% |
$22.2K - $26.1K
|
16.4K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-339- 3.33% |
$22.2K - $26.1K
|
9.84K
$828K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-340- 8.23% |
$22.3K - $26.2K
|
3.79K
$319K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-346- 43.74% |
$22.6K - $26.7K
|
445
$37.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-355- 34.7% |
$23.2K - $27.4K
|
668
$56.2K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-367- 10.35% |
$24K - $28.3K
|
3.18K
$268K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-374- 3.68% |
$24.5K - $28.8K
|
9.79K
$824K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-389- 6.55% |
$25.5K - $30K
|
5.55K
$467K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-392- 13.39% |
$25.7K - $30.2K
|
2.54K
$213K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-393- 3.36% |
$25.7K - $30.3K
|
11.3K
$951K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-401- 3.94% |
$26.2K - $30.9K
|
9.78K
$823K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-405- 0.37% |
$26.5K - $31.2K
|
109K
$9.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-424- 35.25% |
$27.8K - $32.7K
|
779
$65.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-426- 1.42% |
$27.9K - $32.8K
|
29.5K
$2.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-450- 1.85% |
$29.5K - $34.7K
|
23.9K
$2.01M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-454- 9.55% |
$29.7K - $35K
|
4.3K
$362K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-456- 0.75% |
$29.8K - $35.2K
|
60.1K
$5.06M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-459- 1.27% |
$30K - $35.4K
|
35.6K
$3M
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-464- 14.42% |
$30.4K - $35.8K
|
2.75K
$232K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-497- 20.15% |
$32.5K - $38.3K
|
1.97K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-504- 21.39% |
$33K - $38.9K
|
1.85K
$156K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-540- 2.4% |
$35.3K - $41.6K
|
22K
$1.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-545- 3.35% |
$35.7K - $42K
|
15.7K
$1.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-550- 9.36% |
$36K - $42.4K
|
5.33K
$448K
|