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
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-558- 0.73% |
$36.5K - $43K
|
75.5K
$6.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-567- 1.75% |
$37.1K - $43.7K
|
31.9K
$2.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-608- 60.56% |
$39.8K - $46.9K
|
396
$33.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-630- 3.39% |
$41.2K - $48.6K
|
17.9K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-641- 7.03% |
$42K - $49.4K
|
8.48K
$727K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-642- 56.51% |
$42K - $49.5K
|
494
$42.4K
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-643- 4.9% |
$42.1K - $49.6K
|
12.5K
$1.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-647- 74.63% |
$42.4K - $49.9K
|
220
$18.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-695- 0.82% |
$45.5K - $53.6K
|
84K
$7.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-695- 18.28% |
$45.5K - $53.6K
|
3.11K
$266K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-696- 13.13% |
$45.6K - $53.7K
|
4.6K
$395K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-731- 2.14% |
$47.9K - $56.4K
|
33.4K
$2.86M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-748- 3.68% |
$49K - $57.7K
|
19.6K
$1.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-759- 0.58% |
$49.7K - $58.5K
|
131K
$11.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-773- 1.28% |
$50.6K - $59.6K
|
59.4K
$5.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-793- 4.12% |
$51.9K - $61.1K
|
18.5K
$1.58M
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 5.41% |
$52.4K - $61.7K
|
14K
$1.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-800- 78.66% |
$52.4K - $61.7K
|
217
$18.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-820- 6.41% |
$53.7K - $63.2K
|
12K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-880- 8.23% |
$57.6K - $67.9K
|
9.81K
$841K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-899- 3.94% |
$58.8K - $69.3K
|
21.9K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-900- 8.78% |
$58.9K - $69.4K
|
9.35K
$801K
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-900- 7.01% |
$58.9K - $69.4K
|
11.9K
$1.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-985- 18.95% |
$64.5K - $76K
|
4.21K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.05K- 2.43% |
$68.5K - $80.7K
|
42K
$3.6M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.06K- 17.19% |
$69.1K - $81.4K
|
5.08K
$436K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-1.07K- 16.82% |
$70.3K - $82.8K
|
5.31K
$455K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.09K- 4.07% |
$71.6K - $84.4K
|
25.8K
$2.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.18K- 13.63% |
$77.1K - $90.8K
|
7.47K
$640K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.21K- 15.13% |
$79.5K - $93.6K
|
6.81K
$584K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 19.89% |
$80.4K - $94.7K
|
4.95K
$424K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.28K- 3.51% |
$83.9K - $98.8K
|
35.3K
$3.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.3K- 1.29% |
$84.8K - $99.9K
|
99.4K
$8.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.3K- 17.43% |
$85.4K - $101K
|
6.18K
$529K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.33K- 13.91% |
$86.9K - $102K
|
8.22K
$704K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-1.37K- 1.32% |
$89.5K - $105K
|
102K
$8.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.4K- 16.01% |
$91.6K - $108K
|
7.34K
$630K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.4K- 2.38% |
$91.9K - $108K
|
57.6K
$4.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-1.41K- 5.86% |
$92.6K - $109K
|
22.7K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.45K- 1.7% |
$94.7K - $112K
|
83.7K
$7.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.49K- 20.29% |
$97.3K - $115K
|
5.84K
$501K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.5K- 6.79% |
$98.3K - $116K
|
20.6K
$1.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
SELL
|
- |
-1.51K- 61.94% |
$98.6K - $116K
|
926
$79.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-1.52K- 17.57% |
$99.6K - $117K
|
7.14K
$612K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.52K- 11.04% |
$99.7K - $117K
|
12.3K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.54K- 27.04% |
$101K - $118K
|
4.15K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.6K- 3.71% |
$105K - $123K
|
41.5K
$3.56M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.69K- 16.6% |
$111K - $130K
|
8.49K
$728K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.7K- 25.29% |
$111K - $131K
|
5.01K
$430K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.71K- 2.71% |
$112K - $132K
|
61.4K
$5.26M
|