Purchases and Sales Made in Q2 2024 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q2 2024. 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 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.05K+ 20.32% |
$80.6K - $90.4K
|
6.22K
$508K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.03K+ 12.02% |
$79.2K - $88.8K
|
9.63K
$786K
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.02K+ 3.71% |
$78K - $87.5K
|
28.4K
$2.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
988+ 158.84% |
$75.7K - $85K
|
1.61K
$131K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
962+ 3.96% |
$73.7K - $82.7K
|
25.2K
$2.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
907+ 2.75% |
$69.5K - $78K
|
33.8K
$2.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
894+ 16.62% |
$68.5K - $76.9K
|
6.27K
$512K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
876+ 27.64% |
$67.2K - $75.3K
|
4.05K
$330K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
830+ 17.61% |
$63.6K - $71.4K
|
5.54K
$453K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
817+ 2475.76% |
$62.6K - $70.3K
|
850
$69.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
777+ 298.85% |
$59.6K - $66.8K
|
1.04K
$84.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
763+ 7.25% |
$58.5K - $65.6K
|
11.3K
$922K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
756+ 1.26% |
$58K - $65K
|
60.7K
$4.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
755+ 28.6% |
$57.9K - $64.9K
|
3.4K
$277K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
719+ 0.36% |
$55.1K - $61.8K
|
202K
$16.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
718+ 0.84% |
$55K - $61.8K
|
86.4K
$7.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
710+ 3.15% |
$54.4K - $61.1K
|
23.2K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
664+ 0.38% |
$50.9K - $57.1K
|
178K
$14.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
659+ 1.92% |
$50.5K - $56.7K
|
35K
$2.86M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
659+ 1.92% |
$50.5K - $56.7K
|
35K
$2.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
656+ 45.43% |
$50.3K - $56.4K
|
2.1K
$171K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
655+ 4.31% |
$50.2K - $56.3K
|
15.9K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
626+ 10.79% |
$48K - $53.8K
|
6.43K
$525K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
606+ 334.81% |
$46.5K - $52.1K
|
787
$64.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
599+ 1.04% |
$45.9K - $51.5K
|
57.9K
$4.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
569+ 6.92% |
$43.6K - $48.9K
|
8.79K
$718K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
549New |
$42.1K - $47.2K
|
549
$44.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
532+ 3.02% |
$40.8K - $45.8K
|
18.1K
$1.48M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
522+ 8.37% |
$40K - $44.9K
|
6.76K
$552K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
504+ 2.75% |
$38.6K - $43.3K
|
18.8K
$1.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
496+ 1.88% |
$38K - $42.7K
|
26.8K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
490New |
$37.6K - $42.1K
|
490
$40K
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
450+ 7.49% |
$34.5K - $38.7K
|
6.46K
$528K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
422+ 5.07% |
$32.4K - $36.3K
|
8.74K
$714K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
419New |
$32.1K - $36K
|
419
$34.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
401+ 1.74% |
$30.7K - $34.5K
|
23.4K
$1.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
399+ 7.82% |
$30.6K - $34.3K
|
5.5K
$449K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
396+ 151.15% |
$30.4K - $34.1K
|
658
$53.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
385+ 3.72% |
$29.5K - $33.1K
|
10.7K
$876K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
384+ 12.09% |
$29.4K - $33K
|
3.56K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
366+ 1.36% |
$28.1K - $31.5K
|
27.4K
$2.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
366+ 14.65% |
$28.1K - $31.5K
|
2.86K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
356New |
$27.3K - $30.6K
|
356
$29.1K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
346+ 4.21% |
$26.5K - $29.8K
|
8.56K
$699K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
344+ 12.95% |
$26.4K - $29.6K
|
3K
$245K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
325New |
$24.9K - $28K
|
325
$26.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
319+ 47.61% |
$24.5K - $27.4K
|
989
$80.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
302+ 17.53% |
$23.2K - $26K
|
2.03K
$165K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
297+ 6.38% |
$22.8K - $25.5K
|
4.95K
$404K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
294+ 13.36% |
$22.5K - $25.3K
|
2.49K
$204K
|