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 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
276+ 1971.43% |
$21.2K - $23.7K
|
290
$22.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
274+ 3.65% |
$21K - $23.6K
|
7.78K
$602K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
266+ 25.36% |
$20.4K - $22.9K
|
1.32K
$102K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
264+ 7.12% |
$20.2K - $22.7K
|
3.97K
$308K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
260+ 3.97% |
$19.9K - $22.4K
|
6.81K
$527K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
251+ 8.99% |
$19.2K - $21.6K
|
3.04K
$236K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
250+ 9.9% |
$19.2K - $21.5K
|
2.78K
$215K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
247+ 4.76% |
$18.9K - $21.2K
|
5.44K
$421K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
239+ 28.62% |
$18.3K - $20.6K
|
1.07K
$83.1K
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
234+ 4.45% |
$17.9K - $20.1K
|
5.5K
$425K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
231+ 10.91% |
$17.7K - $19.9K
|
2.35K
$182K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
219+ 55.58% |
$16.8K - $18.8K
|
613
$47.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
218+ 11.27% |
$16.7K - $18.8K
|
2.15K
$167K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
212+ 471.11% |
$16.3K - $18.2K
|
257
$19.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
210+ 1.69% |
$16.1K - $18.1K
|
12.6K
$977K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
197+ 0.12% |
$15.1K - $16.9K
|
164K
$12.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
196New |
$15K - $16.9K
|
196
$15.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
186+ 7.39% |
$14.3K - $16K
|
2.7K
$209K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
185+ 7.4% |
$14.2K - $15.9K
|
2.69K
$208K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
184+ 1.3% |
$14.1K - $15.8K
|
14.4K
$1.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
180New |
$13.8K - $15.5K
|
180
$13.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
176New |
$13.5K - $15.1K
|
176
$13.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
174+ 4.69% |
$13.3K - $15K
|
3.88K
$300K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
173+ 116.89% |
$13.3K - $14.9K
|
321
$24.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
173+ 3.35% |
$13.3K - $14.9K
|
5.33K
$413K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
173+ 3.35% |
$13.3K - $14.9K
|
5.33K
$413K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
165+ 2.39% |
$12.6K - $14.2K
|
7.07K
$547K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
163+ 5.14% |
$12.5K - $14K
|
3.33K
$258K
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
161+ 1.41% |
$12.3K - $13.8K
|
11.5K
$894K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
161+ 3.71% |
$12.3K - $13.8K
|
4.5K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
155+ 5.89% |
$11.9K - $13.3K
|
2.79K
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
146+ 4.95% |
$11.2K - $12.6K
|
3.1K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
145+ 2.67% |
$11.1K - $12.5K
|
5.58K
$431K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
143+ 18.17% |
$11K - $12.3K
|
930
$72K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
140+ 5.57% |
$10.7K - $12K
|
2.65K
$205K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
138+ 4.99% |
$10.6K - $11.9K
|
2.91K
$225K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
136New |
$10.4K - $11.7K
|
136
$10.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
135+ 2.18% |
$10.3K - $11.6K
|
6.33K
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
132+ 6.43% |
$10.1K - $11.4K
|
2.19K
$169K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
123New |
$9.43K - $10.6K
|
123
$9.52K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
117New |
$8.97K - $10.1K
|
117
$9.05K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
115+ 50.88% |
$8.82K - $9.89K
|
341
$26.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
108+ 2.2% |
$8.28K - $9.29K
|
5.01K
$388K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
107+ 8.27% |
$8.2K - $9.2K
|
1.4K
$108K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100+ 18.32% |
$7.67K - $8.6K
|
646
$50K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
100New |
$7.67K - $8.6K
|
100
$7.74K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
99+ 4.03% |
$7.59K - $8.51K
|
2.56K
$198K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
98+ 2.83% |
$7.51K - $8.43K
|
3.56K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
96+ 2.75% |
$7.36K - $8.26K
|
3.58K
$277K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
87+ 1.08% |
$6.67K - $7.48K
|
8.16K
$632K
|