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 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
84+ 1.52% |
$6.44K - $7.22K
|
5.6K
$433K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
81+ 0.36% |
$6.21K - $6.97K
|
22.5K
$1.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
77+ 0.93% |
$5.9K - $6.62K
|
8.32K
$644K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
77+ 0.87% |
$5.9K - $6.62K
|
8.89K
$688K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
74+ 18.78% |
$5.67K - $6.36K
|
468
$36.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
72+ 2.79% |
$5.52K - $6.19K
|
2.65K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
63+ 4.56% |
$4.83K - $5.42K
|
1.45K
$112K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
58+ 36.48% |
$4.45K - $4.99K
|
217
$16.8K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
57New |
$4.37K - $4.9K
|
57
$4.41K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
55+ 8.42% |
$4.22K - $4.73K
|
708
$54.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
51+ 0.91% |
$3.91K - $4.39K
|
5.67K
$439K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
51New |
$3.91K - $4.39K
|
51
$3.95K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
50+ 0.87% |
$3.83K - $4.3K
|
5.81K
$450K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
47+ 1.25% |
$3.6K - $4.04K
|
3.8K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
45+ 0.57% |
$3.45K - $3.87K
|
7.92K
$613K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
45+ 0.59% |
$3.45K - $3.87K
|
7.69K
$595K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
45+ 4.7% |
$3.45K - $3.87K
|
1K
$77.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
44+ 1.26% |
$3.37K - $3.78K
|
3.53K
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
42+ 1.51% |
$3.22K - $3.61K
|
2.82K
$218K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
41+ 1.22% |
$3.14K - $3.53K
|
3.4K
$263K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40+ 9.9% |
$3.07K - $3.44K
|
444
$34.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
39+ 28.89% |
$2.99K - $3.35K
|
174
$13.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
38+ 0.48% |
$2.91K - $3.27K
|
8.01K
$620K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
38New |
$2.91K - $3.27K
|
38
$2.94K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
36+ 0.67% |
$2.76K - $3.1K
|
5.37K
$416K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
33+ 0.3% |
$2.53K - $2.84K
|
11K
$852K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
29+ 6.4% |
$2.22K - $2.49K
|
482
$37.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 1.8% |
$1.84K - $2.06K
|
1.36K
$105K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
24+ 0.27% |
$1.84K - $2.06K
|
8.78K
$679K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
22+ 20.37% |
$1.69K - $1.89K
|
130
$10.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
20+ 0.72% |
$1.53K - $1.72K
|
2.8K
$217K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
20+ 0.68% |
$1.53K - $1.72K
|
2.98K
$231K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
20New |
$1.53K - $1.72K
|
20
$1.55K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19+ 0.77% |
$1.46K - $1.63K
|
2.49K
$193K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 3.56% |
$1.38K - $1.55K
|
524
$40.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
17+ 2.72% |
$1.3K - $1.46K
|
643
$49.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
15+ 0.24% |
$1.15K - $1.29K
|
6.25K
$484K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 1.95% |
$1.15K - $1.29K
|
786
$60.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
14+ 11.48% |
$1.07K - $1.2K
|
136
$10.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
14+ 0.31% |
$1.07K - $1.2K
|
4.47K
$346K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
12+ 0.24% |
$920 - $1.03K
|
4.95K
$383K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10+ 0.16% |
$767 - $860
|
6.12K
$473K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9+ 0.31% |
$690 - $774
|
2.88K
$223K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8New |
$613 - $688
|
8
$619
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7+ 233.33% |
$537 - $602
|
10
$774
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7+ 0.25% |
$537 - $602
|
2.84K
$219K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 6.09% |
$537 - $602
|
122
$9.44K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
6+ 0.87% |
$460 - $516
|
697
$53.9K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 2.13% |
$460 - $516
|
288
$22.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.65% |
$460 - $516
|
931
$72.1K
|