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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.65% |
$460 - $516
|
931
$77.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
6+ 0.87% |
$460 - $516
|
697
$58K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6+ 54.55% |
$460 - $516
|
17
$1.42K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5+ 0.05% |
$383 - $430
|
10.7K
$894K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
5+ 1.33% |
$383 - $430
|
381
$31.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 17.24% |
$383 - $430
|
34
$2.83K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 16.67% |
$383 - $430
|
35
$2.91K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.18% |
$383 - $430
|
2.78K
$232K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.33% |
$307 - $344
|
1.22K
$101K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.58% |
$307 - $344
|
688
$57.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.31% |
$307 - $344
|
1.28K
$107K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 0.66% |
$307 - $344
|
606
$50.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
3+ 0.08% |
$230 - $258
|
3.82K
$318K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3+ 0.19% |
$230 - $258
|
1.58K
$131K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3New |
$230 - $258
|
3
$250
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.15% |
$230 - $258
|
2.03K
$169K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3+ 0.1% |
$230 - $258
|
3.16K
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.03% |
$153 - $172
|
6.26K
$521K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2+ 0.01% |
$153 - $172
|
34.6K
$2.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.69% |
$76.7 - $86
|
146
$12.2K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1+ 0.92% |
$76.7 - $86
|
110
$9.16K
|
|
|
Jul 25, 2024
Q2 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
1+ 0.01% |
$76.7 - $86
|
7.53K
$627K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1- 50.0% |
$76.7 - $86
|
1
$83.3
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.17% |
$76.7 - $86
|
592
$49.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2- -0.0% |
$153 - $172
|
87.2K
$7.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 0.33% |
$230 - $258
|
903
$75.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5- 0.02% |
$383 - $430
|
32.3K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6- 42.86% |
$460 - $516
|
8
$666
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-6- 0.12% |
$460 - $516
|
4.96K
$413K
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-7- 0.1% |
$537 - $602
|
7.21K
$600K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-8- 4.85% |
$613 - $688
|
157
$13.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8- 18.6% |
$613 - $688
|
35
$2.91K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9- 0.09% |
$690 - $774
|
10.1K
$840K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-14- 0.44% |
$1.07K - $1.2K
|
3.13K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-16- 13.22% |
$1.23K - $1.38K
|
105
$8.74K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-16- 0.14% |
$1.23K - $1.38K
|
11.1K
$925K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-18- 0.48% |
$1.38K - $1.55K
|
3.77K
$313K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-23- 0.27% |
$1.76K - $1.98K
|
8.39K
$698K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-24- 16.44% |
$1.84K - $2.06K
|
122
$10.2K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-31- 1.26% |
$2.38K - $2.67K
|
2.43K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-34- 0.03% |
$2.61K - $2.92K
|
104K
$8.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-35- 0.33% |
$2.68K - $3.01K
|
10.7K
$891K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-40- 0.79% |
$3.07K - $3.44K
|
5.02K
$418K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-48- 0.91% |
$3.68K - $4.13K
|
5.25K
$437K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-51- 0.51% |
$3.91K - $4.39K
|
9.86K
$821K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-51- 2.91% |
$3.91K - $4.39K
|
1.7K
$141K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-55- 5.52% |
$4.22K - $4.73K
|
942
$78.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-57- 2.07% |
$4.37K - $4.9K
|
2.7K
$225K
|