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 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-51- 0.51% |
$3.91K - $4.39K
|
9.86K
$692K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-55- 5.52% |
$4.22K - $4.73K
|
942
$66.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-57- 2.07% |
$4.37K - $4.9K
|
2.7K
$190K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-58- 1.05% |
$4.45K - $4.99K
|
5.45K
$383K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-58- 2.22% |
$4.45K - $4.99K
|
2.55K
$179K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-59- 1.57% |
$4.52K - $5.07K
|
3.7K
$260K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-62- 1.39% |
$4.75K - $5.33K
|
4.41K
$309K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-74- 1.16% |
$5.67K - $6.36K
|
6.29K
$442K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-77- 13.9% |
$5.9K - $6.62K
|
477
$33.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-79- 1.41% |
$6.06K - $6.79K
|
5.53K
$388K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-81- 2.18% |
$6.21K - $6.97K
|
3.63K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-86Closed |
$6.59K - $7.4K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-97- 1.39% |
$7.44K - $8.34K
|
6.86K
$482K
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-113- 3.85% |
$8.66K - $9.72K
|
2.82K
$198K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-116- 1.57% |
$8.89K - $9.98K
|
7.26K
$510K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-118- 4.11% |
$9.05K - $10.1K
|
2.75K
$193K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-118- 2.12% |
$9.05K - $10.1K
|
5.44K
$382K
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-118- 0.69% |
$9.05K - $10.1K
|
16.9K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-124- 0.64% |
$9.51K - $10.7K
|
19.3K
$1.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-124- 2.78% |
$9.51K - $10.7K
|
4.33K
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-127- 3.89% |
$9.74K - $10.9K
|
3.14K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-132- 3.22% |
$10.1K - $11.4K
|
3.97K
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-150- 9.49% |
$11.5K - $12.9K
|
1.43K
$100K
|
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-150- 13.04% |
$11.5K - $12.9K
|
1K
$70.3K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-156- 5.69% |
$12K - $13.4K
|
2.59K
$182K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-157- 0.51% |
$12K - $13.5K
|
30.4K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-158- 0.35% |
$12.1K - $13.6K
|
44.5K
$3.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-170- 7.45% |
$13K - $14.6K
|
2.11K
$148K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-172- 2.3% |
$13.2K - $14.8K
|
7.32K
$514K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-181- 5.55% |
$13.9K - $15.6K
|
3.08K
$216K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-194- 2.56% |
$14.9K - $16.7K
|
7.39K
$519K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-196- 27.26% |
$15K - $16.9K
|
523
$36.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-200- 5.36% |
$15.3K - $17.2K
|
3.53K
$248K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-222- 99.55% |
$17K - $19.1K
|
1
$70.3
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-245- 0.73% |
$18.8K - $21.1K
|
33.3K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-275- 5.08% |
$21.1K - $23.7K
|
5.14K
$361K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-279- 4.03% |
$21.4K - $24K
|
6.64K
$466K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-283- 3.91% |
$21.7K - $24.3K
|
6.96K
$489K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-284- 3.73% |
$21.8K - $24.4K
|
7.33K
$515K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-287- 55.62% |
$22K - $24.7K
|
229
$16.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-292- 2.66% |
$22.4K - $25.1K
|
10.7K
$751K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 1.6% |
$23K - $25.8K
|
18.5K
$1.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-300- 27.73% |
$23K - $25.8K
|
782
$54.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-307- 4.41% |
$23.5K - $26.4K
|
6.65K
$467K
|
|
|
Aug 12, 2024
Q2 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-322- 1.52% |
$24.7K - $27.7K
|
20.9K
$1.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-323- 1.34% |
$24.8K - $27.8K
|
23.8K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-332- 2.76% |
$25.5K - $28.6K
|
11.7K
$823K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-335- 8.5% |
$25.7K - $28.8K
|
3.61K
$253K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-340- 0.77% |
$26.1K - $29.2K
|
44.1K
$3.1M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-351- 8.39% |
$26.9K - $30.2K
|
3.83K
$269K
|