Purchases and Sales Made in Q3 2023 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.43K- 9.9% |
$175K - $204K
|
22.1K
$1.86M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.54KClosed |
$183K - $214K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.67K- 2.03% |
$192K - $224K
|
129K
$10.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.67K- 14.33% |
$192K - $224K
|
16K
$1.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-2.71K- 20.85% |
$195K - $228K
|
10.3K
$868K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.74K- 16.77% |
$197K - $231K
|
13.6K
$1.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.82K- 2.96% |
$203K - $237K
|
92.3K
$7.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.94K- 26.06% |
$212K - $248K
|
8.35K
$705K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.95K- 3.52% |
$212K - $248K
|
80.8K
$6.81M
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.95K- 3.52% |
$212K - $248K
|
80.8K
$6.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.98K- 9.35% |
$215K - $251K
|
28.9K
$2.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3K- 15.32% |
$216K - $252K
|
16.6K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.07K- 14.83% |
$221K - $258K
|
17.6K
$1.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.14K- 17.59% |
$226K - $264K
|
14.7K
$1.24M
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3.28K- 28.13% |
$236K - $276K
|
8.37K
$706K
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-3.35K- 14.36% |
$241K - $281K
|
19.9K
$1.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-3.4K- 59.86% |
$245K - $286K
|
2.28K
$192K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.49K- 4.62% |
$251K - $293K
|
72K
$6.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-3.59K- 15.37% |
$258K - $302K
|
19.8K
$1.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.62K- 24.52% |
$261K - $304K
|
11.1K
$940K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.64K- 6.17% |
$262K - $306K
|
55.4K
$4.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.81K- 17.3% |
$274K - $320K
|
18.2K
$1.53M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.83K- 45.1% |
$276K - $322K
|
4.66K
$393K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.84K- 11.49% |
$276K - $323K
|
29.5K
$2.49M
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
SELL
|
- |
-4.34K- 64.02% |
$312K - $365K
|
2.44K
$206K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.72K- 24.07% |
$340K - $397K
|
14.9K
$1.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-4.81K- 10.97% |
$346K - $404K
|
39K
$3.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-4.83K- 33.35% |
$348K - $406K
|
9.65K
$814K
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.89K- 3.76% |
$352K - $411K
|
125K
$10.5M
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.04K- 3.72% |
$363K - $424K
|
131K
$11M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5.3K- 36.17% |
$382K - $446K
|
9.36K
$789K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-5.41K- 33.09% |
$389K - $455K
|
10.9K
$923K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.42K- 2.7% |
$390K - $456K
|
195K
$16.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-5.43K- 3.26% |
$391K - $456K
|
161K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.5K- 20.1% |
$396K - $462K
|
21.8K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-5.55K- 1.82% |
$399K - $466K
|
299K
$25.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-6.27K- 5.47% |
$451K - $527K
|
108K
$9.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-6.3K- 17.38% |
$454K - $530K
|
29.9K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.44K- 2.92% |
$464K - $541K
|
214K
$18.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-6.76K- 27.71% |
$487K - $568K
|
17.6K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-8.04K- 3.2% |
$579K - $677K
|
243K
$20.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-8.09K- 51.16% |
$582K - $680K
|
7.72K
$651K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-8.36K- 28.1% |
$602K - $703K
|
21.4K
$1.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-8.36K- 1.24% |
$602K - $703K
|
669K
$56.4M
|
|
|
Nov 14, 2023
Q3 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-9.03K- 2.22% |
$650K - $759K
|
398K
$33.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-9.38K- 0.78% |
$675K - $789K
|
1.19M
$101M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-9.61K- 6.46% |
$692K - $808K
|
139K
$11.7M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-9.83K- 10.82% |
$708K - $827K
|
81.1K
$6.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.95K- 8.0% |
$716K - $836K
|
114K
$9.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-10.3K- 33.89% |
$741K - $866K
|
20.1K
$1.69M
|