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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-10.4K- 23.46% |
$752K - $878K
|
34.1K
$2.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 1.86% |
$759K - $886K
|
555K
$47M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-10.6K- 13.42% |
$765K - $894K
|
68.6K
$5.81M
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-10.8K- 2.68% |
$775K - $905K
|
391K
$33.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.1K- 18.48% |
$802K - $936K
|
49.1K
$4.16M
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-11.7K- 9.39% |
$842K - $984K
|
113K
$9.56M
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-11.7K- 9.39% |
$842K - $984K
|
113K
$9.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-12.2K- 4.48% |
$875K - $1.02M
|
259K
$21.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-13.6K- 48.27% |
$980K - $1.14M
|
14.6K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-14.1K- 67.79% |
$1.01M - $1.18M
|
6.69K
$567K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.4K- 6.84% |
$1.04M - $1.21M
|
196K
$16.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Management Corp
|
SELL
|
- |
-14.8K- 12.35% |
$1.06M - $1.24M
|
105K
$8.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
SELL
|
- |
-14.8K- 41.16% |
$1.07M - $1.24M
|
21.1K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-16.7K- 79.15% |
$1.2M - $1.4M
|
4.4K
$373K
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-16.8K- 12.18% |
$1.21M - $1.41M
|
121K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-16.8K- 12.18% |
$1.21M - $1.41M
|
121K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-17.4K- 20.27% |
$1.26M - $1.47M
|
68.6K
$5.81M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-19K- 74.13% |
$1.37M - $1.6M
|
6.64K
$563K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.2K- 8.39% |
$1.39M - $1.62M
|
210K
$17.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-21.2K- 10.98% |
$1.53M - $1.78M
|
172K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-22K- 74.36% |
$1.58M - $1.85M
|
7.57K
$641K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-22.6K- 22.62% |
$1.63M - $1.9M
|
77.4K
$6.56M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-22.7K- 0.85% |
$1.63M - $1.91M
|
2.64M
$224M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-27.1K- 53.33% |
$1.95M - $2.28M
|
23.7K
$2.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-27.9K- 27.76% |
$2.01M - $2.34M
|
72.5K
$6.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-28.2K- 63.03% |
$2.03M - $2.37M
|
16.5K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-30.4K- 9.27% |
$2.19M - $2.55M
|
297K
$25.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.1K- 14.15% |
$2.24M - $2.62M
|
189K
$16M
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
SELL
|
- |
-32.1K- 35.33% |
$2.31M - $2.7M
|
58.7K
$4.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-32.8K- 6.14% |
$2.36M - $2.76M
|
501K
$42.4M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-37.9K- 12.03% |
$2.73M - $3.19M
|
277K
$23.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-40.4K- 25.84% |
$2.91M - $3.4M
|
116K
$9.81M
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-41.1K- 13.43% |
$2.96M - $3.46M
|
265K
$22.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-41.5K- 39.81% |
$2.99M - $3.49M
|
62.8K
$5.32M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-42K- 16.65% |
$3.02M - $3.53M
|
210K
$17.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-42.9K- 32.73% |
$3.09M - $3.61M
|
88.2K
$7.47M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-43.9K- 26.94% |
$3.16M - $3.69M
|
119K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-43.9K- 26.94% |
$3.16M - $3.69M
|
119K
$10.1M
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-44.3K- 83.57% |
$3.19M - $3.73M
|
8.71K
$738K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-44.9K- 13.29% |
$3.23M - $3.77M
|
293K
$24.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-44.9K- 79.61% |
$3.23M - $3.78M
|
11.5K
$974K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.6K- 1.83% |
$3.5M - $4.09M
|
2.61M
$221M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-58.3K- 42.53% |
$4.2M - $4.9M
|
78.8K
$6.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-63.8K- 13.08% |
$4.6M - $5.37M
|
424K
$35.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-67.4K- 82.94% |
$4.85M - $5.67M
|
13.9K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-72.9K- 83.94% |
$5.25M - $6.13M
|
13.9K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-88.6K- 4.23% |
$6.38M - $7.45M
|
2.01M
$170M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-95.6K- 26.51% |
$6.88M - $8.04M
|
265K
$22.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-96.7K- 11.02% |
$6.96M - $8.13M
|
781K
$66.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-108K- 80.83% |
$7.75M - $9.05M
|
25.5K
$2.16M
|