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 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.5KNew |
$324K - $378K
|
4.5K
$385K
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
4.48KNew |
$322K - $377K
|
4.48K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
4.32K+ 19.03% |
$311K - $363K
|
27K
$2.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.03KNew |
$290K - $339K
|
4.03K
$345K
|
|
|
Nov 07, 2023
Q3 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
3.9KNew |
$281K - $328K
|
3.9K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.68K+ 22.84% |
$265K - $309K
|
19.8K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.4K+ 51.52% |
$245K - $286K
|
10K
$857K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.19K+ 16.33% |
$230K - $269K
|
22.7K
$1.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.19K+ 0.25% |
$230K - $268K
|
1.28M
$110M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.17K+ 7.78% |
$228K - $266K
|
43.9K
$3.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.11K+ 36.58% |
$224K - $262K
|
11.6K
$996K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.08K+ 19.68% |
$222K - $259K
|
18.7K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.04KNew |
$219K - $255K
|
3.04K
$260K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
2.99K+ 3.04% |
$215K - $251K
|
101K
$8.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.99K+ 17.09% |
$215K - $251K
|
20.5K
$1.75M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.89KNew |
$208K - $243K
|
2.89K
$248K
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.86K+ 48.43% |
$206K - $240K
|
8.76K
$750K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.86K+ 16.58% |
$206K - $240K
|
20.1K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.85KNew |
$205K - $240K
|
2.85K
$244K
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
2.84KNew |
$205K - $239K
|
2.84K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.83KNew |
$203K - $238K
|
2.83K
$242K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.8K+ 505.42% |
$202K - $235K
|
3.35K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.78K+ 185.39% |
$200K - $234K
|
4.28K
$366K
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.77K+ 5.37% |
$199K - $233K
|
54.4K
$4.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.55K+ 86.66% |
$183K - $214K
|
5.49K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2.47K+ 12.28% |
$178K - $208K
|
22.6K
$1.93M
|
|
|
Nov 22, 2023
Q3 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
2.36K+ 4.57% |
$170K - $199K
|
54.1K
$4.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 16.07% |
$165K - $193K
|
16.5K
$1.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.28K+ 60.16% |
$164K - $192K
|
6.07K
$520K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.28K+ 69.62% |
$164K - $192K
|
5.55K
$475K
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.13K+ 2.94% |
$154K - $179K
|
74.6K
$6.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
2.09KNew |
$151K - $176K
|
2.09K
$179K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.91K+ 2.79% |
$137K - $161K
|
70.4K
$6.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.89K+ 2.86% |
$136K - $159K
|
67.9K
$5.82M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.8KNew |
$129K - $151K
|
1.8K
$154K
|
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
BUY
|
- |
1.72K+ 12.33% |
$124K - $145K
|
15.7K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.69K+ 13.57% |
$122K - $142K
|
14.2K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.46K+ 25.38% |
$105K - $122K
|
7.19K
$616K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.37K+ 0.35% |
$98.6K - $115K
|
396K
$33.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.34K+ 7.23% |
$96.8K - $113K
|
19.9K
$1.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.34K+ 1.35% |
$96.4K - $113K
|
101K
$8.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.32K+ 18.62% |
$95.3K - $111K
|
8.43K
$722K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
1.29KNew |
$93K - $109K
|
1.29K
$111K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.27K+ 30.57% |
$91.2K - $107K
|
5.41K
$464K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.16K+ 5.61% |
$83.8K - $97.9K
|
21.9K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.16K+ 4.87% |
$83.2K - $97.2K
|
24.9K
$2.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1.15K+ 3.44% |
$82.6K - $96.5K
|
34.5K
$2.95M
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
1.14K+ 6.64% |
$82.3K - $96.1K
|
18.4K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.09KNew |
$78.5K - $91.7K
|
1.09K
$93.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.07K+ 4.02% |
$76.8K - $89.7K
|
27.6K
$2.36M
|