Purchases and Sales Made in Q3 2023 in Principal Financial Group Inc (PFG)

PFG Quotes by TradingView

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 25, 2023 Q3 2023
Mackenzie Financial Corp

Toronto Ontario, A6
BUY
 -
978
+ 3.17%
$70.4K - $82.2K
31.8K $2.68M
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
933
+ 6.23%
$67.2K - $78.5K
15.9K $1.34M
Nov 14, 2023 Q3 2023
Uss Investment Management LTD

BUY
 -
873
+ 1.36%
$62.9K - $73.4K
65.1K $5.48M
Nov 08, 2023 Q3 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
865
+ 3.62%
$62.3K - $72.7K
24.8K $2.08M
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
830
+ 2.44%
$59.8K - $69.8K
34.9K $2.93M
Nov 14, 2023 Q3 2023
Nissay Asset Management Corp

Tokyo, M0
BUY
 -
816
+ 3.17%
$58.8K - $68.6K
26.6K $2.24M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
789
+ 21.95%
$56.8K - $66.4K
4.38K $369K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
759
+ 5.01%
$54.6K - $63.8K
15.9K $1.34M
Nov 01, 2023 Q3 2023
New Mexico Educational Retirement Board

BUY
 -
700
+ 6.33%
$50.4K - $58.9K
11.8K $989K
Nov 02, 2023 Q3 2023
Tokio Marine Asset Management CO LTD

Tokyo, M0
BUY
 -
695
+ 13.26%
$50K - $58.4K
5.94K $500K
Nov 13, 2023 Q3 2023
Meiji Yasuda Asset Management CO Ltd.

Tokyo, M0
BUY
 -
690
+ 10.8%
$49.7K - $58K
7.08K $596K
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
628
New
$45.2K - $52.8K
628 $52.8K
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
609
New
$43.8K - $51.2K
609 $51.2K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
602
+ 4.42%
$43.3K - $50.6K
14.2K $1.2M
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
600
+ 24.9%
$43.2K - $50.5K
3.01K $253K
Oct 18, 2023 Q3 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
597
+ 3.65%
$43K - $50.2K
17K $1.43M
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
569
New
$41K - $47.9K
569 $47.9K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
569
+ 10.5%
$41K - $47.9K
5.99K $504K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
559
+ 8.04%
$40.2K - $47K
7.51K $632K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
551
+ 5.63%
$39.7K - $46.3K
10.3K $870K
Oct 24, 2023 Q3 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
528
+ 5.35%
$38K - $44.4K
10.4K $874K
Oct 05, 2023 Q3 2023
Unison Advisors LLC

BUY
 -
469
+ 0.84%
$33.8K - $39.4K
56.1K $4.72M
Oct 27, 2023 Q3 2023
Foster Group, Inc.

BUY
 -
459
+ 3.83%
$33K - $38.6K
12.4K $1.05M
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
458
New
$33K - $38.5K
458 $38.5K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
451
+ 8.29%
$32.5K - $37.9K
5.89K $496K
Nov 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
445
+ 2.4%
$32K - $37.4K
19K $1.6M
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
422
+ 44.19%
$30.4K - $35.5K
1.38K $116K
Oct 23, 2023 Q3 2023
Xponance, Inc.

BUY
 -
420
+ 1.35%
$30.2K - $35.3K
31.6K $2.66M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
417
+ 88.72%
$30K - $35.1K
887 $74.6K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
400
+ 44.3%
$28.8K - $33.6K
1.3K $110K
Nov 13, 2023 Q3 2023
Treasurer Of The State Of North Carolina

BUY
 -
390
+ 0.36%
$28.1K - $32.8K
109K $9.19M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
376
+ 0.44%
$27.1K - $31.6K
85.5K $7.2M
Nov 13, 2023 Q3 2023
Pacer Advisors, Inc.

Malvern, PA
BUY
 -
346
+ 2.47%
$24.9K - $29.1K
14.3K $1.21M
Nov 14, 2023 Q3 2023
Elo Mutual Pension Insurance CO

BUY
 -
296
+ 1.48%
$21.3K - $24.9K
20.4K $1.71M
Oct 25, 2023 Q3 2023
Wespac Advisors, LLC

BUY
 -
290
+ 8.73%
$20.9K - $24.4K
3.61K $304K
Nov 08, 2023 Q3 2023
Crossmark Global Holdings, Inc.

BUY
 -
260
+ 1.65%
$18.7K - $21.9K
16K $1.35M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
259
+ 1.85%
$18.6K - $21.8K
14.3K $1.2M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
254
+ 2.69%
$18.3K - $21.4K
9.71K $817K
Nov 09, 2023 Q3 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
252
+ 9.51%
$18.1K - $21.2K
2.9K $244K
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

BUY
 -
250
+ 81.7%
$18K - $21K
556 $46.8K
Nov 14, 2023 Q3 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
239
+ 8.13%
$17.2K - $20.1K
3.18K $268K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
226
+ 143.04%
$16.3K - $19K
384 $32.3K
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
205
+ 5.46%
$14.8K - $17.2K
3.96K $333K
Oct 19, 2023 Q3 2023
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
196
+ 6.57%
$14.1K - $16.5K
3.18K $267K
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
194
+ 2.99%
$14K - $16.3K
6.69K $563K
Nov 14, 2023 Q3 2023
Double Line ETF Adviser LP

Tampa, FL
BUY
 -
191
+ 5.91%
$13.8K - $16.1K
3.42K $288K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
191
+ 18.84%
$13.8K - $16.1K
1.21K $101K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
190
New
$13.7K - $16K
190 $16K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
187
New
$13.5K - $15.7K
187 $15.7K

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