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
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
185
+ 5.36%
$13.3K - $15.6K
3.64K $311K
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
171
+ 17100.0%
$12.3K - $14.4K
172 $14.7K
Oct 25, 2023 Q3 2023
Farmers & Merchants Investments Inc

BUY
 -
170
+ 3.92%
$12.2K - $14.3K
4.51K $386K
Nov 06, 2023 Q3 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
169
+ 1.87%
$12.2K - $14.2K
9.19K $787K
Nov 14, 2023 Q3 2023
British Columbia Investment Management Corp

Victoria, A1
BUY
 -
166
+ 0.76%
$12K - $14K
22K $1.88M
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
160
New
$11.5K - $13.5K
160 $13.7K
Oct 10, 2023 Q3 2023
Centennial Wealth Advisory LLC

BUY
 -
153
+ 3.33%
$11K - $12.9K
4.75K $407K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
153
+ 2.25%
$11K - $12.9K
6.95K $595K
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
150
+ 26.64%
$10.8K - $12.6K
713 $61.1K
Nov 09, 2023 Q3 2023
Ellevest, Inc.

BUY
 -
149
+ 3.31%
$10.7K - $12.5K
4.64K $398K
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
138
+ 4.93%
$9.94K - $11.6K
2.94K $251K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
135
+ 1.65%
$9.72K - $11.4K
8.3K $711K
Oct 27, 2023 Q3 2023
Archford Capital Strategies, LLC

BUY
 -
135
+ 1.86%
$9.72K - $11.4K
7.38K $632K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
132
+ 4.16%
$9.5K - $11.1K
3.3K $283K
Nov 13, 2023 Q3 2023
Hancock Whitney Corp

BUY
 -
132
+ 0.54%
$9.5K - $11.1K
24.6K $2.11M
Oct 18, 2023 Q3 2023
Caprock Group, Inc.

BUY
 -
123
+ 3.24%
$8.86K - $10.3K
3.91K $335K
Mar 29, 2024 Q3 2023
Kapitalo Investimentos Ltda

Sao Paulo, D5
BUY
 -
123
New
$8.86K - $10.3K
123 $10.5K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
119
New
$8.57K - $10K
119 $10.2K
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
114
+ 2.03%
$8.21K - $9.59K
5.72K $490K
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
112
New
$8.06K - $9.42K
112 $9.59K
Oct 30, 2023 Q3 2023
Peoples Bank/Ks

Pratt, KS
BUY
 -
110
New
$7.92K - $9.25K
110 $9.42K
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
102
+ 1.11%
$7.34K - $8.58K
9.26K $793K
Nov 09, 2023 Q3 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
100
New
$7.2K - $8.41K
100 $8.57K
Nov 14, 2023 Q3 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
100
+ 0.24%
$7.2K - $8.41K
41.6K $3.56M
Nov 06, 2023 Q3 2023
Am Squared LTD

Hong Kong, K3
BUY
 -
100
+ 33.33%
$7.2K - $8.41K
400 $34.3K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
93
+ 31.42%
$6.7K - $7.82K
389 $33.3K
Nov 06, 2023 Q3 2023
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
89
+ 1.32%
$6.41K - $7.48K
6.82K $584K
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
85
+ 19.32%
$6.12K - $7.15K
525 $45K
Oct 12, 2023 Q3 2023
Heartland Bank & Trust CO

BUY
 -
84
+ 1.49%
$6.05K - $7.06K
5.73K $491K
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
84
+ 3.06%
$6.05K - $7.06K
2.83K $242K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
83
+ 73.45%
$5.98K - $6.98K
196 $16.8K
Jan 09, 2024 Q3 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
76
+ 31.93%
$5.47K - $6.39K
314 $26.9K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
66
+ 4.78%
$4.75K - $5.55K
1.45K $124K
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

BUY
 -
66
+ 2.2%
$4.75K - $5.55K
3.06K $262K
Oct 10, 2023 Q3 2023
Quent Capital, LLC

BUY
 -
65
+ 6.76%
$4.68K - $5.47K
1.03K $87.9K
Jun 14, 2024 Q3 2023
Quent Capital, LLC

BUY
 -
65
+ 6.76%
$4.68K - $5.47K
1.03K $87.9K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
57
+ 4.31%
$4.1K - $4.79K
1.38K $118K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
57
+ 6.03%
$4.1K - $4.79K
1K $85.8K
Oct 19, 2023 Q3 2023
Lion Street Advisors, LLC

BUY
 -
56
+ 0.67%
$4.03K - $4.71K
8.42K $721K
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
54
+ 1.58%
$3.89K - $4.54K
3.47K $298K
Oct 12, 2023 Q3 2023
Northwest Investment Counselors, LLC

BUY
 -
50
New
$3.6K - $4.21K
50 $4.28K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
44
+ 11.96%
$3.17K - $3.7K
412 $35.3K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
43
+ 3.27%
$3.1K - $3.62K
1.36K $116K
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
43
+ 0.81%
$3.1K - $3.62K
5.37K $460K
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
41
+ 1.64%
$2.95K - $3.45K
2.54K $218K
Oct 31, 2023 Q3 2023
180 Wealth Advisors, LLC

BUY
 -
34
+ 0.69%
$2.45K - $2.86K
4.98K $426K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
34
+ 12.27%
$2.45K - $2.86K
311 $26.6K
Oct 13, 2023 Q3 2023
Martin Capital Partners, LLC

BUY
 -
32
+ 0.29%
$2.3K - $2.69K
11.1K $948K
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
32
+ 0.53%
$2.3K - $2.69K
6.05K $518K

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