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 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-214- 4.55% |
$15.4K - $18K
|
4.49K
$379K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-219- 14.92% |
$15.8K - $18.4K
|
1.25K
$105K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-223- 12.04% |
$16.1K - $18.8K
|
1.63K
$137K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-227- 3.68% |
$16.3K - $19.1K
|
5.95K
$502K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-232- 1.14% |
$16.7K - $19.5K
|
20.1K
$1.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-237- 65.83% |
$17.1K - $19.9K
|
123
$10.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-265- 2.63% |
$19.1K - $22.3K
|
9.8K
$827K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-270- 2.09% |
$19.4K - $22.7K
|
12.6K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-290- 8.93% |
$20.9K - $24.4K
|
2.96K
$250K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-293- 42.84% |
$21.1K - $24.6K
|
391
$33K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-293- 44.06% |
$21.1K - $24.6K
|
372
$31.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-293- 8.4% |
$21.1K - $24.6K
|
3.19K
$269K
|
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-302- 7.46% |
$21.7K - $25.4K
|
3.75K
$316K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-309- 3.08% |
$22.2K - $26K
|
9.72K
$820K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-315- 5.86% |
$22.7K - $26.5K
|
5.06K
$427K
|
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
SELL
|
- |
-315- 2.32% |
$22.7K - $26.5K
|
13.2K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-321- 5.97% |
$23.1K - $27K
|
5.06K
$427K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-338- 1.86% |
$24.3K - $28.4K
|
17.8K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-340- 15.34% |
$24.5K - $28.6K
|
1.88K
$158K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-340- 15.34% |
$24.5K - $28.6K
|
1.88K
$158K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-340- 2.77% |
$24.5K - $28.6K
|
11.9K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-350- 1.95% |
$25.2K - $29.4K
|
17.6K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-361- 6.5% |
$26K - $30.4K
|
5.19K
$438K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-392- 9.31% |
$28.2K - $33K
|
3.82K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-393- 7.26% |
$28.3K - $33.1K
|
5.02K
$423K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-413- 0.69% |
$29.7K - $34.7K
|
59.7K
$5.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-415- 53.27% |
$29.9K - $34.9K
|
364
$30.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-418- 6.04% |
$30.1K - $35.2K
|
6.5K
$548K
|
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-424- 0.65% |
$30.5K - $35.7K
|
64.9K
$5.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-450- 7.54% |
$32.4K - $37.8K
|
5.52K
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-452- 11.34% |
$32.5K - $38K
|
3.54K
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-458- 0.43% |
$33K - $38.5K
|
105K
$8.86M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-510- 5.08% |
$36.7K - $42.9K
|
9.53K
$804K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-537- 44.68% |
$38.7K - $45.2K
|
665
$56.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-551- 8.78% |
$39.7K - $46.3K
|
5.73K
$483K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-563- 1.54% |
$40.5K - $47.3K
|
36.1K
$3.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-584- 4.3% |
$42K - $49.1K
|
13K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-592- 4.72% |
$42.6K - $49.8K
|
12K
$1.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-622- 1.47% |
$44.8K - $52.3K
|
41.8K
$3.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-625- 13.12% |
$45K - $52.6K
|
4.14K
$349K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-638- 6.49% |
$45.9K - $53.7K
|
9.2K
$776K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-656- 8.79% |
$47.2K - $55.2K
|
6.81K
$575K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-669- 11.95% |
$48.2K - $56.3K
|
4.93K
$416K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-672- 15.97% |
$48.4K - $56.5K
|
3.54K
$298K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-681- 52.75% |
$49K - $57.3K
|
610
$51.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-683- 1.65% |
$49.2K - $57.4K
|
40.6K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-684- 0.16% |
$49.2K - $57.5K
|
420K
$35.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-700- 7.49% |
$50.4K - $58.9K
|
8.65K
$730K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-718- 2.02% |
$51.7K - $60.4K
|
34.9K
$2.94M
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-800- 6.71% |
$57.6K - $67.3K
|
11.1K
$939K
|