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
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-821- 14.78% |
$59.1K - $69K
|
4.73K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-879- 3.28% |
$63.3K - $73.9K
|
25.9K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1K- 2.53% |
$72K - $84.1K
|
38.5K
$3.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.03K- 3.18% |
$73.8K - $86.2K
|
31.2K
$2.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.04K- 2.02% |
$74.5K - $87K
|
50.3K
$4.23M
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.04K- 0.36% |
$74.9K - $87.5K
|
288K
$24.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.05K- 3.1% |
$75.7K - $88.5K
|
32.9K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.07K- 18.06% |
$76.9K - $89.8K
|
4.85K
$408K
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.1K- 18.64% |
$78.8K - $92.1K
|
4.78K
$402K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.23K- 26.63% |
$88.3K - $103K
|
3.38K
$284K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.23K- 3.59% |
$88.3K - $103K
|
33K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.23K- 17.15% |
$88.3K - $103K
|
5.92K
$498K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-1.23K- 11.34% |
$88.8K - $104K
|
9.64K
$811K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-1.25K- 5.69% |
$89.8K - $105K
|
20.7K
$1.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-1.25K- 12.26% |
$89.9K - $105K
|
8.93K
$751K
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.28K- 1.2% |
$92.2K - $108K
|
105K
$8.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.29K- 2.1% |
$92.7K - $108K
|
60.1K
$5.06M
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.29K- 2.07% |
$92.9K - $108K
|
61.1K
$5.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-1.3K- 1.37% |
$93.7K - $109K
|
93.8K
$7.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.33K- 9.33% |
$95.7K - $112K
|
12.9K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.35K- 4.16% |
$97.4K - $114K
|
31.1K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.37K- 6.69% |
$98.4K - $115K
|
19.1K
$1.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.37K- 0.79% |
$98.4K - $115K
|
172K
$14.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-1.38K- 11.21% |
$99K - $116K
|
10.9K
$917K
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.42K- 0.91% |
$102K - $119K
|
155K
$13M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.46K- 3.02% |
$105K - $123K
|
47K
$3.96M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.5K- 15.32% |
$108K - $126K
|
8.29K
$697K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-1.63K- 9.64% |
$117K - $137K
|
15.2K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.65K- 21.89% |
$119K - $139K
|
5.88K
$494K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.69K- 28.89% |
$122K - $142K
|
4.15K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.77K- 0.94% |
$128K - $149K
|
188K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.85K- 36.88% |
$133K - $156K
|
3.16K
$266K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-1.85K- 6.16% |
$133K - $156K
|
28.2K
$2.37M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.87K- 27.46% |
$135K - $157K
|
4.94K
$416K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.87K- 5.45% |
$135K - $158K
|
32.5K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.94K- 3.8% |
$139K - $163K
|
49K
$4.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.98K- 8.06% |
$142K - $166K
|
22.5K
$1.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.04K- 6.5% |
$147K - $171K
|
29.3K
$2.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-2.04K- 2.63% |
$147K - $172K
|
75.6K
$6.36M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.05K- 34.73% |
$148K - $172K
|
3.85K
$324K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.05K- 72.57% |
$148K - $172K
|
775
$65.2K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.1K- 3.13% |
$151K - $177K
|
65.1K
$5.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.11K- 3.89% |
$152K - $177K
|
52.1K
$4.38M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.11K- 3.4% |
$152K - $177K
|
60K
$5.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.16K- 10.68% |
$156K - $182K
|
18.1K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.17K- 6.15% |
$156K - $182K
|
33.1K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.24K- 3.88% |
$161K - $188K
|
55.4K
$4.66M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.24K- 3.88% |
$161K - $188K
|
55.4K
$4.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.25K- 6.61% |
$162K - $189K
|
31.8K
$2.68M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.34K- 5.57% |
$169K - $197K
|
39.7K
$3.34M
|