Purchases and Sales Made in Q3 2024 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q3 2024. 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 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-643- 18.36% |
$46.9K - $56.2K
|
2.86K
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-647- 9.3% |
$47.2K - $56.6K
|
6.31K
$538K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-691- 8.47% |
$50.4K - $60.4K
|
7.47K
$637K
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
SELL
|
- |
-699- 0.81% |
$51K - $61.1K
|
85.8K
$7.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-702- 11.17% |
$51.2K - $61.4K
|
5.58K
$476K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-720- 2.23% |
$52.5K - $63K
|
31.6K
$2.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-726- 10.94% |
$53K - $63.5K
|
5.91K
$504K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-731- 34.81% |
$53.3K - $63.9K
|
1.37K
$117K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-770- 8.35% |
$56.2K - $67.3K
|
8.45K
$721K
|
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-778- 3.72% |
$56.7K - $68K
|
20.1K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-796- 46.14% |
$58.1K - $69.6K
|
929
$79.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-805- 1.81% |
$58.7K - $70.4K
|
43.7K
$3.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-813- 3.43% |
$59.3K - $71.1K
|
22.9K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-833- 18.91% |
$60.8K - $72.9K
|
3.57K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-851- 7.28% |
$62.1K - $74.4K
|
10.8K
$924K
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-853- 3.43% |
$62.2K - $74.6K
|
24K
$2.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-876- 3.09% |
$63.9K - $76.6K
|
27.5K
$2.35M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-899- 16.53% |
$65.6K - $78.6K
|
4.54K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-937- 1.64% |
$68.3K - $82K
|
56.4K
$4.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-942- 4.7% |
$68.7K - $82.4K
|
19.1K
$1.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
SELL
|
- |
-946- 1.06% |
$69K - $82.7K
|
88.1K
$7.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-950- 62.5% |
$69.3K - $83.1K
|
570
$48.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-955- 3.51% |
$69.7K - $83.5K
|
26.2K
$2.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-959- 1.86% |
$69.9K - $83.9K
|
50.6K
$4.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-983- 2.08% |
$71.7K - $86K
|
46.4K
$3.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-995- 15.99% |
$72.6K - $87K
|
5.23K
$446K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.01K- 20.05% |
$73.3K - $87.9K
|
4.01K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.01K- 3.62% |
$73.3K - $87.9K
|
26.7K
$2.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.04K- 18.84% |
$75.9K - $91K
|
4.49K
$382K
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.06K- 2.23% |
$77.4K - $92.8K
|
46.5K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.08K- 0.74% |
$78.5K - $94.1K
|
144K
$12.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.09K- 0.86% |
$79.2K - $95K
|
125K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.1K- 22.12% |
$79.9K - $95.8K
|
3.86K
$329K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.1K- 1.86% |
$80.2K - $96.2K
|
58K
$4.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.1K- 1.05% |
$80.2K - $96.2K
|
103K
$8.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.13K- 5.66% |
$82.3K - $98.7K
|
18.8K
$1.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-1.14K- 1.47% |
$83.2K - $99.7K
|
76.2K
$6.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.15K- 14.71% |
$83.5K - $100K
|
6.64K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.16K- 6.34% |
$84.3K - $101K
|
17.1K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.22K- 1.18% |
$89.1K - $107K
|
102K
$8.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.23K- 1.21% |
$89.6K - $107K
|
100K
$8.54M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.24K- 0.31% |
$90.4K - $108K
|
397K
$33.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.3K- 14.88% |
$94.6K - $113K
|
7.42K
$632K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.34K- 4.02% |
$97.5K - $117K
|
32K
$2.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.34K- 6.38% |
$97.7K - $117K
|
19.7K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.37K- 18.68% |
$99.9K - $120K
|
5.96K
$508K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.38K- 1.28% |
$101K - $121K
|
106K
$9.06M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.39K- 7.82% |
$101K - $121K
|
16.3K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.4K- 27.22% |
$102K - $122K
|
3.74K
$319K
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.4K- 13.59% |
$102K - $122K
|
8.9K
$759K
|