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 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.4K- 27.22% |
$102K - $122K
|
3.74K
$316K
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.4K- 13.59% |
$102K - $122K
|
8.9K
$751K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.41K- 8.65% |
$103K - $123K
|
14.8K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.46K- 32.63% |
$106K - $128K
|
3.01K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.54K- 7.08% |
$112K - $135K
|
20.2K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.58K- 14.76% |
$116K - $139K
|
9.15K
$772K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.6K- 50.33% |
$117K - $140K
|
1.58K
$133K
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.87K- 3.16% |
$137K - $164K
|
57.4K
$4.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.88K- 4.46% |
$137K - $165K
|
40.3K
$3.4M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.98K- 18.96% |
$144K - $173K
|
8.45K
$713K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.01K- 5.97% |
$146K - $175K
|
31.6K
$2.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-2.05K- 9.07% |
$150K - $180K
|
20.6K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.14K- 3.7% |
$156K - $187K
|
55.7K
$4.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2.3K- 2.46% |
$168K - $201K
|
91.4K
$7.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.34K- 27.26% |
$171K - $204K
|
6.24K
$526K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.35K- 6.51% |
$171K - $206K
|
33.7K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.36K- 14.35% |
$172K - $207K
|
14.1K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-2.41K- 8.91% |
$176K - $211K
|
24.6K
$2.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.49K- 1.91% |
$181K - $218K
|
128K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-2.59K- 32.23% |
$189K - $227K
|
5.45K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-2.71K- 4.74% |
$197K - $237K
|
54.3K
$4.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-2.75K- 43.14% |
$200K - $240K
|
3.62K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.81K- 0.14% |
$205K - $246K
|
2.08M
$175M
|
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-2.98K- 27.83% |
$217K - $260K
|
7.72K
$651K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-3.25K- 48.68% |
$237K - $284K
|
3.43K
$289K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.36K- 6.74% |
$245K - $294K
|
46.4K
$3.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.39K- 34.57% |
$248K - $297K
|
6.42K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.49K- 2.96% |
$254K - $305K
|
114K
$9.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.55K- 11.67% |
$259K - $311K
|
26.9K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.55K- 6.73% |
$259K - $311K
|
49.2K
$4.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-3.6K- 4.75% |
$263K - $315K
|
72.2K
$6.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.76K- 3.19% |
$274K - $329K
|
114K
$9.62M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.98K- 5.03% |
$290K - $348K
|
75K
$6.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.12K- 3.01% |
$301K - $360K
|
133K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.47K- 6.19% |
$326K - $391K
|
67.8K
$5.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.55K- 12.47% |
$332K - $398K
|
31.9K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.93K- 1.32% |
$360K - $431K
|
368K
$31.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-4.93K- 21.89% |
$360K - $432K
|
17.6K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-4.97K- 1.61% |
$362K - $434K
|
303K
$25.6M
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-5.11K- 1.24% |
$373K - $447K
|
408K
$34.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-5.13K- 27.79% |
$374K - $448K
|
13.3K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-5.19K- 57.55% |
$379K - $454K
|
3.83K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-5.46K- 21.32% |
$398K - $477K
|
20.1K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.48K- 30.22% |
$399K - $479K
|
12.6K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-5.64K- 5.92% |
$411K - $493K
|
89.7K
$7.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.88K- 2.25% |
$429K - $514K
|
256K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-5.93K- 13.17% |
$433K - $519K
|
39.1K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-6K- 59.66% |
$438K - $525K
|
4.06K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.06K- 8.18% |
$442K - $530K
|
68K
$5.74M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.06K- 8.18% |
$442K - $530K
|
68K
$5.74M
|