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
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.49K+ 6.44% |
$109K - $130K
|
24.6K
$2.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.37K+ 1.57% |
$99.9K - $120K
|
88.6K
$7.41M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.33KNew |
$96.7K - $116K
|
1.33K
$111K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.32K+ 10.48% |
$96.5K - $116K
|
13.9K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.2K+ 15.65% |
$87.8K - $105K
|
8.9K
$744K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.2K+ 4.47% |
$87.6K - $105K
|
28K
$2.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.2K+ 0.59% |
$87.3K - $105K
|
204K
$17M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.19K+ 76.83% |
$87.1K - $104K
|
2.75K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Candriam S.C.A.
|
BUY
|
- |
1.14K+ 4.75% |
$83.3K - $99.9K
|
25.2K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.13K+ 9.97% |
$82.1K - $98.4K
|
12.4K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.12K+ 33.61% |
$81.7K - $98K
|
4.45K
$373K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
1.11K+ 4.67% |
$81K - $97.1K
|
24.9K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
1.06K+ 4.28% |
$77.3K - $92.7K
|
25.8K
$2.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
1.05K+ 1.82% |
$76.3K - $91.5K
|
58.5K
$4.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
993+ 11.3% |
$72.4K - $86.8K
|
9.78K
$819K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
989+ 0.81% |
$72.1K - $86.5K
|
123K
$10.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
988+ 11.39% |
$72.1K - $86.4K
|
9.66K
$808K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
984+ 3.36% |
$71.8K - $86.1K
|
30.3K
$2.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
960+ 5.63% |
$70K - $84K
|
18K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
945+ 3.74% |
$68.9K - $82.6K
|
26.2K
$2.19M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
934+ 13.82% |
$68.1K - $81.7K
|
7.69K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
932+ 17.74% |
$68K - $81.5K
|
6.19K
$518K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
928+ 11.16% |
$67.7K - $81.2K
|
9.25K
$774K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
924+ 30.09% |
$67.4K - $80.8K
|
4K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
903+ 101.12% |
$65.9K - $79K
|
1.8K
$150K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
892+ 13.66% |
$65.1K - $78K
|
7.42K
$621K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
840+ 9.81% |
$61.3K - $73.5K
|
9.4K
$787K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
834+ 22.56% |
$60.8K - $72.9K
|
4.53K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
831+ 37.79% |
$60.6K - $72.7K
|
3.03K
$254K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
799+ 21.03% |
$58.3K - $69.9K
|
4.6K
$385K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
798+ 13.06% |
$58.2K - $69.8K
|
6.91K
$578K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
783+ 25.72% |
$57.1K - $68.5K
|
3.83K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
780+ 3.91% |
$56.9K - $68.2K
|
20.7K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
779+ 0.7% |
$56.8K - $68.1K
|
112K
$9.37M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
757+ 1.02% |
$55.2K - $66.2K
|
74.8K
$6.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
754+ 2.75% |
$55K - $65.9K
|
28.1K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
751+ 69.93% |
$54.8K - $65.7K
|
1.83K
$153K
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
730+ 6.32% |
$53.2K - $63.8K
|
12.3K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
717+ 2.52% |
$52.3K - $62.7K
|
29.2K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
713+ 4.07% |
$52K - $62.4K
|
18.2K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
697+ 5.47% |
$50.8K - $61K
|
13.4K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
689+ 7.75% |
$50.3K - $60.3K
|
9.58K
$801K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
680+ 0.52% |
$49.6K - $59.5K
|
131K
$11M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
670+ 5.29% |
$48.9K - $58.6K
|
13.3K
$1.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
668+ 18.7% |
$48.7K - $58.4K
|
4.24K
$355K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
664New |
$48.4K - $58.1K
|
664
$55.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
654+ 419.23% |
$47.7K - $57.2K
|
810
$67.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
609New |
$44.4K - $53.3K
|
609
$51K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
598+ 0.6% |
$43.6K - $52.3K
|
101K
$8.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
582New |
$42.5K - $50.9K
|
582
$48.7K
|