Purchases and Sales Made in Q3 2024 in Principal Financial Group Inc (PFG)

PFG Quotes by TradingView

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
Oct 15, 2024 Q3 2024
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
542
+ 15.06%
$39.5K - $47.4K
4.14K $347K
Nov 06, 2024 Q3 2024
Metis Global Partners, LLC

BUY
 -
533
+ 4.98%
$38.9K - $46.6K
11.2K $940K
Oct 08, 2024 Q3 2024
Unison Advisors LLC

BUY
 -
523
+ 0.9%
$38.1K - $45.7K
58.5K $4.89M
Nov 08, 2024 Q3 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
523
New
$38.1K - $45.7K
523 $43.8K
Nov 13, 2024 Q3 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
500
New
$36.5K - $43.7K
500 $41.8K
Nov 14, 2024 Q3 2024
Public Sector Pension Investment Board

Montreal, A8
BUY
 -
500
+ 1.36%
$36.5K - $43.7K
37.1K $3.11M
Nov 12, 2024 Q3 2024
Hemington Wealth Management

BUY
 -
480
New
$35K - $42K
480 $40.2K
Nov 12, 2024 Q3 2024
Xponance, Inc.

BUY
 -
464
+ 1.09%
$33.8K - $40.6K
43.2K $3.62M
Nov 12, 2024 Q3 2024
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
457
+ 1.69%
$33.3K - $40K
27.5K $2.3M
Oct 30, 2024 Q3 2024
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
422
+ 2.49%
$30.8K - $36.9K
17.4K $1.45M
Nov 12, 2024 Q3 2024
Larson Financial Group LLC

BUY
 -
385
+ 132.76%
$28.1K - $33.7K
675 $56.5K
Nov 13, 2024 Q3 2024
Profund Advisors LLC

BUY
 -
379
+ 12.08%
$27.6K - $33.1K
3.52K $294K
Nov 12, 2024 Q3 2024
Sompo Asset Management Co., Ltd.

Tokyo, M0
BUY
 -
360
+ 5.57%
$26.3K - $31.5K
6.82K $571K
Nov 15, 2024 Q3 2024
Coldstream Capital Management Inc

BUY
 -
357
+ 6.38%
$26K - $31.2K
5.96K $498K
Nov 08, 2024 Q3 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
347
New
$25.3K - $30.3K
347 $29K
Nov 13, 2024 Q3 2024
Avantax Advisory Services, Inc.

BUY
 -
343
+ 4.98%
$25K - $30K
7.23K $605K
Nov 13, 2024 Q3 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
291
+ 2.48%
$21.2K - $25.5K
12K $1M
Nov 07, 2024 Q3 2024
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
283
+ 10.21%
$20.6K - $24.8K
3.06K $256K
Nov 04, 2024 Q3 2024
Crossmark Global Holdings, Inc.

BUY
 -
277
+ 1.85%
$20.2K - $24.2K
15.3K $1.28M
Oct 29, 2024 Q3 2024
Conning Inc.

BUY
 -
274
+ 3.63%
$20K - $24K
7.82K $654K
Oct 28, 2024 Q3 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
259
+ 4.09%
$18.9K - $22.7K
6.58K $551K
Oct 17, 2024 Q3 2024
Sumitomo Mitsui Ds Asset Management Company, LTD

BUY
 -
257
+ 1.1%
$18.7K - $22.5K
23.7K $1.98M
Nov 13, 2024 Q3 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
239
+ 29.73%
$17.4K - $20.9K
1.04K $87.3K
Nov 04, 2024 Q3 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
237
+ 23.96%
$17.3K - $20.7K
1.23K $103K
Nov 13, 2024 Q3 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
235
+ 7.65%
$17.1K - $20.6K
3.31K $277K
Oct 30, 2024 Q3 2024
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
233
+ 5.86%
$17K - $20.4K
4.21K $352K
Nov 13, 2024 Q3 2024
Mrp Capital Investments, LLC

Alpharetta, GA
BUY
 -
225
New
$16.4K - $19.7K
225 $18.8K
Nov 13, 2024 Q3 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
218
+ 7.82%
$15.9K - $19.1K
3.01K $252K
Nov 06, 2024 Q3 2024
Cullen/Frost Bankers, Inc.

BUY
 -
216
+ 20.83%
$15.8K - $18.9K
1.25K $105K
Nov 13, 2024 Q3 2024
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
215
+ 6.56%
$15.7K - $18.8K
3.49K $292K
Nov 13, 2024 Q3 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
213
+ 14.74%
$15.5K - $18.6K
1.66K $139K
Oct 30, 2024 Q3 2024
Centennial Wealth Advisory LLC

BUY
 -
213
+ 6.6%
$15.5K - $18.6K
3.44K $288K
Nov 13, 2024 Q3 2024
Mariner, LLC

Overland Park, KS
BUY
 -
211
+ 0.75%
$15.4K - $18.5K
28.4K $2.38M
Oct 23, 2024 Q3 2024
Dt Investment Partners, LLC

BUY
 -
210
New
$15.3K - $18.4K
210 $17.6K
Nov 12, 2024 Q3 2024
New Age Alpha Advisors, LLC

Rye, NY
BUY
 -
192
New
$14K - $16.8K
192 $16.1K
Oct 17, 2024 Q3 2024
Uncommon Cents Investing LLC

BUY
 -
191
New
$13.9K - $16.7K
191 $16K
Nov 14, 2024 Q3 2024
Legacy Investment Solutions, LLC

Meridian, ID
BUY
 -
185
New
$13.5K - $16.2K
185 $15.5K
Nov 15, 2024 Q3 2024
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
185
New
$13.5K - $16.2K
185 $15.5K
Nov 05, 2024 Q3 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
180
New
$13.1K - $15.7K
180 $15.1K
Nov 13, 2024 Q3 2024
Uss Investment Management LTD

BUY
 -
177
+ 0.27%
$12.9K - $15.5K
65K $5.44M
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
165
New
$12K - $14.4K
165 $13.8K
Nov 01, 2024 Q3 2024
Td Asset Management Inc

BUY
 -
163
+ 0.2%
$11.9K - $14.3K
81.1K $6.78M
Oct 15, 2024 Q3 2024
Advisor Net Financial, Inc

BUY
 -
160
+ 17.72%
$11.7K - $14K
1.06K $89K
Oct 25, 2024 Q3 2024
Veriti Management LLC

BUY
 -
159
+ 2.52%
$11.6K - $13.9K
6.48K $542K
Nov 13, 2024 Q3 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
158
+ 2.19%
$11.5K - $13.8K
7.36K $616K
Nov 13, 2024 Q3 2024
Cibc World Markets Corp

New York, NY
BUY
 -
158
+ 0.37%
$11.5K - $13.8K
42.6K $3.56M
Nov 04, 2024 Q3 2024
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
158
+ 5.57%
$11.5K - $13.8K
2.99K $250K
Oct 16, 2024 Q3 2024
Trust CO Of Vermont

BUY
 -
157
New
$11.5K - $13.7K
157 $13.1K
Oct 16, 2024 Q3 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
151
+ 444.12%
$11K - $13.2K
185 $15.5K

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