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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
609New |
$44.4K - $53.3K
|
609
$49.3K
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
598+ 0.6% |
$43.6K - $52.3K
|
101K
$8.17M
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
582New |
$42.5K - $50.9K
|
582
$47.1K
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
572+ 5.58% |
$41.7K - $50K
|
10.8K
$877K
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
572+ 5.58% |
$41.7K - $50K
|
10.8K
$877K
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
542+ 15.06% |
$39.5K - $47.4K
|
4.14K
$335K
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
533+ 4.98% |
$38.9K - $46.6K
|
11.2K
$909K
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
523+ 0.9% |
$38.1K - $45.7K
|
58.5K
$4.73M
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
523New |
$38.1K - $45.7K
|
523
$42.3K
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
500+ 1.36% |
$36.5K - $43.7K
|
37.1K
$3.01M
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
500New |
$36.5K - $43.7K
|
500
$40.5K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
480New |
$35K - $42K
|
480
$38.9K
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
464+ 1.09% |
$33.8K - $40.6K
|
43.2K
$3.5M
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
457+ 1.69% |
$33.3K - $40K
|
27.5K
$2.23M
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
422+ 2.49% |
$30.8K - $36.9K
|
17.4K
$1.41M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
385+ 132.76% |
$28.1K - $33.7K
|
675
$54.7K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
385New |
$28.1K - $33.7K
|
385
$31.2K
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
379+ 12.08% |
$27.6K - $33.1K
|
3.52K
$285K
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
360+ 5.57% |
$26.3K - $31.5K
|
6.82K
$552K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
357+ 6.38% |
$26K - $31.2K
|
5.96K
$482K
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
347New |
$25.3K - $30.3K
|
347
$28.1K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
343+ 4.98% |
$25K - $30K
|
7.23K
$586K
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
291+ 2.48% |
$21.2K - $25.5K
|
12K
$972K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
283+ 10.21% |
$20.6K - $24.8K
|
3.06K
$247K
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
277+ 1.85% |
$20.2K - $24.2K
|
15.3K
$1.24M
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
274+ 3.63% |
$20K - $24K
|
7.82K
$633K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
259+ 4.09% |
$18.9K - $22.7K
|
6.58K
$533K
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
257+ 1.1% |
$18.7K - $22.5K
|
23.7K
$1.92M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
239+ 29.73% |
$17.4K - $20.9K
|
1.04K
$84.5K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
237+ 23.96% |
$17.3K - $20.7K
|
1.23K
$99.3K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
235+ 7.65% |
$17.1K - $20.6K
|
3.31K
$268K
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
233+ 5.86% |
$17K - $20.4K
|
4.21K
$341K
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
225New |
$16.4K - $19.7K
|
225
$18.2K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
218+ 7.82% |
$15.9K - $19.1K
|
3.01K
$243K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
216+ 20.83% |
$15.8K - $18.9K
|
1.25K
$101K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
215+ 6.56% |
$15.7K - $18.8K
|
3.49K
$283K
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
213+ 6.6% |
$15.5K - $18.6K
|
3.44K
$279K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
213+ 14.74% |
$15.5K - $18.6K
|
1.66K
$134K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
211+ 0.75% |
$15.4K - $18.5K
|
28.4K
$2.3M
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
210New |
$15.3K - $18.4K
|
210
$17K
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
192New |
$14K - $16.8K
|
192
$15.5K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
191New |
$13.9K - $16.7K
|
191
$15.5K
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
189New |
$13.8K - $16.5K
|
189
$15.3K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
185New |
$13.5K - $16.2K
|
185
$15K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
185New |
$13.5K - $16.2K
|
185
$15K
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
180New |
$13.1K - $15.7K
|
180
$14.6K
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
177+ 0.27% |
$12.9K - $15.5K
|
65K
$5.26M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
165New |
$12K - $14.4K
|
165
$13.4K
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
163+ 0.2% |
$11.9K - $14.3K
|
81.1K
$6.56M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
160+ 17.72% |
$11.7K - $14K
|
1.06K
$86.1K
|