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 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
151+ 444.12% |
$11K - $13.2K
|
185
$15.6K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
150New |
$10.9K - $13.1K
|
150
$12.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
146+ 2.15% |
$10.6K - $12.8K
|
6.95K
$586K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
144+ 2.91% |
$10.5K - $12.6K
|
5.09K
$430K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
142+ 2.28% |
$10.4K - $12.4K
|
6.36K
$536K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
142+ 1.84% |
$10.4K - $12.4K
|
7.88K
$664K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
141+ 10.06% |
$10.3K - $12.3K
|
1.54K
$130K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
133New |
$9.7K - $11.6K
|
133
$11.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
132New |
$9.63K - $11.5K
|
132
$11.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
115+ 1.84% |
$8.39K - $10.1K
|
6.37K
$537K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
114+ 4.3% |
$8.32K - $9.97K
|
2.77K
$233K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
110+ 11.68% |
$8.02K - $9.62K
|
1.05K
$88.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
102+ 1.35% |
$7.44K - $8.92K
|
7.64K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
100+ 5.89% |
$7.29K - $8.75K
|
1.8K
$152K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
100+ 2.77% |
$7.29K - $8.75K
|
3.71K
$313K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
100+ 46.08% |
$7.29K - $8.75K
|
317
$26.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
97+ 3.07% |
$7.08K - $8.48K
|
3.26K
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
91+ 3.28% |
$6.64K - $7.96K
|
2.87K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
87+ 0.45% |
$6.35K - $7.61K
|
19.5K
$1.65M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
85New |
$6.2K - $7.43K
|
85
$7.17K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
82+ 56.16% |
$5.98K - $7.17K
|
228
$19.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
79+ 1.7% |
$5.76K - $6.91K
|
4.74K
$400K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
68+ 26.46% |
$4.96K - $5.95K
|
325
$27.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
63+ 5.72% |
$4.6K - $5.51K
|
1.17K
$98.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
61+ 6.55% |
$4.45K - $5.34K
|
992
$83.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
59New |
$4.3K - $5.16K
|
59
$4.98K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
59+ 2.37% |
$4.3K - $5.16K
|
2.55K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55+ 0.99% |
$4.01K - $4.81K
|
5.6K
$472K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
55+ 0.51% |
$4.01K - $4.81K
|
10.8K
$911K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51+ 0.38% |
$3.72K - $4.46K
|
13.4K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
50+ 0.14% |
$3.65K - $4.37K
|
35K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
49+ 19.6% |
$3.57K - $4.29K
|
299
$25.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
45New |
$3.28K - $3.94K
|
45
$3.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 12.61% |
$3.14K - $3.76K
|
384
$32.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
43+ 0.19% |
$3.14K - $3.76K
|
23.3K
$1.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
42+ 0.46% |
$3.06K - $3.67K
|
9.11K
$769K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
42New |
$3.06K - $3.67K
|
42
$3.54K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
41+ 0.09% |
$2.99K - $3.59K
|
45.3K
$3.82M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
39+ 13.54% |
$2.84K - $3.41K
|
327
$27.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
37+ 2.81% |
$2.7K - $3.24K
|
1.35K
$114K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
35+ 0.62% |
$2.55K - $3.06K
|
5.71K
$482K
|
|
|
Nov 08, 2024
Q3 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
31+ 0.83% |
$2.26K - $2.71K
|
3.76K
$318K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
30+ 5.73% |
$2.19K - $2.62K
|
554
$46.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28+ 4.26% |
$2.04K - $2.45K
|
686
$57.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
27+ 0.81% |
$1.97K - $2.36K
|
3.36K
$283K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.84% |
$1.9K - $2.27K
|
3.11K
$262K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
24+ 0.85% |
$1.75K - $2.1K
|
2.85K
$240K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
24+ 0.85% |
$1.75K - $2.1K
|
2.85K
$240K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
21+ 0.75% |
$1.53K - $1.84K
|
2.82K
$238K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
18+ 0.74% |
$1.31K - $1.57K
|
2.45K
$207K
|