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 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-16- 0.3% |
$1.17K - $1.4K
|
5.35K
$452K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-17- 14.53% |
$1.24K - $1.49K
|
100
$8.44K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-18- 16.51% |
$1.31K - $1.57K
|
91
$7.68K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-21- 0.76% |
$1.53K - $1.84K
|
2.74K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-23- 0.46% |
$1.68K - $2.01K
|
4.94K
$417K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-23- 1.84% |
$1.68K - $2.01K
|
1.23K
$103K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-24- 0.29% |
$1.75K - $2.1K
|
8.36K
$706K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-26- 1.11% |
$1.9K - $2.27K
|
2.32K
$196K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-28- 1.06% |
$2.04K - $2.45K
|
2.63K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-29- 6.02% |
$2.12K - $2.54K
|
453
$38.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-31- 7.83% |
$2.26K - $2.71K
|
365
$30.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-32- 7.71% |
$2.33K - $2.8K
|
383
$32.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-40- 1.12% |
$2.92K - $3.5K
|
3.52K
$297K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-43- 0.99% |
$3.14K - $3.76K
|
4.29K
$362K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-44- 25.29% |
$3.21K - $3.85K
|
130
$11K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-50- 1.96% |
$3.65K - $4.37K
|
2.5K
$211K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-52- 1.82% |
$3.79K - $4.55K
|
2.81K
$237K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-60- 0.74% |
$4.38K - $5.25K
|
8K
$675K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-60- 54.55% |
$4.38K - $5.25K
|
50
$4.22K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-62- 0.65% |
$4.52K - $5.42K
|
9.53K
$804K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-62- 0.65% |
$4.52K - $5.42K
|
9.53K
$804K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-62- 12.68% |
$4.52K - $5.42K
|
427
$36K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-66- 0.89% |
$4.81K - $5.77K
|
7.32K
$618K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-68- 3.61% |
$4.96K - $5.95K
|
1.82K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-71- 1.22% |
$5.18K - $6.21K
|
5.74K
$485K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-79- 1.95% |
$5.76K - $6.91K
|
3.96K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-83- 1.7% |
$6.05K - $7.26K
|
4.8K
$405K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-85- 2.55% |
$6.2K - $7.43K
|
3.25K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-91- 1.63% |
$6.64K - $7.96K
|
5.48K
$463K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-95- 14.71% |
$6.93K - $8.31K
|
551
$46.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-97- 0.87% |
$7.08K - $8.48K
|
11.1K
$935K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-98- 30.53% |
$7.15K - $8.57K
|
223
$18.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-100- 44.44% |
$7.29K - $8.75K
|
125
$10.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-106- 3.65% |
$7.73K - $9.27K
|
2.8K
$236K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-109- 3.41% |
$7.95K - $9.53K
|
3.08K
$260K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-109- 5.16% |
$7.95K - $9.53K
|
2K
$169K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-110- 3.95% |
$8.02K - $9.62K
|
2.68K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-110- 1.6% |
$8.02K - $9.62K
|
6.75K
$570K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-116- 23.48% |
$8.46K - $10.1K
|
378
$31.9K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-123- 4.19% |
$8.97K - $10.8K
|
2.81K
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-125- 2.29% |
$9.12K - $10.9K
|
5.32K
$449K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-129- 1.89% |
$9.41K - $11.3K
|
6.68K
$564K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-131- 1.83% |
$9.56K - $11.5K
|
7.02K
$592K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-135- 4.36% |
$9.85K - $11.8K
|
2.96K
$250K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-140- 20.35% |
$10.2K - $12.2K
|
548
$46.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-144- 24.32% |
$10.5K - $12.6K
|
448
$37.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-145- 2.15% |
$10.6K - $12.7K
|
6.59K
$556K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-153- 1.21% |
$11.2K - $13.4K
|
12.5K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-155- 0.65% |
$11.3K - $13.6K
|
23.7K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-167- 3.03% |
$12.2K - $14.6K
|
5.34K
$450K
|