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
|
Wealthfront Advisers LLC
|
SELL
|
- |
-222- 0.39% |
$16.2K - $19.4K
|
56.6K
$4.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-223- 5.99% |
$16.3K - $19.5K
|
3.5K
$270K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-229- 5.98% |
$16.7K - $20K
|
3.6K
$278K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-231- 6.36% |
$16.8K - $20.2K
|
3.4K
$263K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-241- 25.91% |
$17.6K - $21.1K
|
689
$53.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-243- 7.76% |
$17.7K - $21.3K
|
2.89K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-250- 6.18% |
$18.2K - $21.9K
|
3.8K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-260- 8.68% |
$19K - $22.7K
|
2.73K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-269- 2.79% |
$19.6K - $23.5K
|
9.36K
$724K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-274- 7.76% |
$20K - $24K
|
3.26K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-275- 9.7% |
$20.1K - $24.1K
|
2.56K
$198K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-279- 3.18% |
$20.4K - $24.4K
|
8.5K
$657K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-290- 1.57% |
$21.2K - $25.4K
|
18.2K
$1.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-292- 4.05% |
$21.3K - $25.5K
|
6.92K
$535K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-296- 7.44% |
$21.6K - $25.9K
|
3.68K
$285K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-300- 0.04% |
$21.9K - $26.2K
|
696K
$53.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-320- 6.37% |
$23.3K - $28K
|
4.7K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-322- 4.56% |
$23.5K - $28.2K
|
6.74K
$521K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-324- 11.65% |
$23.6K - $28.3K
|
2.46K
$190K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-325- 16.05% |
$23.7K - $28.4K
|
1.7K
$131K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-327- 9.63% |
$23.9K - $28.6K
|
3.07K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-331- 8.35% |
$24.1K - $28.9K
|
3.64K
$281K
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-364- 6.62% |
$26.6K - $31.8K
|
5.13K
$397K
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-365- 4.61% |
$26.6K - $31.9K
|
7.55K
$584K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-400- 27.32% |
$29.2K - $35K
|
1.06K
$82.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-406- 1.3% |
$29.6K - $35.5K
|
30.9K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-415- 13.38% |
$30.3K - $36.3K
|
2.69K
$208K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-415- 1.58% |
$30.3K - $36.3K
|
25.8K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-417- 2.57% |
$30.4K - $36.5K
|
15.8K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-465- 22.93% |
$33.9K - $40.7K
|
1.56K
$121K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-470- 9.34% |
$34.3K - $41.1K
|
4.56K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-495- 5.02% |
$36.1K - $43.3K
|
9.36K
$724K
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-496- 3.59% |
$36.2K - $43.4K
|
13.3K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 4.52% |
$36.5K - $43.7K
|
10.6K
$816K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-505- 36.59% |
$36.8K - $44.2K
|
875
$67.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-536- 7.72% |
$39.1K - $46.9K
|
6.41K
$495K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-556- 70.74% |
$40.6K - $48.6K
|
230
$17.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-569- 3.15% |
$41.5K - $49.8K
|
17.5K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-592- 5.47% |
$43.2K - $51.8K
|
10.2K
$790K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-600- 1.55% |
$43.8K - $52.5K
|
38K
$2.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-616- 4.97% |
$44.9K - $53.9K
|
11.8K
$911K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-643- 18.36% |
$46.9K - $56.2K
|
2.86K
$221K
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-647- 9.3% |
$47.2K - $56.6K
|
6.31K
$488K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-691- 8.47% |
$50.4K - $60.4K
|
7.47K
$577K
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
SELL
|
- |
-699- 0.81% |
$51K - $61.1K
|
85.8K
$6.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-702- 11.17% |
$51.2K - $61.4K
|
5.58K
$432K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-720- 2.23% |
$52.5K - $63K
|
31.6K
$2.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-726- 10.94% |
$53K - $63.5K
|
5.91K
$457K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-731- 34.81% |
$53.3K - $63.9K
|
1.37K
$106K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-770- 8.35% |
$56.2K - $67.3K
|
8.45K
$653K
|