Purchases and Sales Made in Q4 2023 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-795- 2.28% |
$53.2K - $63.3K
|
34.1K
$2.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-803- 6.21% |
$53.7K - $63.9K
|
12.1K
$936K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-805- 21.53% |
$53.8K - $64.1K
|
2.93K
$227K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-812- 18.01% |
$54.3K - $64.6K
|
3.7K
$285K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-845- 22.12% |
$56.5K - $67.2K
|
2.98K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-861- 6.17% |
$57.6K - $68.5K
|
13.1K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-861- 5.5% |
$57.6K - $68.5K
|
14.8K
$1.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-880- 2.67% |
$58.9K - $70K
|
32.1K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-912- 10.53% |
$61K - $72.6K
|
7.75K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-932- 3.74% |
$62.3K - $74.2K
|
24K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-960- 0.25% |
$64.2K - $76.4K
|
390K
$30.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-977- 11.58% |
$65.3K - $77.7K
|
7.46K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-979- 16.62% |
$65.5K - $77.9K
|
4.91K
$379K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.03K- 18.76% |
$68.7K - $81.7K
|
4.45K
$344K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-1.13K- 5.64% |
$75.2K - $89.5K
|
18.8K
$1.45M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.21K- 14.62% |
$81.1K - $96.5K
|
7.08K
$546K
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.25K- 6.07% |
$83.6K - $99.5K
|
19.4K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.28K- 8.78% |
$85.7K - $102K
|
13.3K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.38K- 11.59% |
$92.5K - $110K
|
10.6K
$815K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-1.42K- 65.65% |
$95.2K - $113K
|
745
$57.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Management Corp
|
SELL
|
- |
-1.46K- 1.39% |
$97.6K - $116K
|
103K
$7.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.49K- 3.03% |
$99.4K - $118K
|
47.6K
$3.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.58K- 5.5% |
$106K - $126K
|
27.2K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-1.59K- 0.13% |
$106K - $126K
|
1.19M
$92M
|
|
|
Feb 15, 2024
Q4 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.6K- 13.45% |
$107K - $127K
|
10.3K
$795K
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.65K- 2.53% |
$110K - $131K
|
63.3K
$4.89M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.69K- 33.2% |
$113K - $134K
|
3.4K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-1.7K- 4.42% |
$114K - $135K
|
36.8K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.71K- 3.08% |
$114K - $136K
|
53.7K
$4.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.76K- 5.67% |
$118K - $140K
|
29.4K
$2.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.84K- 4.84% |
$123K - $147K
|
36.2K
$2.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.85K- 37.98% |
$123K - $147K
|
3.02K
$233K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.88K- 37.96% |
$125K - $149K
|
3.06K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.89K- 2.78% |
$126K - $150K
|
66K
$5.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.92K- 0.98% |
$129K - $153K
|
194K
$15M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.94K- 3.86% |
$130K - $154K
|
48.3K
$3.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.99K- 1.54% |
$133K - $159K
|
127K
$9.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.05K- 24.14% |
$137K - $163K
|
6.44K
$497K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.07K- 12.95% |
$138K - $164K
|
13.9K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.1K- 38.3% |
$141K - $167K
|
3.39K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.13K- 11.19% |
$143K - $170K
|
16.9K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.2K- 4.05% |
$147K - $175K
|
52.2K
$4.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.21K- 15.5% |
$148K - $176K
|
12.1K
$932K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.24K- 5.65% |
$150K - $178K
|
37.4K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.28K- 3.8% |
$152K - $181K
|
57.7K
$4.46M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.3K- 10.42% |
$154K - $183K
|
19.8K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-2.33K- 9.25% |
$156K - $185K
|
22.9K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.34K- 11.84% |
$156K - $186K
|
17.4K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.36K- 45.88% |
$158K - $188K
|
2.79K
$215K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.42K- 26.34% |
$162K - $193K
|
6.77K
$523K
|