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
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.42K- 43.64% |
$162K - $193K
|
3.13K
$242K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.42K- 14.62% |
$162K - $193K
|
14.2K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-2.46K- 1.42% |
$164K - $196K
|
171K
$13.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.48K- 1.98% |
$166K - $197K
|
123K
$9.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.49K- 11.04% |
$167K - $198K
|
20.1K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.53K- 40.41% |
$169K - $201K
|
3.72K
$288K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-2.53K- 3.69% |
$169K - $202K
|
66K
$5.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-2.71K- 24.53% |
$182K - $216K
|
8.35K
$645K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.73K- 5.81% |
$183K - $217K
|
44.3K
$3.42M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.73K- 4.58% |
$183K - $217K
|
57K
$4.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.8K- 83.48% |
$187K - $223K
|
554
$42.8K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.8K- 83.48% |
$187K - $223K
|
554
$42.8K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.81K- 47.87% |
$188K - $224K
|
3.06K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.92K- 0.53% |
$195K - $232K
|
552K
$42.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-3.04K- 4.02% |
$203K - $242K
|
72.6K
$5.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-3.13K- 2.7% |
$209K - $249K
|
113K
$8.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-3.17K- 18.69% |
$212K - $252K
|
13.8K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.2K- 38.31% |
$214K - $255K
|
5.15K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-3.68K- 39.8% |
$246K - $293K
|
5.57K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.69K- 7.53% |
$247K - $293K
|
45.3K
$3.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-3.78K- 29.03% |
$253K - $301K
|
9.23K
$714K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.79K- 21.54% |
$254K - $302K
|
13.8K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.8K- 1.77% |
$254K - $302K
|
211K
$16.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-3.81K- 3.52% |
$255K - $303K
|
105K
$8.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-3.86K- 13.36% |
$258K - $307K
|
25K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.89K- 6.0% |
$260K - $309K
|
60.9K
$4.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.97K- 3.94% |
$265K - $316K
|
96.7K
$7.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-4.15K- 42.64% |
$277K - $330K
|
5.58K
$431K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-4.24K- 13.33% |
$284K - $337K
|
27.6K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.41K- 22.3% |
$295K - $351K
|
15.4K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-4.45K- 56.44% |
$298K - $354K
|
3.43K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.77K- 5.9% |
$319K - $379K
|
76K
$5.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-4.89K- 44.85% |
$327K - $389K
|
6.01K
$464K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.98K- 14.68% |
$333K - $397K
|
29K
$2.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.99K- 24.4% |
$334K - $397K
|
15.5K
$1.2M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-5K- 7.68% |
$334K - $398K
|
60.1K
$4.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.02K- 9.65% |
$336K - $400K
|
47K
$3.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.1K- 17.26% |
$341K - $406K
|
24.4K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-5.2K- 4.75% |
$348K - $414K
|
104K
$8.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.22K- 5.07% |
$349K - $416K
|
97.7K
$7.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-5.5K- 15.67% |
$368K - $438K
|
29.6K
$2.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-5.6K- 20.74% |
$375K - $446K
|
21.4K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-5.63K- 64.28% |
$377K - $448K
|
3.13K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.76K- 14.56% |
$385K - $458K
|
33.8K
$2.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.8K- 80.69% |
$388K - $462K
|
1.39K
$107K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-6.07K- 24.06% |
$406K - $483K
|
19.2K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.62K- 30.3% |
$443K - $527K
|
15.2K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.78K- 3.59% |
$453K - $539K
|
182K
$14.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.34K- 22.17% |
$491K - $584K
|
25.8K
$1.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-7.84KClosed |
$524K - $624K
|
0
$0
|