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 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.72K+ 1.91% |
$382K - $455K
|
304K
$24.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
5.7KNew |
$381K - $454K
|
5.7K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
5.62KNew |
$376K - $447K
|
5.62K
$455K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.5K+ 5.95% |
$368K - $438K
|
97.9K
$7.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.37K+ 2737.76% |
$359K - $427K
|
5.56K
$450K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
5.32K+ 16.83% |
$356K - $424K
|
37K
$2.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.03KNew |
$336K - $400K
|
5.03K
$407K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.01KNew |
$335K - $399K
|
5.01K
$406K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
4.72K+ 51.98% |
$316K - $376K
|
13.8K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.67K+ 4.09% |
$312K - $372K
|
119K
$9.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.67K+ 124.53% |
$312K - $371K
|
8.41K
$681K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.44KNew |
$297K - $353K
|
4.44K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.42KNew |
$296K - $352K
|
4.42K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
4.11K+ 196.51% |
$275K - $327K
|
6.21K
$502K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
4.04K+ 5.89% |
$270K - $321K
|
72.5K
$5.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.9K+ 1072.25% |
$261K - $311K
|
4.27K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.86K+ 42.03% |
$258K - $307K
|
13.1K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
3.82KNew |
$256K - $304K
|
3.82K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
3.81K+ 45.5% |
$255K - $303K
|
12.2K
$986K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.79KNew |
$254K - $302K
|
3.79K
$307K
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
3.73K+ 83.32% |
$250K - $297K
|
8.21K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.67K+ 57.58% |
$246K - $292K
|
10.1K
$814K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.6KNew |
$241K - $286K
|
3.6K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.57K+ 71.08% |
$239K - $284K
|
8.59K
$695K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.48K+ 9.54% |
$233K - $277K
|
39.9K
$3.23M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.47KNew |
$232K - $276K
|
3.47K
$281K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
3.47K+ 20.99% |
$232K - $276K
|
20K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.35K+ 15.28% |
$224K - $267K
|
25.3K
$2.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.32K+ 7.42% |
$222K - $264K
|
48K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
3.17KNew |
$212K - $252K
|
3.17K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.13K+ 4.19% |
$209K - $249K
|
77.7K
$6.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.12KNew |
$209K - $249K
|
3.12K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.12KNew |
$208K - $248K
|
3.12K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.12KNew |
$208K - $248K
|
3.12K
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.07KNew |
$205K - $244K
|
3.07K
$249K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.9K+ 2.57% |
$194K - $230K
|
116K
$9.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.87KNew |
$192K - $229K
|
2.87K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
2.84K+ 2.3% |
$190K - $226K
|
126K
$10.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.82K+ 3.35% |
$188K - $224K
|
86.8K
$7.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.81KNew |
$188K - $224K
|
2.81K
$228K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.77KNew |
$185K - $221K
|
2.77K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.76K+ 2.95% |
$185K - $220K
|
96.5K
$7.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.76KNew |
$185K - $220K
|
2.76K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.76K+ 6.29% |
$184K - $219K
|
46.6K
$3.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
2.74K+ 36.08% |
$183K - $218K
|
10.3K
$837K
|
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2.68KNew |
$179K - $213K
|
2.68K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.67KNew |
$179K - $213K
|
2.67K
$216K
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.63KNew |
$176K - $209K
|
2.63K
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.61KNew |
$174K - $208K
|
2.61K
$211K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.6K+ 14.38% |
$174K - $207K
|
20.7K
$1.68M
|