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 |
---|---|---|---|---|---|---|---|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
BUY
|
- |
2.58KNew |
$172K - $205K
|
2.58K
$209K
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.56KNew |
$171K - $204K
|
2.56K
$208K
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
2.44K+ 1.06% |
$163K - $194K
|
232K
$18.8M
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.42K+ 12.78% |
$162K - $193K
|
21.4K
$1.73M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.37K+ 24.16% |
$158K - $188K
|
12.2K
$985K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.28K+ 4.94% |
$152K - $181K
|
48.3K
$3.91M
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.17K+ 13.09% |
$145K - $172K
|
18.7K
$1.52M
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.09K+ 0.7% |
$140K - $167K
|
299K
$24.2M
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
2.08K+ 11.32% |
$139K - $166K
|
20.4K
$1.66M
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.96K+ 36.97% |
$131K - $156K
|
7.27K
$588K
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.89K+ 2.9% |
$126K - $150K
|
67K
$5.43M
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.87K+ 62.08% |
$125K - $149K
|
4.89K
$396K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
1.85K+ 1.83% |
$124K - $147K
|
103K
$8.35M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.82KNew |
$122K - $145K
|
1.82K
$148K
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.81K+ 7.29% |
$121K - $144K
|
26.6K
$2.15M
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.78K+ 1056.55% |
$119K - $141K
|
1.94K
$157K
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.74KNew |
$116K - $138K
|
1.74K
$141K
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.69K+ 0.86% |
$113K - $135K
|
198K
$16M
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.66KNew |
$111K - $132K
|
1.66K
$134K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.61K+ 15.54% |
$107K - $128K
|
11.9K
$967K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.54K+ 5.11% |
$103K - $122K
|
31.6K
$2.56M
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.51K+ 29.25% |
$101K - $120K
|
6.68K
$541K
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 36.15% |
$97.4K - $116K
|
5.49K
$444K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.44KNew |
$96.2K - $115K
|
1.44K
$117K
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.4KNew |
$93.6K - $111K
|
1.4K
$113K
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$90.2K - $107K
|
1.35K
$109K
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
1.3K+ 4.62% |
$86.9K - $103K
|
29.5K
$2.39M
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.29K+ 17.95% |
$86.5K - $103K
|
8.5K
$688K
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.26K+ 38.21% |
$84.4K - $100K
|
4.57K
$370K
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.21KNew |
$80.9K - $96.3K
|
1.21K
$98K
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.17K+ 6.66% |
$78.5K - $93.4K
|
18.8K
$1.52M
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.16K+ 7.26% |
$77.3K - $92K
|
17.1K
$1.38M
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.1K+ 37.9% |
$73.3K - $87.2K
|
3.99K
$323K
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.08K+ 27.59% |
$72.2K - $85.9K
|
4.99K
$404K
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.08K+ 25.22% |
$72.2K - $85.9K
|
5.36K
$434K
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
1.03K+ 126.47% |
$69K - $82.1K
|
1.85K
$150K
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.03K+ 5.14% |
$68.6K - $81.6K
|
21K
$1.7M
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
1K+ 4.73% |
$66.9K - $79.6K
|
22.1K
$1.79M
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1K+ 0.92% |
$66.9K - $79.6K
|
110K
$8.93M
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1KNew |
$66.9K - $79.6K
|
1K
$81K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
925New |
$61.9K - $73.6K
|
925
$74.9K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
894+ 21.59% |
$59.8K - $71.1K
|
5.03K
$408K
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
884+ 49.11% |
$59.1K - $70.3K
|
2.68K
$217K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
880New |
$58.9K - $70K
|
880
$71.3K
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
875+ 0.22% |
$58.5K - $69.6K
|
397K
$32.1M
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
834New |
$55.8K - $66.4K
|
834
$67.5K
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
827+ 18.39% |
$55.3K - $65.8K
|
5.33K
$431K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
791+ 10.53% |
$52.9K - $62.9K
|
8.3K
$672K
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
746+ 3.66% |
$49.9K - $59.4K
|
21.1K
$1.71M
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
729+ 10.89% |
$48.8K - $58K
|
7.42K
$601K
|