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 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
650+ 8.75% |
$43.5K - $51.7K
|
8.08K
$624K
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
650+ 10.71% |
$43.5K - $51.7K
|
6.72K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
629+ 698.89% |
$42.1K - $50.1K
|
719
$55.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
607+ 4.46% |
$40.6K - $48.3K
|
14.2K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
586+ 1.3% |
$39.2K - $46.6K
|
45.6K
$3.53M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
583+ 2.9% |
$39K - $46.4K
|
20.7K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
579+ 3.18% |
$38.7K - $46.1K
|
18.8K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
563+ 1.56% |
$37.7K - $44.8K
|
36.6K
$2.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
557+ 3.48% |
$37.3K - $44.3K
|
16.5K
$1.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
547+ 9.91% |
$36.6K - $43.5K
|
6.07K
$469K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
541+ 100.0% |
$36.2K - $43.1K
|
1.08K
$83.6K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
530+ 11.37% |
$35.4K - $42.2K
|
5.19K
$401K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
528New |
$35.3K - $42K
|
528
$40.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
528New |
$35.3K - $42K
|
528
$40.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
524+ 11.38% |
$35K - $41.7K
|
5.13K
$397K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
521+ 0.93% |
$34.8K - $41.5K
|
56.6K
$4.38M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
514New |
$34.4K - $40.9K
|
514
$39.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
510+ 3.56% |
$34.1K - $40.6K
|
14.8K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
500+ 0.43% |
$33.4K - $39.8K
|
116K
$8.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
499New |
$33.4K - $39.7K
|
499
$38.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
498+ 289.53% |
$33.3K - $39.6K
|
670
$51.8K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
465New |
$31.1K - $37K
|
465
$35.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
458+ 100.0% |
$30.6K - $36.4K
|
916
$70.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
445+ 3.99% |
$29.8K - $35.4K
|
11.6K
$896K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
418New |
$28K - $33.3K
|
418
$32.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
403New |
$27K - $32.1K
|
403
$31.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
396New |
$26.5K - $31.5K
|
396
$30.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
394+ 24.19% |
$26.4K - $31.4K
|
2.02K
$156K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
392+ 6.6% |
$26.2K - $31.2K
|
6.33K
$489K
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
373+ 2.64% |
$24.9K - $29.7K
|
14.5K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
367+ 51.47% |
$24.5K - $29.2K
|
1.08K
$83.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
346+ 2.74% |
$23.1K - $27.5K
|
13K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
318+ 0.25% |
$21.3K - $25.3K
|
128K
$9.87M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
307+ 10.3% |
$20.5K - $24.4K
|
3.29K
$254K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
304New |
$20.3K - $24.2K
|
304
$23.5K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
300New |
$20.1K - $23.9K
|
300
$23.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
295+ 6.09% |
$19.7K - $23.5K
|
5.14K
$397K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
293New |
$19.6K - $23.3K
|
293
$22.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
280+ 1.05% |
$18.7K - $22.3K
|
26.8K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
278+ 3.78% |
$18.6K - $22.1K
|
7.63K
$590K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
269+ 91.19% |
$18K - $21.4K
|
564
$43.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
269+ 6.26% |
$18K - $21.4K
|
4.56K
$353K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
265+ 2208.33% |
$17.7K - $21.1K
|
277
$21.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
263+ 26.25% |
$17.6K - $20.9K
|
1.27K
$97.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
262+ 0.28% |
$17.5K - $20.8K
|
92.6K
$7.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
256+ 7.48% |
$17.1K - $20.4K
|
3.68K
$284K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
251+ 4.39% |
$16.8K - $20K
|
5.98K
$462K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
250+ 104.6% |
$16.7K - $19.9K
|
489
$37.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
225+ 152.03% |
$15K - $17.9K
|
373
$28.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
223New |
$14.9K - $17.7K
|
223
$17.2K
|