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 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
225+ 152.03% |
$15K - $17.9K
|
373
$30.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
223New |
$14.9K - $17.7K
|
223
$18.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
221New |
$14.8K - $17.6K
|
221
$17.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
220+ 7.3% |
$14.7K - $17.5K
|
3.24K
$262K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
204New |
$13.6K - $16.2K
|
204
$16.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
202+ 1.69% |
$13.5K - $16.1K
|
12.2K
$985K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
200New |
$13.4K - $15.9K
|
200
$16.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
200+ 35.97% |
$13.4K - $15.9K
|
756
$61.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.48% |
$13.4K - $15.9K
|
41.8K
$3.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
199+ 0.3% |
$13.3K - $15.8K
|
66.4K
$5.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
189New |
$12.6K - $15K
|
189
$15.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
188+ 3.79% |
$12.6K - $15K
|
5.15K
$417K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
183New |
$12.2K - $14.6K
|
183
$14.8K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
172New |
$11.5K - $13.7K
|
172
$13.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
172New |
$11.5K - $13.7K
|
172
$13.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
168New |
$11.2K - $13.4K
|
168
$13.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
161New |
$10.8K - $12.8K
|
161
$13K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
159+ 15.5% |
$10.6K - $12.7K
|
1.19K
$95.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
159+ 15.5% |
$10.6K - $12.7K
|
1.19K
$95.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
153+ 1.32% |
$10.2K - $12.2K
|
11.8K
$954K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
149+ 3.32% |
$9.97K - $11.9K
|
4.64K
$376K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
141+ 0.23% |
$9.43K - $11.2K
|
60.2K
$4.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
136+ 7.24% |
$9.1K - $10.8K
|
2.01K
$163K
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
128+ 1.48% |
$8.56K - $10.2K
|
8.78K
$711K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
126+ 2.35% |
$8.43K - $10K
|
5.49K
$445K
|
|
|
Jan 31, 2024
Q4 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
116+ 1.72% |
$7.76K - $9.23K
|
6.88K
$557K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
116+ 0.68% |
$7.76K - $9.23K
|
17.1K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
115New |
$7.69K - $9.15K
|
115
$9.31K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
111+ 8.06% |
$7.42K - $8.83K
|
1.49K
$120K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
108New |
$7.22K - $8.59K
|
108
$8.74K
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
105+ 0.5% |
$7.02K - $8.36K
|
21.2K
$1.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
100New |
$6.69K - $7.96K
|
100
$8.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
100+ 2.27% |
$6.69K - $7.96K
|
4.5K
$364K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
99+ 1.45% |
$6.62K - $7.88K
|
6.91K
$559K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
97+ 1.92% |
$6.49K - $7.72K
|
5.16K
$418K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
97+ 1.92% |
$6.49K - $7.72K
|
5.16K
$418K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
91+ 154.24% |
$6.09K - $7.24K
|
150
$12.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
90+ 17.14% |
$6.02K - $7.16K
|
615
$49.8K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
84+ 2.86% |
$5.62K - $6.68K
|
3.02K
$244K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
75New |
$5.02K - $5.97K
|
75
$6.07K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
72+ 2.26% |
$4.82K - $5.73K
|
3.26K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
68+ 10.1% |
$4.55K - $5.41K
|
741
$60K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
67+ 1.93% |
$4.48K - $5.33K
|
3.53K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
66New |
$4.41K - $5.25K
|
66
$5.34K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
66+ 1.02% |
$4.41K - $5.25K
|
6.56K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
53+ 1.69% |
$3.54K - $4.22K
|
3.19K
$258K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
52+ 11.43% |
$3.48K - $4.14K
|
507
$41.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
51+ 0.84% |
$3.41K - $4.06K
|
6.1K
$494K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
49+ 7.5% |
$3.28K - $3.9K
|
702
$56.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
47+ 37.3% |
$3.14K - $3.74K
|
173
$14K
|