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 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-188- 2.23% |
$12.6K - $15K
|
8.24K
$702K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-190- 3.27% |
$12.7K - $15.1K
|
5.62K
$479K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-195- 2.01% |
$13K - $15.5K
|
9.51K
$811K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-199- 6.63% |
$13.3K - $15.8K
|
2.8K
$239K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-200- 3.19% |
$13.4K - $15.9K
|
6.06K
$517K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-203- 1.43% |
$13.6K - $16.2K
|
14K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-209- 0.66% |
$14K - $16.6K
|
31.6K
$2.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-216- 11.51% |
$14.4K - $17.2K
|
1.66K
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-223- 3.04% |
$14.9K - $17.7K
|
7.12K
$607K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-230- 0.68% |
$15.4K - $18.3K
|
33.8K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-232- 18.57% |
$15.5K - $18.5K
|
1.02K
$86.7K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-243- 6.8% |
$16.3K - $19.3K
|
3.33K
$284K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-243- 5.12% |
$16.3K - $19.3K
|
4.51K
$384K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-263- 8.74% |
$17.6K - $20.9K
|
2.75K
$234K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-263- 0.81% |
$17.6K - $20.9K
|
32.3K
$2.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-266- 1.49% |
$17.8K - $21.2K
|
17.5K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-273- 2.97% |
$18.3K - $21.7K
|
8.93K
$761K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-279- 5.85% |
$18.7K - $22.2K
|
4.49K
$383K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-300- 6.98% |
$20.1K - $23.9K
|
4K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-304- 49.84% |
$20.3K - $24.2K
|
306
$26.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-331- 2.17% |
$22.1K - $26.3K
|
14.9K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-361- 6.67% |
$24.1K - $28.7K
|
5.05K
$431K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-364- 6.12% |
$24.3K - $29K
|
5.59K
$476K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-366- 11.06% |
$24.5K - $29.1K
|
2.94K
$251K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-368- 4.67% |
$24.6K - $29.3K
|
7.51K
$640K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-371- 7.15% |
$24.8K - $29.5K
|
4.82K
$411K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-376- 7.63% |
$25.1K - $29.9K
|
4.55K
$388K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-376- 2.52% |
$25.1K - $29.9K
|
14.5K
$1.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 30.7% |
$26.8K - $31.8K
|
903
$77K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-407- 12.74% |
$27.2K - $32.4K
|
2.79K
$238K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-430- 8.64% |
$28.8K - $34.2K
|
4.55K
$388K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-437- 6.55% |
$29.2K - $34.8K
|
6.24K
$532K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-450- 6.54% |
$30.1K - $35.8K
|
6.43K
$548K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-452- 1.16% |
$30.2K - $36K
|
38.4K
$3.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-476- 3.6% |
$31.8K - $37.9K
|
12.8K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 3.62% |
$33.4K - $39.8K
|
13.3K
$1.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-508- 15.96% |
$34K - $40.4K
|
2.68K
$228K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-559- 8.21% |
$37.4K - $44.5K
|
6.25K
$533K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-565- 4.94% |
$37.8K - $45K
|
10.9K
$927K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-582- 2.81% |
$38.9K - $46.3K
|
20.1K
$1.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-584- 13.32% |
$39.1K - $46.5K
|
3.8K
$324K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-594- 23.95% |
$39.7K - $47.3K
|
1.89K
$161K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-599- 8.62% |
$40.1K - $47.7K
|
6.35K
$541K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-603- 17.05% |
$40.3K - $48K
|
2.93K
$250K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-610- 7.39% |
$40.8K - $48.5K
|
7.65K
$652K
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-616- 13.48% |
$41.2K - $49K
|
3.96K
$337K
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-651- 20.1% |
$43.5K - $51.8K
|
2.59K
$221K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-655- 6.87% |
$43.8K - $52.1K
|
8.88K
$757K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-750- 19.26% |
$50.2K - $59.7K
|
3.15K
$268K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-771- 33.86% |
$51.6K - $61.4K
|
1.51K
$128K
|