Purchases and Sales Made in Q4 2024 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q4 2024. 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 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-317- 12.42% |
$23.7K - $28.9K
|
2.24K
$183K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-327- 1.27% |
$24.5K - $29.8K
|
25.5K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-334- 0.11% |
$25K - $30.5K
|
303K
$24.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-341- 6.64% |
$25.5K - $31.1K
|
4.8K
$394K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-347- 11.11% |
$26K - $31.7K
|
2.78K
$228K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-350- 8.73% |
$26.2K - $31.9K
|
3.66K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-370- 5.49% |
$27.7K - $33.8K
|
6.37K
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-385- 7.02% |
$28.8K - $35.1K
|
5.1K
$418K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-386- 10.48% |
$28.9K - $35.2K
|
3.3K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-387- 0.44% |
$29K - $35.3K
|
88.2K
$7.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-393- 8.68% |
$29.4K - $35.9K
|
4.14K
$339K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 3.79% |
$30K - $36.5K
|
10.2K
$833K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-407- 3.98% |
$30.5K - $37.1K
|
9.82K
$805K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-412- 9.25% |
$30.9K - $37.6K
|
4.04K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-433- 7.73% |
$32.4K - $39.5K
|
5.17K
$424K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-446- 43.77% |
$33.4K - $40.7K
|
573
$47K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-491- 14.04% |
$36.8K - $44.8K
|
3.01K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-506- 2.14% |
$37.9K - $46.2K
|
23.2K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-510- 2.1% |
$38.2K - $46.5K
|
23.8K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-511- 2.99% |
$38.3K - $46.6K
|
16.6K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-513- 2.24% |
$38.4K - $46.8K
|
22.3K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-537- 4.98% |
$40.2K - $49K
|
10.3K
$841K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-540- 4.58% |
$40.5K - $49.3K
|
11.2K
$922K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-545- 5.8% |
$40.8K - $49.7K
|
8.86K
$727K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-550- 8.33% |
$41.2K - $50.2K
|
6.05K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-565- 54.17% |
$42.3K - $51.6K
|
478
$39.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-566- 16.1% |
$42.4K - $51.7K
|
2.95K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-566- 3.47% |
$42.4K - $51.7K
|
15.8K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-579- 23.64% |
$43.4K - $52.8K
|
1.87K
$153K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-609- 3.99% |
$45.6K - $55.6K
|
14.6K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-614- 2.49% |
$46K - $56K
|
24K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-652- 5.24% |
$48.8K - $59.5K
|
11.8K
$968K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-655- 6.01% |
$49.1K - $59.8K
|
10.2K
$840K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-656- 7.01% |
$49.1K - $59.9K
|
8.71K
$714K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-697- 30.02% |
$52.2K - $63.6K
|
1.63K
$133K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 5.83% |
$52.4K - $63.9K
|
11.3K
$927K
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-723- 4.22% |
$54.2K - $66K
|
16.4K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-738- 2.76% |
$55.3K - $67.3K
|
26K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-740- 3.6% |
$55.4K - $67.5K
|
19.8K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-743- 69.9% |
$55.7K - $67.8K
|
320
$26.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-786- 11.91% |
$58.9K - $71.7K
|
5.81K
$477K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-788- 22.39% |
$59K - $71.9K
|
2.73K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-792- 16.85% |
$59.3K - $72.3K
|
3.91K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-810- 0.78% |
$60.7K - $73.9K
|
102K
$8.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-848- 22.66% |
$63.5K - $77.4K
|
2.9K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-850- 69.33% |
$63.7K - $77.6K
|
376
$30.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-863- 2.87% |
$64.6K - $78.8K
|
29.2K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-900- 1.55% |
$67.4K - $82.1K
|
57.1K
$4.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-916- 19.92% |
$68.6K - $83.6K
|
3.68K
$302K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-945- 2.03% |
$70.8K - $86.2K
|
45.6K
$3.74M
|