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 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-743- 69.9% |
$55.7K - $67.8K
|
320
$25.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-786- 11.91% |
$58.9K - $71.7K
|
5.81K
$471K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-788- 22.39% |
$59K - $71.9K
|
2.73K
$221K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-792- 16.85% |
$59.3K - $72.3K
|
3.91K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-810- 0.78% |
$60.7K - $73.9K
|
102K
$8.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-848- 22.66% |
$63.5K - $77.4K
|
2.9K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-850- 69.33% |
$63.7K - $77.6K
|
376
$30.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-863- 2.87% |
$64.6K - $78.8K
|
29.2K
$2.36M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-900- 1.55% |
$67.4K - $82.1K
|
57.1K
$4.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-916- 19.92% |
$68.6K - $83.6K
|
3.68K
$298K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-945- 2.03% |
$70.8K - $86.2K
|
45.6K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-958- 13.09% |
$71.8K - $87.4K
|
6.36K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-985- 13.66% |
$73.8K - $89.9K
|
6.23K
$504K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-999- 4.09% |
$74.8K - $91.2K
|
23.4K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1K- 10.37% |
$75.1K - $91.4K
|
8.66K
$701K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.03K- 3.92% |
$77.1K - $93.9K
|
25.2K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.03K- 58.68% |
$77.2K - $94.1K
|
726
$58.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.14K- 1.99% |
$85.7K - $104K
|
56.3K
$4.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.21K- 9.1% |
$90.9K - $111K
|
12.1K
$981K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.28K- 4.06% |
$96K - $117K
|
30.3K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-1.3K- 16.84% |
$97.4K - $119K
|
6.42K
$520K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.42K- 10.15% |
$106K - $129K
|
12.5K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.42K- 5.0% |
$106K - $129K
|
27K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.48K- 4.39% |
$111K - $135K
|
32.3K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.54K- 7.08% |
$115K - $141K
|
20.2K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.6K- 23.46% |
$120K - $146K
|
5.22K
$423K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.64K- 3.53% |
$123K - $149K
|
44.7K
$3.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.65K- 26.46% |
$124K - $151K
|
4.59K
$372K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.72K- 4.0% |
$128K - $157K
|
41.2K
$3.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
SELL
|
- |
-1.74K- 6.93% |
$131K - $159K
|
23.4K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.9K- 9.66% |
$142K - $173K
|
17.8K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.99K- 2.35% |
$149K - $181K
|
82.4K
$6.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.08K- 10.3% |
$156K - $190K
|
18.1K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.22K- 7.58% |
$166K - $202K
|
27K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.43K- 1.19% |
$182K - $222K
|
201K
$16.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.46K- 81.84% |
$184K - $224K
|
546
$44.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.46K- 32.77% |
$184K - $225K
|
5.05K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.5K- 1.6% |
$187K - $228K
|
154K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.57K- 4.0% |
$192K - $234K
|
61.7K
$5M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.6K- 8.23% |
$195K - $237K
|
29K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.61K- 0.71% |
$195K - $238K
|
365K
$29.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.72K- 2.18% |
$204K - $248K
|
122K
$9.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.72K- 83.13% |
$204K - $248K
|
552
$44.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.8K- 90.03% |
$210K - $256K
|
310
$25.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-3K- 33.33% |
$225K - $274K
|
6K
$486K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3.11K- 2.86% |
$233K - $284K
|
106K
$8.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.5K- 5.54% |
$262K - $319K
|
59.7K
$4.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-3.55K- 46.88% |
$266K - $324K
|
4.03K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.64K- 15.52% |
$272K - $332K
|
19.8K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-3.73K- 30.05% |
$279K - $340K
|
8.67K
$702K
|