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 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
200+ 28.25% |
$15K - $18.3K
|
908
$74.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
195+ 53.57% |
$14.6K - $17.8K
|
559
$46.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
194+ 6.77% |
$14.5K - $17.7K
|
3.06K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
175+ 0.7% |
$13.1K - $16K
|
25.1K
$2.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
156+ 6.29% |
$11.7K - $14.2K
|
2.64K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
151+ 9.56% |
$11.3K - $13.8K
|
1.73K
$143K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
143+ 116.26% |
$10.7K - $13.1K
|
266
$21.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
142New |
$10.6K - $13K
|
142
$11.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
138+ 5.4% |
$10.3K - $12.6K
|
2.69K
$222K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
132+ 2.59% |
$9.89K - $12K
|
5.22K
$431K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
113New |
$8.46K - $10.3K
|
113
$9.32K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
111+ 2.12% |
$8.32K - $10.1K
|
5.34K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
89+ 3.13% |
$6.67K - $8.12K
|
2.94K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
85+ 0.11% |
$6.37K - $7.76K
|
77.5K
$6.39M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
73+ 53.68% |
$5.47K - $6.66K
|
209
$17.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
64+ 0.83% |
$4.79K - $5.84K
|
7.78K
$642K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
58+ 2.06% |
$4.34K - $5.29K
|
2.87K
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
48+ 10.6% |
$3.6K - $4.38K
|
501
$41.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45+ 9.68% |
$3.37K - $4.11K
|
510
$42K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
44+ 97.78% |
$3.3K - $4.02K
|
89
$7.34K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
38+ 1.15% |
$2.85K - $3.47K
|
3.34K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
35New |
$2.62K - $3.19K
|
35
$2.89K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
34+ 15.53% |
$2.55K - $3.1K
|
253
$20.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
33+ 6.88% |
$2.47K - $3.01K
|
513
$42.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
29+ 0.64% |
$2.17K - $2.65K
|
4.59K
$379K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.93% |
$2.17K - $2.65K
|
3.14K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22+ 16.92% |
$1.65K - $2.01K
|
152
$12.5K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
22+ 2.22% |
$1.65K - $2.01K
|
1.01K
$83.6K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
20New |
$1.5K - $1.83K
|
20
$1.65K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20New |
$1.5K - $1.83K
|
20
$1.65K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
19+ 0.27% |
$1.42K - $1.73K
|
7.04K
$580K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
15+ 0.28% |
$1.12K - $1.37K
|
5.3K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
11+ 0.4% |
$824 - $1K
|
2.75K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.99% |
$824 - $1K
|
1.12K
$92.1K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11+ 0.08% |
$824 - $1K
|
13.6K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
10+ 2.56% |
$749 - $913
|
400
$33K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
9+ 1.8% |
$674 - $821
|
509
$42K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
9+ 0.26% |
$674 - $821
|
3.43K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
8+ 2.67% |
$599 - $730
|
308
$25.4K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
7+ 0.25% |
$524 - $639
|
2.79K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 42.86% |
$449 - $548
|
20
$1.65K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.82% |
$375 - $456
|
614
$50.6K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$375 - $456
|
4.55K
$375K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3+ 0.1% |
$225 - $274
|
3.01K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2+ 0.06% |
$150 - $183
|
3.26K
$269K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 0.25% |
$150 - $183
|
792
$65.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 1.74% |
$150 - $183
|
117
$9.65K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$74.9 - $91.3
|
6.43K
$530K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$74.9 - $91.3
|
8.36K
$690K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|