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 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 0.48% |
$375 - $456
|
1.05K
$86.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 2.7% |
$375 - $456
|
180
$14.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9- 4.07% |
$674 - $821
|
212
$17.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-9- 0.11% |
$674 - $821
|
8.44K
$696K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-15- 0.28% |
$1.12K - $1.37K
|
5.34K
$440K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-15- 0.44% |
$1.12K - $1.37K
|
3.39K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-26- 1.91% |
$1.95K - $2.37K
|
1.34K
$110K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-29- 0.22% |
$2.17K - $2.65K
|
13.4K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-31- 5.66% |
$2.32K - $2.83K
|
517
$42.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-32- 1.14% |
$2.4K - $2.92K
|
2.77K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-38- 48.72% |
$2.85K - $3.47K
|
40
$3.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-39- 0.43% |
$2.92K - $3.56K
|
8.98K
$740K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-40- 3.12% |
$3K - $3.65K
|
1.24K
$102K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-41- 2.28% |
$3.07K - $3.74K
|
1.76K
$145K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-47- 1.4% |
$3.52K - $4.29K
|
3.31K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-51- 0.76% |
$3.82K - $4.65K
|
6.63K
$547K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-54- 16.62% |
$4.05K - $4.93K
|
271
$22.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-56- 17.67% |
$4.19K - $5.11K
|
261
$21.5K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-62- 14.52% |
$4.64K - $5.66K
|
365
$30.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-85- 2.36% |
$6.37K - $7.76K
|
3.51K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-86- 6.49% |
$6.44K - $7.85K
|
1.24K
$102K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-102- 1.3% |
$7.64K - $9.31K
|
7.77K
$641K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-113- 18.43% |
$8.46K - $10.3K
|
500
$41.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-127- 9.39% |
$9.51K - $11.6K
|
1.23K
$101K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-132- 4.67% |
$9.89K - $12K
|
2.69K
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-135- 2.42% |
$10.1K - $12.3K
|
5.45K
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-143- 2.07% |
$10.7K - $13.1K
|
6.78K
$559K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-150- 1.87% |
$11.2K - $13.7K
|
7.85K
$647K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-191- 5.3% |
$14.3K - $17.4K
|
3.41K
$281K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-191- 3.58% |
$14.3K - $17.4K
|
5.15K
$424K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-199- 2.61% |
$14.9K - $18.2K
|
7.44K
$613K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-200- 1.94% |
$15K - $18.3K
|
10.1K
$831K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-211- 4.98% |
$15.8K - $19.3K
|
4.03K
$332K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-215- 5.42% |
$16.1K - $19.6K
|
3.75K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-255- 1.91% |
$19.1K - $23.3K
|
13.1K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-303- 5.9% |
$22.7K - $27.7K
|
4.83K
$398K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-310- 21.68% |
$23.2K - $28.3K
|
1.12K
$92.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-312- 20.23% |
$23.4K - $28.5K
|
1.23K
$101K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-317- 12.42% |
$23.7K - $28.9K
|
2.24K
$184K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-341- 6.64% |
$25.5K - $31.1K
|
4.8K
$396K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-347- 11.11% |
$26K - $31.7K
|
2.78K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-393- 8.68% |
$29.4K - $35.9K
|
4.14K
$341K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 3.79% |
$30K - $36.5K
|
10.2K
$837K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-407- 3.98% |
$30.5K - $37.1K
|
9.82K
$809K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-446- 43.77% |
$33.4K - $40.7K
|
573
$47.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-537- 4.98% |
$40.2K - $49K
|
10.3K
$846K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-545- 5.8% |
$40.8K - $49.7K
|
8.86K
$730K
|
|
|
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
$499K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-579- 23.64% |
$43.4K - $52.8K
|
1.87K
$154K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-609- 3.99% |
$45.6K - $55.6K
|
14.6K
$1.21M
|