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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-189- 15.08% |
$14.2K - $17.2K
|
1.06K
$87.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-191- 3.58% |
$14.3K - $17.4K
|
5.15K
$424K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-191- 5.3% |
$14.3K - $17.4K
|
3.41K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-199- 2.61% |
$14.9K - $18.2K
|
7.44K
$612K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-200- 1.94% |
$15K - $18.3K
|
10.1K
$830K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-202- 1.36% |
$15.1K - $18.4K
|
14.6K
$1.21M
|
|
|
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
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-304- 0.95% |
$22.8K - $27.7K
|
31.6K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-310- 21.68% |
$23.2K - $28.3K
|
1.12K
$92.2K
|
|
|
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
$395K
|
|
|
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
$836K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-407- 3.98% |
$30.5K - $37.1K
|
9.82K
$808K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-446- 43.77% |
$33.4K - $40.7K
|
573
$47.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-506- 2.14% |
$37.9K - $46.2K
|
23.2K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-537- 4.98% |
$40.2K - $49K
|
10.3K
$844K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-545- 5.8% |
$40.8K - $49.7K
|
8.86K
$729K
|
|
|
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
$498K
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-652- 5.24% |
$48.8K - $59.5K
|
11.8K
$971K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-655- 6.01% |
$49.1K - $59.8K
|
10.2K
$843K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-656- 7.01% |
$49.1K - $59.9K
|
8.71K
$717K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-697- 30.02% |
$52.2K - $63.6K
|
1.63K
$134K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 5.83% |
$52.4K - $63.9K
|
11.3K
$930K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-740- 3.6% |
$55.4K - $67.5K
|
19.8K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-743- 69.9% |
$55.7K - $67.8K
|
320
$26.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-792- 16.85% |
$59.3K - $72.3K
|
3.91K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-850- 69.33% |
$63.7K - $77.6K
|
376
$31K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-900- 1.55% |
$67.4K - $82.1K
|
57.1K
$4.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-916- 19.92% |
$68.6K - $83.6K
|
3.68K
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-945- 2.03% |
$70.8K - $86.2K
|
45.6K
$3.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-999- 4.09% |
$74.8K - $91.2K
|
23.4K
$1.93M
|
|
|
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
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.03K- 58.68% |
$77.2K - $94.1K
|
726
$59.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.28K- 4.06% |
$96K - $117K
|
30.3K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.42K- 10.15% |
$106K - $129K
|
12.5K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.54K- 7.08% |
$115K - $141K
|
20.2K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.65K- 26.46% |
$124K - $151K
|
4.59K
$378K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.72K- 4.0% |
$128K - $157K
|
41.2K
$3.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
SELL
|
- |
-1.74K- 6.93% |
$131K - $159K
|
23.4K
$1.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.9K- 9.66% |
$142K - $173K
|
17.8K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-2.43K- 1.19% |
$182K - $222K
|
201K
$16.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.5K- 1.6% |
$187K - $228K
|
154K
$12.7M
|