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 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.6K- 8.23% |
$195K - $237K
|
29K
$2.39M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.72K- 2.18% |
$204K - $248K
|
122K
$10M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.72K- 83.13% |
$204K - $248K
|
552
$45.4K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.8K- 90.03% |
$210K - $256K
|
310
$25.5K
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-3K- 33.33% |
$225K - $274K
|
6K
$494K
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3.11K- 2.86% |
$233K - $284K
|
106K
$8.69M
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.5K- 5.54% |
$262K - $319K
|
59.7K
$4.92M
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.81K- 3.34% |
$286K - $348K
|
110K
$9.09M
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-3.86K- 34.41% |
$289K - $353K
|
7.37K
$606K
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.03K- 2.2% |
$302K - $368K
|
179K
$14.8M
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
SELL
|
- |
-4.25K- 4.96% |
$319K - $388K
|
81.5K
$6.71M
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-4.43K- 8.24% |
$332K - $404K
|
49.3K
$4.06M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.43K- 23.56% |
$332K - $404K
|
14.4K
$1.18M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-4.9K- 52.31% |
$367K - $447K
|
4.46K
$368K
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-4.97K- 64.39% |
$372K - $453K
|
2.75K
$226K
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-5.14K- 60.46% |
$385K - $469K
|
3.36K
$277K
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-6.33K- 51.53% |
$474K - $577K
|
5.95K
$490K
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.47K- 9.55% |
$485K - $591K
|
61.3K
$5.05M
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.5K- 4.88% |
$487K - $593K
|
127K
$10.4M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-9.69K- 1.85% |
$726K - $885K
|
513K
$42.2M
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-10.2K- 25.67% |
$763K - $929K
|
29.5K
$2.43M
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-10.5K- 11.88% |
$784K - $955K
|
77.6K
$6.39M
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-10.5K- 30.41% |
$785K - $957K
|
24K
$1.98M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-12.1K- 74.39% |
$910K - $1.11M
|
4.18K
$344K
|
|
Feb 04, 2025
Q4 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-14.8K- 11.24% |
$1.11M - $1.35M
|
117K
$9.6M
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-15.9K- 46.67% |
$1.19M - $1.45M
|
18.1K
$1.49M
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-25.8K- 5.55% |
$1.93M - $2.35M
|
439K
$36.1M
|
|
Feb 04, 2025
Q4 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-27K- 7.16% |
$2.03M - $2.47M
|
351K
$28.9M
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-47.1K- 73.51% |
$3.53M - $4.3M
|
17K
$1.4M
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-50.3K- 11.96% |
$3.77M - $4.59M
|
370K
$30.5M
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-72.3K- 19.2% |
$5.41M - $6.6M
|
304K
$25M
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-196K- 67.27% |
$14.6M - $17.8M
|
95.2K
$7.83M
|