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 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-47- 1.4% |
$3.52K - $4.29K
|
3.31K
$268K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-51- 0.76% |
$3.82K - $4.65K
|
6.63K
$537K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-54- 16.62% |
$4.05K - $4.93K
|
271
$21.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-56- 17.67% |
$4.19K - $5.11K
|
261
$21.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-56- 0.77% |
$4.19K - $5.11K
|
7.18K
$581K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-60- 6.46% |
$4.49K - $5.48K
|
869
$70.4K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-62- 14.52% |
$4.64K - $5.66K
|
365
$29.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-63- 5.41% |
$4.72K - $5.75K
|
1.1K
$89.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-68- 2.09% |
$5.09K - $6.21K
|
3.19K
$258K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-72- 1.07% |
$5.39K - $6.57K
|
6.68K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-72- 1.35% |
$5.39K - $6.57K
|
5.25K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-73- 0.17% |
$5.47K - $6.66K
|
43.7K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-78- 0.07% |
$5.84K - $7.12K
|
106K
$8.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-82- 2.21% |
$6.14K - $7.48K
|
3.63K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-84- 19.0% |
$6.29K - $7.67K
|
358
$29K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-84- 22.22% |
$6.29K - $7.67K
|
294
$23.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-85- 2.36% |
$6.37K - $7.76K
|
3.51K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-86- 6.49% |
$6.44K - $7.85K
|
1.24K
$100K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-94- 1.9% |
$7.04K - $8.58K
|
4.85K
$392K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-97- 14.37% |
$7.27K - $8.85K
|
578
$46.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-102- 1.3% |
$7.64K - $9.31K
|
7.77K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-104- 1.63% |
$7.79K - $9.49K
|
6.26K
$507K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-106- 2.38% |
$7.94K - $9.67K
|
4.35K
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-113- 18.43% |
$8.46K - $10.3K
|
500
$40.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-113- 61.08% |
$8.46K - $10.3K
|
72
$5.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-113- 61.08% |
$8.46K - $10.3K
|
72
$5.83K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-124- 0.44% |
$9.29K - $11.3K
|
28K
$2.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-126- 1.28% |
$9.44K - $11.5K
|
9.75K
$790K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-127- 9.39% |
$9.51K - $11.6K
|
1.23K
$99.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-132- 4.67% |
$9.89K - $12K
|
2.69K
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-133- 1.86% |
$9.96K - $12.1K
|
7.02K
$569K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-135- 2.42% |
$10.1K - $12.3K
|
5.45K
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-137- 3.09% |
$10.3K - $12.5K
|
4.29K
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-143- 2.07% |
$10.7K - $13.1K
|
6.78K
$549K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-146- 0.14% |
$10.9K - $13.3K
|
103K
$8.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-147- 64.47% |
$11K - $13.4K
|
81
$6.56K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-150- 1.87% |
$11.2K - $13.7K
|
7.85K
$636K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-160- 4.58% |
$12K - $14.6K
|
3.33K
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-179- 5.97% |
$13.4K - $16.3K
|
2.82K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-180- 0.99% |
$13.5K - $16.4K
|
18K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-189- 15.08% |
$14.2K - $17.2K
|
1.06K
$86.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-189- 0.32% |
$14.2K - $17.2K
|
58.5K
$4.74M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-191- 5.3% |
$14.3K - $17.4K
|
3.41K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-191- 3.58% |
$14.3K - $17.4K
|
5.15K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-194- 2.92% |
$14.5K - $17.7K
|
6.45K
$522K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-199- 2.61% |
$14.9K - $18.2K
|
7.44K
$602K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-200- 1.94% |
$15K - $18.3K
|
10.1K
$817K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-202- 1.36% |
$15.1K - $18.4K
|
14.6K
$1.19M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-211- 4.98% |
$15.8K - $19.3K
|
4.03K
$326K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-215- 5.42% |
$16.1K - $19.6K
|
3.75K
$304K
|