Purchases and Sales Made in Q1 2023 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
1.06K+ 20.76% |
$73.5K - $98.5K
|
6.14K
$509K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.04K+ 2.63% |
$72.7K - $97.4K
|
40.8K
$3.38M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
995+ 13.91% |
$69.3K - $92.9K
|
8.15K
$675K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
995+ 1.72% |
$69.3K - $92.9K
|
58.7K
$4.86M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
993+ 9.11% |
$69.2K - $92.7K
|
11.9K
$986K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
BUY
|
- |
986+ 4.47% |
$68.7K - $92.1K
|
23.1K
$1.91M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
958+ 11.55% |
$66.8K - $89.5K
|
9.26K
$767K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
952+ 10.77% |
$66.3K - $88.9K
|
9.79K
$811K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
922New |
$64.3K - $86.1K
|
922
$76.4K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
893+ 5.21% |
$62.2K - $83.4K
|
18K
$1.49M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
892+ 29.83% |
$62.2K - $83.3K
|
3.88K
$322K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
888+ 108.03% |
$61.9K - $82.9K
|
1.71K
$142K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
826+ 415.08% |
$57.6K - $77.1K
|
1.03K
$85K
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
787+ 4.57% |
$54.8K - $73.5K
|
18K
$1.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
763+ 8.1% |
$53.2K - $71.3K
|
10.2K
$844K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
750+ 43.53% |
$52.3K - $70K
|
2.47K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
742+ 22.66% |
$51.7K - $69.3K
|
4.02K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
740+ 5.38% |
$51.6K - $69.1K
|
14.5K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
700New |
$48.8K - $65.4K
|
700
$58K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
685+ 1.37% |
$47.7K - $64K
|
50.6K
$4.2M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
670+ 0.62% |
$46.7K - $62.6K
|
109K
$9.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
640+ 9.81% |
$44.6K - $59.8K
|
7.17K
$594K
|
|
|
May 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
BUY
|
- |
625+ 0.19% |
$43.6K - $58.4K
|
336K
$27.8M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
622+ 1.47% |
$43.3K - $58.1K
|
43.1K
$3.57M
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
608+ 153.54% |
$42.4K - $56.8K
|
1K
$83.2K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
607+ 5.18% |
$42.3K - $56.7K
|
12.3K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 0.79% |
$41.8K - $56K
|
76.2K
$6.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
600New |
$41.8K - $56K
|
600
$49.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
588+ 0.83% |
$41K - $54.9K
|
71.1K
$5.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
588+ 392.0% |
$41K - $54.9K
|
738
$61.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
576+ 14.15% |
$40.1K - $53.8K
|
4.65K
$385K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
568+ 0.48% |
$39.6K - $53K
|
120K
$9.96M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
558+ 1.48% |
$38.9K - $52.1K
|
38.3K
$3.17M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
535+ 7.51% |
$37.3K - $50K
|
7.66K
$635K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
529+ 27.21% |
$36.9K - $49.4K
|
2.47K
$205K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
506+ 9.31% |
$35.3K - $47.3K
|
5.94K
$492K
|
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
499+ 0.91% |
$34.8K - $46.6K
|
55.2K
$4.57M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
480New |
$33.5K - $44.8K
|
480
$39.8K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
465New |
$32.4K - $43.4K
|
465
$38.5K
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
463+ 59.13% |
$32.3K - $43.2K
|
1.25K
$103K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
456+ 18.69% |
$31.8K - $42.6K
|
2.9K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
450+ 2.33% |
$31.4K - $42K
|
19.7K
$1.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
449New |
$31.3K - $41.9K
|
449
$37.2K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
436New |
$30.4K - $40.7K
|
436
$36.1K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
435+ 2.0% |
$30.3K - $40.6K
|
22.2K
$1.84M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
384+ 13.19% |
$26.8K - $35.9K
|
3.3K
$273K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
382New |
$26.6K - $35.7K
|
382
$31.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
378+ 6.86% |
$26.3K - $35.3K
|
5.89K
$488K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
375+ 6.49% |
$26.1K - $35K
|
6.16K
$510K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
375+ 9.24% |
$26.1K - $35K
|
4.43K
$367K
|