Purchases and Sales Made in Q1 2023 in Principal Financial Group Inc (PFG)

PFG Quotes by TradingView

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
May 15, 2023 Q1 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
100
+ 0.23%
$6.97K - $9.34K
43.1K $3.54M
Apr 19, 2023 Q1 2023
Ritholtz Wealth Management

BUY
 -
97
+ 1.86%
$6.76K - $9.06K
5.3K $435K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
96
New
$6.69K - $8.97K
96 $7.87K
Jul 14, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
90
+ 0.0%
$6.27K - $8.41K
29.7M $2.44B
May 02, 2023 Q1 2023
Sumitomo Mitsui Ds Asset Management Company, LTD

BUY
 -
88
+ 0.45%
$6.13K - $8.22K
19.5K $1.6M
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
79
+ 32.38%
$5.51K - $7.38K
323 $26.5K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
77
+ 1.42%
$5.37K - $7.19K
5.49K $450K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
74
+ 4.71%
$5.16K - $6.91K
1.64K $135K
Apr 19, 2023 Q1 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
73
+ 0.59%
$5.09K - $6.82K
12.4K $1.01M
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
72
+ 2.07%
$5.02K - $6.72K
3.55K $291K
Apr 17, 2023 Q1 2023
Cwa Asset Management Group, LLC

BUY
 -
69
+ 1.34%
$4.81K - $6.44K
5.2K $427K
Apr 12, 2023 Q1 2023
Contravisory Investment Management, Inc.

BUY
 -
63
+ 1.18%
$4.39K - $5.88K
5.4K $443K
May 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
62
+ 27.19%
$4.32K - $5.79K
290 $23.8K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
58
+ 37.66%
$4.04K - $5.42K
212 $17.4K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
54
+ 9.41%
$3.76K - $5.04K
628 $51.5K
May 04, 2023 Q1 2023
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
54
+ 0.17%
$3.76K - $5.04K
32.6K $2.67M
May 05, 2023 Q1 2023
Steward Financial Group LLC

BUY
 -
53
+ 14.85%
$3.69K - $4.95K
410 $33.6K
May 10, 2023 Q1 2023
Burney CO

Reston, VA
BUY
 -
49
+ 0.66%
$3.41K - $4.58K
7.48K $614K
May 10, 2023 Q1 2023
Grove Bank & Trust

BUY
 -
47
+ 18.8%
$3.28K - $4.39K
297 $24.4K
May 11, 2023 Q1 2023
Loomis Sayles & CO L P

BUY
 -
42
New
$2.93K - $3.92K
42 $3.45K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
41
New
$2.86K - $3.83K
41 $3.36K
May 12, 2023 Q1 2023
Leelyn Smith, LLC

Geneva, IL
BUY
 -
41
+ 0.13%
$2.86K - $3.83K
32.7K $2.68M
May 02, 2023 Q1 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
40
+ 32.0%
$2.79K - $3.74K
165 $13.5K
May 09, 2023 Q1 2023
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
40
New
$2.79K - $3.74K
40 $3.28K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
39
+ 1.61%
$2.72K - $3.64K
2.47K $202K
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
38
+ 2.07%
$2.65K - $3.55K
1.88K $154K
May 15, 2023 Q1 2023
Covestor LTD

Boston, MA
BUY
 -
36
+ 6.27%
$2.51K - $3.36K
610 $50K
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
36
+ 0.72%
$2.51K - $3.36K
5.07K $416K
May 12, 2023 Q1 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
35
+ 0.35%
$2.44K - $3.27K
10K $823K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
34
+ 33.33%
$2.37K - $3.18K
136 $11.2K
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
30
+ 100.0%
$2.09K - $2.8K
60 $4.92K
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
30
+ 0.55%
$2.09K - $2.8K
5.5K $451K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
29
+ 0.29%
$2.02K - $2.71K
9.92K $814K
May 16, 2023 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
27
+ 385.71%
$1.88K - $2.52K
34 $2.79K
May 11, 2023 Q1 2023
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
26
+ 0.69%
$1.81K - $2.43K
3.8K $312K
May 18, 2023 Q1 2023
Sky View Investment Advisors, LLC

Shrewsbury, NJ
BUY
 -
26
New
$1.81K - $2.43K
26 $2.13K
May 04, 2023 Q1 2023
J. W. Coons Advisors, LLC

BUY
 -
25
+ 0.6%
$1.74K - $2.33K
4.18K $343K
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
25
+ 0.72%
$1.74K - $2.33K
3.51K $288K
May 15, 2023 Q1 2023
Northwestern Mutual Investment Management Company, LLC

BUY
 -
21
+ 0.29%
$1.46K - $1.96K
7.15K $587K
Apr 24, 2023 Q1 2023
Toth Financial Advisory Corp

BUY
 -
21
+ 6.0%
$1.46K - $1.96K
371 $30.4K
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
17
+ 3.66%
$1.18K - $1.59K
482 $39.5K
May 09, 2023 Q1 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
17
+ 1.77%
$1.18K - $1.59K
977 $80.1K
May 10, 2023 Q1 2023
Alps Advisors Inc

Denver, CO
BUY
 -
17
+ 0.42%
$1.18K - $1.59K
4.09K $336K
Apr 13, 2023 Q1 2023
Central Bank & Trust CO

BUY
 -
16
New
$1.12K - $1.49K
16 $1.31K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
16
New
$1.12K - $1.49K
16 $1.31K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
9
+ 0.3%
$627 - $841
3.03K $249K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
7
New
$488 - $654
7 $574
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
7
+ 0.15%
$488 - $654
4.75K $390K
Apr 18, 2023 Q1 2023
Johnson Midwest Financial, LLC

BUY
 -
6
+ 0.15%
$418 - $560
3.93K $322K

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