Purchases and Sales Made in Q1 2024 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.74KNew |
$212K - $237K
|
2.74K
$226K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
2.72K+ 13.28% |
$210K - $234K
|
23.2K
$1.91M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.61KNew |
$202K - $225K
|
2.61K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.61K+ 388.81% |
$201K - $225K
|
3.28K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
2.6K+ 16.78% |
$200K - $224K
|
18.1K
$1.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.58K+ 466.25% |
$199K - $223K
|
3.14K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.58KNew |
$199K - $223K
|
2.58K
$212K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.53KNew |
$195K - $218K
|
2.53K
$208K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.52KNew |
$194K - $217K
|
2.52K
$207K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
2.51KNew |
$194K - $217K
|
2.51K
$207K
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.5KNew |
$193K - $216K
|
2.5K
$206K
|
|
|
May 02, 2024
Q1 2024
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
2.5KNew |
$193K - $216K
|
2.5K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$191K - $214K
|
2.48K
$204K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.47K+ 350.14% |
$190K - $213K
|
3.17K
$261K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.46KNew |
$190K - $212K
|
2.46K
$202K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
2.46KNew |
$190K - $212K
|
2.46K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.44KNew |
$188K - $210K
|
2.44K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.42KNew |
$187K - $209K
|
2.42K
$200K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.41KNew |
$186K - $208K
|
2.41K
$198K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2.4K+ 20.42% |
$185K - $207K
|
14.2K
$1.17M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.39K+ 17.0% |
$184K - $206K
|
16.4K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
2.38KNew |
$184K - $205K
|
2.38K
$196K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
2.37KNew |
$183K - $205K
|
2.37K
$195K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
2.33KNew |
$180K - $201K
|
2.33K
$191K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
2.32KNew |
$179K - $200K
|
2.32K
$191K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.12KNew |
$163K - $183K
|
2.12K
$174K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2KNew |
$154K - $173K
|
2K
$165K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1.99K+ 0.5% |
$154K - $172K
|
399K
$32.8M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.83K+ 58.72% |
$141K - $158K
|
4.94K
$407K
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.79K+ 21.84% |
$138K - $155K
|
10K
$823K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.75KNew |
$135K - $151K
|
1.75K
$144K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.7K+ 29.33% |
$131K - $147K
|
7.49K
$617K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.68K+ 2.55% |
$130K - $145K
|
67.7K
$5.57M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.65K+ 5.83% |
$127K - $142K
|
29.9K
$2.46M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.64K+ 9.58% |
$127K - $142K
|
18.8K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.6K+ 206.84% |
$124K - $138K
|
2.38K
$196K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.54K+ 230.83% |
$119K - $132K
|
2.2K
$181K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.46K+ 28.98% |
$112K - $126K
|
6.49K
$534K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.45KNew |
$112K - $125K
|
1.45K
$119K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.45K+ 21.4% |
$112K - $125K
|
8.22K
$677K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.4K+ 5.55% |
$108K - $121K
|
26.7K
$2.2M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.26K+ 17.36% |
$97.3K - $109K
|
8.53K
$702K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.24K+ 24.15% |
$95.7K - $107K
|
6.37K
$524K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.21K+ 12.35% |
$93.1K - $104K
|
11K
$903K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.18K+ 42.88% |
$91.3K - $102K
|
3.94K
$325K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.08K+ 4.26% |
$83.1K - $92.9K
|
26.4K
$2.17M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.07K+ 2.42% |
$82.7K - $92.4K
|
45.3K
$3.73M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 76.63% |
$79.7K - $89.2K
|
2.38K
$196K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.01K+ 25.73% |
$78K - $87.2K
|
4.94K
$406K
|
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
917+ 2.9% |
$70.8K - $79.1K
|
32.6K
$2.68M
|