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 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
890+ 27.51% |
$68.7K - $76.8K
|
4.13K
$340K
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
879+ 16.41% |
$67.9K - $75.9K
|
6.24K
$513K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
847+ 70.23% |
$65.4K - $73.1K
|
2.05K
$169K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
764+ 1.27% |
$59K - $65.9K
|
61K
$5.02M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
763+ 12.57% |
$58.9K - $65.9K
|
6.83K
$562K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
738+ 24.81% |
$57K - $63.7K
|
3.71K
$306K
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
705+ 1.24% |
$54.4K - $60.8K
|
57.3K
$4.72M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
702+ 1.87% |
$54.2K - $60.6K
|
38.1K
$3.14M
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
700+ 7.98% |
$54K - $60.4K
|
9.48K
$780K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
692+ 1.48% |
$53.4K - $59.7K
|
47.3K
$3.89M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
681+ 3.23% |
$52.6K - $58.8K
|
21.8K
$1.79M
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
673+ 4.09% |
$52K - $58.1K
|
17.1K
$1.41M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
667+ 397.02% |
$51.5K - $57.6K
|
835
$68.7K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
648+ 13.2% |
$50K - $55.9K
|
5.56K
$458K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
639+ 2.3% |
$49.3K - $55.2K
|
28.5K
$2.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
636+ 3.73% |
$49.1K - $54.9K
|
17.7K
$1.46M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
626New |
$48.3K - $54K
|
626
$51.5K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
624+ 360.69% |
$48.2K - $53.9K
|
797
$65.6K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
606+ 126.51% |
$46.8K - $52.3K
|
1.09K
$89.3K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
570+ 8.98% |
$44K - $49.2K
|
6.92K
$570K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
516New |
$39.8K - $44.5K
|
516
$42.5K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
503+ 1.48% |
$38.8K - $43.4K
|
34.6K
$2.85M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
500New |
$38.6K - $43.2K
|
500
$41.2K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
482+ 1.42% |
$37.2K - $41.6K
|
34.3K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
475+ 2.54% |
$36.7K - $41K
|
19.2K
$1.58M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
457+ 22.69% |
$35.3K - $39.4K
|
2.47K
$203K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
450+ 7.0% |
$34.7K - $38.8K
|
6.88K
$566K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
424+ 0.67% |
$32.7K - $36.6K
|
63.7K
$5.24M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
424+ 9.31% |
$32.7K - $36.6K
|
4.98K
$410K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
423+ 12.87% |
$32.7K - $36.5K
|
3.71K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
418+ 11.36% |
$32.3K - $36.1K
|
4.1K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
412+ 0.43% |
$31.8K - $35.6K
|
96.9K
$7.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
396New |
$30.6K - $34.2K
|
396
$32.6K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
380+ 319.33% |
$29.3K - $32.8K
|
499
$41.1K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
364+ 2.45% |
$28.1K - $31.4K
|
15.2K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
347+ 2.61% |
$26.8K - $29.9K
|
13.7K
$1.12M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
342+ 7.5% |
$26.4K - $29.5K
|
4.91K
$404K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
339+ 4.91% |
$26.2K - $29.3K
|
7.25K
$597K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
338+ 272.58% |
$26.1K - $29.2K
|
462
$38K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
329+ 6.51% |
$25.4K - $28.4K
|
5.38K
$443K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
312+ 3.67% |
$24.1K - $26.9K
|
8.81K
$725K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
300+ 1.32% |
$23.2K - $25.9K
|
23K
$1.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
287+ 72.29% |
$22.2K - $24.8K
|
684
$56.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
284+ 17.13% |
$21.9K - $24.5K
|
1.94K
$160K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
280New |
$21.6K - $24.2K
|
280
$23.1K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
278+ 3.39% |
$21.5K - $24K
|
8.49K
$699K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
276+ 5.36% |
$21.3K - $23.8K
|
5.43K
$447K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
276+ 2.13% |
$21.3K - $23.8K
|
13.2K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
275+ 4.0% |
$21.2K - $23.7K
|
7.15K
$589K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
257+ 3.08% |
$19.8K - $22.2K
|
8.6K
$708K
|