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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
238+ 0.39% |
$18.4K - $20.5K
|
61.8K
$5.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
236+ 4.83% |
$18.2K - $20.4K
|
5.13K
$422K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
201+ 18.39% |
$15.5K - $17.3K
|
1.29K
$107K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
200New |
$15.4K - $17.3K
|
200
$16.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
196+ 0.6% |
$15.1K - $16.9K
|
32.9K
$2.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
195New |
$15.1K - $16.8K
|
195
$16.1K
|
|
|
May 03, 2024
Q1 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
195+ 7.53% |
$15.1K - $16.8K
|
2.78K
$229K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
180+ 12.86% |
$13.9K - $15.5K
|
1.58K
$130K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
178+ 3.56% |
$13.7K - $15.4K
|
5.17K
$426K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
176+ 0.46% |
$13.6K - $15.2K
|
38.6K
$3.18M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
170+ 1.15% |
$13.1K - $14.7K
|
14.9K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
160+ 3.11% |
$12.4K - $13.8K
|
5.3K
$436K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
155+ 0.58% |
$12K - $13.4K
|
27K
$2.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
151+ 4.99% |
$11.7K - $13K
|
3.18K
$262K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
150+ 15.0% |
$11.6K - $12.9K
|
1.15K
$94.7K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
141+ 1.75% |
$10.9K - $12.2K
|
8.22K
$676K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
135+ 2.46% |
$10.4K - $11.7K
|
5.62K
$463K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
131New |
$10.1K - $11.3K
|
131
$10.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
120+ 83.33% |
$9.26K - $10.4K
|
264
$21.7K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
119+ 0.25% |
$9.19K - $10.3K
|
48.2K
$3.96M
|
|
|
May 09, 2024
Q1 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
116+ 0.8% |
$8.96K - $10K
|
14.6K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
110+ 12.4% |
$8.49K - $9.49K
|
997
$82.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
108New |
$8.34K - $9.32K
|
108
$8.89K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
107+ 3.54% |
$8.26K - $9.24K
|
3.13K
$257K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
106+ 3.16% |
$8.18K - $9.15K
|
3.46K
$285K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
96New |
$7.41K - $8.29K
|
96
$7.9K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
95+ 3.0% |
$7.33K - $8.2K
|
3.26K
$269K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
92+ 7.76% |
$7.1K - $7.94K
|
1.28K
$105K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
91+ 505.56% |
$7.03K - $7.85K
|
109
$8.97K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
88+ 1.19% |
$6.79K - $7.6K
|
7.51K
$618K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
86+ 1.54% |
$6.64K - $7.42K
|
5.66K
$466K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
85+ 1.74% |
$6.56K - $7.34K
|
4.97K
$409K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
85+ 12.11% |
$6.56K - $7.34K
|
787
$64.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
80New |
$6.18K - $6.9K
|
80
$6.59K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
78+ 8.86% |
$6.02K - $6.73K
|
958
$78.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
76+ 1.78% |
$5.87K - $6.56K
|
4.34K
$358K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
75+ 0.09% |
$5.79K - $6.47K
|
82K
$6.75M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
71+ 1.41% |
$5.48K - $6.13K
|
5.11K
$420K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
70+ 0.14% |
$5.4K - $6.04K
|
48.4K
$3.99M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
63+ 3.8% |
$4.86K - $5.44K
|
1.72K
$142K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
61New |
$4.71K - $5.26K
|
61
$5.02K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
60+ 80.0% |
$4.63K - $5.18K
|
135
$11.1K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60+ 1.84% |
$4.63K - $5.18K
|
3.32K
$274K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
57+ 0.18% |
$4.4K - $4.92K
|
31.7K
$2.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
55+ 8.94% |
$4.25K - $4.75K
|
670
$55.2K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
52+ 15.2% |
$4.01K - $4.49K
|
394
$32.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
48+ 1.4% |
$3.71K - $4.14K
|
3.49K
$287K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
48+ 1.84% |
$3.71K - $4.14K
|
2.66K
$219K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
46+ 1.47% |
$3.55K - $3.97K
|
3.17K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
41+ 1.47% |
$3.17K - $3.54K
|
2.83K
$233K
|