Purchases and Sales Made in Q2 2023 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.7K- 25.29% |
$111K - $131K
|
5.01K
$413K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.71K- 2.71% |
$112K - $132K
|
61.4K
$5.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.75K- 2.01% |
$115K - $135K
|
85.1K
$7.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.77K- 17.86% |
$116K - $137K
|
8.16K
$672K
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.79K- 2.04% |
$117K - $138K
|
85.7K
$7.06M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.82K- 1.37% |
$119K - $140K
|
131K
$10.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.02K- 7.82% |
$132K - $155K
|
23.7K
$1.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.07K- 20.9% |
$136K - $160K
|
7.85K
$646K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.22K- 12.31% |
$145K - $171K
|
15.8K
$1.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.3K- 7.69% |
$151K - $177K
|
27.6K
$2.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.33K- 64.35% |
$153K - $180K
|
1.29K
$106K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.35K- 10.2% |
$154K - $181K
|
20.7K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.35K- 6.45% |
$154K - $181K
|
34K
$2.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.35K- 1.78% |
$154K - $181K
|
130K
$10.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.47K- 30.77% |
$162K - $190K
|
5.55K
$457K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.58K- 1.27% |
$169K - $199K
|
201K
$16.5M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.58K- 9.53% |
$169K - $199K
|
24.5K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.65K- 0.21% |
$173K - $204K
|
1.28M
$105M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.72K- 15.36% |
$178K - $210K
|
15K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-2.78K- 3.13% |
$182K - $214K
|
86K
$7.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.94K- 8.37% |
$193K - $227K
|
32.2K
$2.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-2.95K- 7.99% |
$193K - $227K
|
34K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2.97K- 0.97% |
$194K - $229K
|
304K
$25.1M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.98K- 13.18% |
$195K - $230K
|
19.6K
$1.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-2.99K- 15.07% |
$196K - $231K
|
16.9K
$1.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-3K- 8.4% |
$196K - $231K
|
32.7K
$2.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.05K- 48.23% |
$200K - $235K
|
3.27K
$269K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-3.06K- 1.81% |
$200K - $236K
|
166K
$13.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-3.1K- 31.96% |
$203K - $239K
|
6.6K
$543K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3.26KClosed |
$213K - $251K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-3.27K- 5.95% |
$214K - $252K
|
51.7K
$4.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.31K- 56.45% |
$217K - $256K
|
2.56K
$211K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.45K- 45.35% |
$226K - $266K
|
4.15K
$342K
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.67K- 1.33% |
$240K - $283K
|
271K
$22.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.92K- 13.8% |
$256K - $302K
|
24.5K
$2.01M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.92K- 13.8% |
$256K - $302K
|
24.5K
$2.01M
|
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.07K- 1.31% |
$267K - $314K
|
306K
$25.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-4.09K- 24.17% |
$268K - $315K
|
12.8K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.16K- 23.39% |
$272K - $321K
|
13.6K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.16K- 44.75% |
$272K - $321K
|
5.14K
$423K
|
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-4.19K- 5.47% |
$275K - $323K
|
72.5K
$5.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-4.29K- 48.92% |
$281K - $331K
|
4.48K
$369K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-4.83K- 6.78% |
$316K - $372K
|
66.3K
$5.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.06K- 64.39% |
$331K - $390K
|
2.8K
$230K
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-5.07K- 6.12% |
$332K - $391K
|
77.6K
$6.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-5.23K- 31.63% |
$343K - $404K
|
11.3K
$932K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-5.24K- 16.36% |
$343K - $404K
|
26.8K
$2.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-5.5K- 42.98% |
$360K - $424K
|
7.3K
$601K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.6K- 9.37% |
$367K - $432K
|
54.2K
$4.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-6.15K- 7.2% |
$402K - $474K
|
79.2K
$6.52M
|