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 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-19- 0.49% |
$1.24K - $1.47K
|
3.86K
$318K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-19- 0.63% |
$1.24K - $1.47K
|
2.99K
$246K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-19- 2.83% |
$1.24K - $1.47K
|
653
$53.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-22- 13.33% |
$1.44K - $1.7K
|
143
$11.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-23- 0.27% |
$1.51K - $1.77K
|
8.37K
$689K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23- 16.91% |
$1.51K - $1.77K
|
113
$9.3K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23- 16.91% |
$1.51K - $1.77K
|
113
$9.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-25- 5.21% |
$1.64K - $1.93K
|
455
$37.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-25- 0.63% |
$1.64K - $1.93K
|
3.96K
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-29- 0.54% |
$1.9K - $2.24K
|
5.38K
$443K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-32- 0.45% |
$2.09K - $2.47K
|
7.12K
$586K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 1.35% |
$2.16K - $2.54K
|
2.41K
$198K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-37- 5.2% |
$2.42K - $2.85K
|
674
$55.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-40- 0.74% |
$2.62K - $3.08K
|
5.38K
$443K
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-45- 1.36% |
$2.95K - $3.47K
|
3.26K
$268K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-49- 8.11% |
$3.21K - $3.78K
|
555
$45.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-50- 12.2% |
$3.27K - $3.86K
|
360
$29.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-50- 0.4% |
$3.27K - $3.86K
|
12.3K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-50- 0.83% |
$3.27K - $3.86K
|
6K
$494K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-51- 1.1% |
$3.34K - $3.93K
|
4.6K
$378K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-56- 0.28% |
$3.67K - $4.32K
|
19.8K
$1.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-61- 1.74% |
$3.99K - $4.7K
|
3.45K
$284K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-62- 0.98% |
$4.06K - $4.78K
|
6.27K
$516K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-62- 0.98% |
$4.06K - $4.78K
|
6.27K
$516K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-64- 30.19% |
$4.19K - $4.94K
|
148
$12.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-69- 0.77% |
$4.52K - $5.32K
|
8.93K
$735K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-70- 2.53% |
$4.58K - $5.4K
|
2.7K
$222K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-70- 4.61% |
$4.58K - $5.4K
|
1.45K
$119K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-72- 1.1% |
$4.71K - $5.55K
|
6.5K
$535K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-75- 2.13% |
$4.91K - $5.78K
|
3.44K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-77- 1.4% |
$5.04K - $5.94K
|
5.41K
$445K
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-79- 1.8% |
$5.17K - $6.09K
|
4.31K
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-84- 0.26% |
$5.5K - $6.48K
|
32.5K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-93- 2.6% |
$6.09K - $7.17K
|
3.49K
$287K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-93- 0.19% |
$6.09K - $7.17K
|
48.5K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-98- 38.28% |
$6.42K - $7.56K
|
158
$13K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-100- 1.08% |
$6.55K - $7.71K
|
9.16K
$754K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-101- 12.7% |
$6.61K - $7.79K
|
694
$57.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-106- 3.1% |
$6.94K - $8.17K
|
3.31K
$272K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-110- 1.29% |
$7.2K - $8.48K
|
8.41K
$692K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-112- 0.42% |
$7.33K - $8.64K
|
26.7K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-120- 1.58% |
$7.86K - $9.25K
|
7.49K
$616K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-124- 0.2% |
$8.12K - $9.56K
|
62.1K
$5.11M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-140- 0.99% |
$9.16K - $10.8K
|
14K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-142- 0.22% |
$9.3K - $10.9K
|
65.4K
$5.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-151- 3.07% |
$9.88K - $11.6K
|
4.77K
$393K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-153- 34.08% |
$10K - $11.8K
|
296
$24.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-156- 21.7% |
$10.2K - $12K
|
563
$46.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-159- 2.47% |
$10.4K - $12.3K
|
6.28K
$517K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-160- 2.26% |
$10.5K - $12.3K
|
6.92K
$569K
|