Purchases and Sales Made in Q2 2024 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-380- 56.21% |
$29.1K - $32.7K
|
296
$20.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-387- 1.6% |
$29.7K - $33.3K
|
23.8K
$1.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-390- 78.16% |
$29.9K - $33.5K
|
109
$7.66K
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-406- 2.86% |
$31.1K - $34.9K
|
13.8K
$971K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-408- 2.45% |
$31.3K - $35.1K
|
16.2K
$1.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-415- 4.9% |
$31.8K - $35.7K
|
8.06K
$567K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-446- 6.48% |
$34.2K - $38.4K
|
6.43K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-473- 0.65% |
$36.3K - $40.7K
|
72.5K
$5.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-480- 9.34% |
$36.8K - $41.3K
|
4.66K
$327K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-504- 3.81% |
$38.6K - $43.3K
|
12.7K
$895K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-514- 3.98% |
$39.4K - $44.2K
|
12.4K
$871K
|
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-520- 2.85% |
$39.9K - $44.7K
|
17.7K
$1.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-551- 5.97% |
$42.2K - $47.4K
|
8.67K
$609K
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-586- 1.53% |
$44.9K - $50.4K
|
37.7K
$2.65M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 4.69% |
$46K - $51.6K
|
12.2K
$857K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-616- 9.02% |
$47.2K - $53K
|
6.22K
$437K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-626- 11.06% |
$48K - $53.8K
|
5.03K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-629- 87.48% |
$48.2K - $54.1K
|
90
$6.32K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-641- 80.43% |
$49.1K - $55.1K
|
156
$11K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-643- 3.63% |
$49.3K - $55.3K
|
17.1K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-645- 1.24% |
$49.4K - $55.5K
|
51.5K
$3.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-650- 8.56% |
$49.8K - $55.9K
|
6.94K
$488K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-656- 27.55% |
$50.3K - $56.4K
|
1.73K
$121K
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-753- 8.87% |
$57.7K - $64.8K
|
7.73K
$543K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-759- 77.93% |
$58.2K - $65.3K
|
215
$15.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-781- 16.19% |
$59.9K - $67.2K
|
4.04K
$284K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-787- 1.63% |
$60.3K - $67.7K
|
47.4K
$3.33M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-822- 6.12% |
$63K - $70.7K
|
12.6K
$886K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-835- 22.96% |
$64K - $71.8K
|
2.8K
$197K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-840- 20.65% |
$64.4K - $72.2K
|
3.23K
$227K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-845- 1.75% |
$64.8K - $72.7K
|
47.6K
$3.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-853- 2.65% |
$65.4K - $73.4K
|
31.3K
$2.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-861- 4.55% |
$66K - $74.1K
|
18.1K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-869- 2.07% |
$66.6K - $74.7K
|
41K
$2.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-870- 5.49% |
$66.7K - $74.8K
|
15K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-874- 0.91% |
$67K - $75.2K
|
95.2K
$6.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-879- 2.81% |
$67.4K - $75.6K
|
30.4K
$2.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-882- 1.43% |
$67.6K - $75.9K
|
60.9K
$4.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-896- 2.6% |
$68.7K - $77.1K
|
33.6K
$2.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-900- 7.83% |
$69K - $77.4K
|
10.6K
$745K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-903- 12.03% |
$69.2K - $77.7K
|
6.6K
$464K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-913- 9.01% |
$70K - $78.5K
|
9.22K
$648K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-920- 0.23% |
$70.5K - $79.1K
|
398K
$28M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-922- 15.87% |
$70.7K - $79.3K
|
4.89K
$343K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-970- 24.84% |
$74.4K - $83.4K
|
2.94K
$206K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
SELL
|
- |
-979- 1.49% |
$75.1K - $84.2K
|
64.6K
$4.54M
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 1.66% |
$76.7K - $86K
|
59.1K
$4.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.01K- 4.0% |
$77.7K - $87.1K
|
24.3K
$1.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.03K- 82.83% |
$79.1K - $88.8K
|
214
$15K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.05K- 3.76% |
$80.1K - $89.9K
|
26.8K
$1.88M
|