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 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.57K+ 77.07% |
$504K - $565K
|
15.1K
$1.24M
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
6.56K+ 2.18% |
$503K - $564K
|
308K
$25.3M
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
6.36K+ 7.15% |
$488K - $547K
|
95.3K
$7.85M
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
6.14KNew |
$471K - $528K
|
6.14K
$506K
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.13K+ 11.85% |
$470K - $527K
|
57.8K
$4.76M
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.06K+ 8.91% |
$464K - $521K
|
74.1K
$6.1M
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6K+ 80.55% |
$460K - $516K
|
13.5K
$1.11M
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
5.81KNew |
$446K - $500K
|
5.81K
$479K
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
BUY
|
- |
5.79KNew |
$444K - $498K
|
5.79K
$477K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.38K+ 8.15% |
$413K - $463K
|
71.4K
$5.88M
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5.27KNew |
$404K - $453K
|
5.27K
$434K
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
BUY
|
- |
5.22K+ 27.78% |
$400K - $449K
|
24K
$1.98M
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
5.1KNew |
$391K - $439K
|
5.1K
$420K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
5.05K+ 4.93% |
$387K - $435K
|
108K
$8.86M
|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.65KNew |
$356K - $400K
|
4.65K
$383K
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
4.64KNew |
$355K - $399K
|
4.64K
$382K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.61K+ 14.55% |
$353K - $396K
|
36.3K
$2.99M
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
4.55K+ 3.4% |
$349K - $392K
|
138K
$11.4M
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.54KNew |
$348K - $391K
|
4.54K
$374K
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.51K+ 12.65% |
$345K - $388K
|
40.1K
$3.3M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.43KNew |
$340K - $381K
|
4.43K
$365K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.32K+ 4.52% |
$331K - $371K
|
99.8K
$8.21M
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.24KNew |
$325K - $365K
|
4.24K
$349K
|
|
Aug 09, 2024
Q2 2024
|
Denali Advisors LLC
|
BUY
|
- |
4.1K+ 61.67% |
$314K - $353K
|
10.7K
$885K
|
|
Aug 12, 2024
Q2 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
3.94K+ 0.97% |
$302K - $339K
|
410K
$33.8M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.72KNew |
$285K - $320K
|
3.72K
$306K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.71K+ 6.93% |
$285K - $319K
|
57.3K
$4.72M
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
3.71K+ 6.07% |
$284K - $319K
|
64.8K
$5.34M
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.65K+ 6.0% |
$280K - $314K
|
64.5K
$5.31M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.63KNew |
$278K - $312K
|
3.63K
$299K
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.55K+ 2.51% |
$272K - $305K
|
145K
$11.9M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.52K+ 21.42% |
$270K - $302K
|
19.9K
$1.64M
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
3.44KNew |
$263K - $296K
|
3.44K
$283K
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.41KNew |
$262K - $294K
|
3.41K
$281K
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.4K+ 3.51% |
$261K - $292K
|
100K
$8.26M
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
3.34KNew |
$256K - $287K
|
3.34K
$275K
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.33KNew |
$256K - $287K
|
3.33K
$274K
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.29K+ 1.96% |
$252K - $283K
|
171K
$14.1M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.19KNew |
$245K - $275K
|
3.19K
$263K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.18K+ 43.82% |
$243K - $273K
|
10.4K
$858K
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
3.12KNew |
$239K - $268K
|
3.12K
$257K
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.1KNew |
$238K - $267K
|
3.1K
$255K
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.1K+ 206.67% |
$238K - $267K
|
4.6K
$379K
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.1K+ 33.39% |
$237K - $266K
|
12.4K
$1.02M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.08KNew |
$236K - $265K
|
3.08K
$254K
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.07K+ 3.25% |
$235K - $264K
|
97.7K
$8.04M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.99KNew |
$230K - $258K
|
2.99K
$246K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.91KNew |
$223K - $250K
|
2.91K
$239K
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.9K+ 15.38% |
$223K - $250K
|
21.8K
$1.79M
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
2.85K+ 45.93% |
$219K - $245K
|
9.07K
$747K
|