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 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.77KNew |
$213K - $238K
|
2.77K
$228K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.76K+ 38.72% |
$211K - $237K
|
9.88K
$813K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.76KNew |
$211K - $237K
|
2.76K
$227K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.72KNew |
$209K - $234K
|
2.72K
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.66K+ 41.7% |
$204K - $228K
|
9.03K
$743K
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
2.58K+ 6.42% |
$198K - $222K
|
42.7K
$3.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.57KNew |
$197K - $221K
|
2.57K
$212K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.53K+ 964.12% |
$194K - $217K
|
2.79K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.51K+ 11.1% |
$193K - $216K
|
25.2K
$2.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.5K+ 6.48% |
$192K - $215K
|
41.1K
$3.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.49K+ 0.52% |
$191K - $214K
|
478K
$39.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.47K+ 11.65% |
$189K - $212K
|
23.7K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.35K+ 120.69% |
$180K - $202K
|
4.29K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 10.07% |
$177K - $199K
|
25.2K
$2.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.23K+ 2.41% |
$171K - $191K
|
94.5K
$7.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.2KNew |
$169K - $189K
|
2.2K
$181K
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.08K+ 33.92% |
$159K - $179K
|
8.21K
$676K
|
|
|
Aug 14, 2024
Q2 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.99K+ 40.29% |
$153K - $171K
|
6.94K
$571K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.99K+ 5.75% |
$153K - $171K
|
36.6K
$3.02M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.98KNew |
$151K - $170K
|
1.98K
$163K
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.96K+ 2.56% |
$150K - $169K
|
78.6K
$6.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.77K+ 6.64% |
$136K - $152K
|
28.5K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.73K+ 31.64% |
$133K - $149K
|
7.2K
$593K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.65K+ 6.5% |
$127K - $142K
|
27.1K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.63K+ 1.68% |
$125K - $140K
|
98.5K
$8.11M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.63K+ 83.93% |
$125K - $140K
|
3.57K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
1.61K+ 6.95% |
$123K - $138K
|
24.8K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.6K+ 0.02% |
$123K - $138K
|
6.6M
$544M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.55KNew |
$119K - $134K
|
1.55K
$128K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.55K+ 3.22% |
$119K - $133K
|
49.8K
$4.1M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.54K+ 12.79% |
$118K - $132K
|
13.6K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.51K+ 6.97% |
$116K - $130K
|
23.2K
$1.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.48K+ 2.09% |
$114K - $127K
|
72.3K
$5.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.47K+ 8.44% |
$112K - $126K
|
18.8K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.46KNew |
$112K - $126K
|
1.46K
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
1.4K+ 36.65% |
$107K - $120K
|
5.22K
$430K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.39K+ 301.3% |
$107K - $120K
|
1.85K
$153K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.39K+ 5.18% |
$106K - $119K
|
28.2K
$2.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.37K+ 7.59% |
$105K - $118K
|
19.4K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
1.32K+ 3.11% |
$101K - $113K
|
43.8K
$3.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
1.19K+ 23.29% |
$91.5K - $103K
|
6.32K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.18K+ 11.75% |
$90.1K - $101K
|
11.2K
$920K
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
1.16K+ 1.85% |
$89.2K - $100K
|
63.9K
$5.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.16KNew |
$88.7K - $99.5K
|
1.16K
$95.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.13K+ 6.59% |
$86.4K - $96.9K
|
18.2K
$1.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.13K+ 39.48% |
$86.3K - $96.8K
|
3.98K
$328K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.1KNew |
$84.5K - $94.8K
|
1.1K
$90.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.1KNew |
$84.1K - $94.4K
|
1.1K
$90.3K
|
|
|
Feb 07, 2025
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.07K+ 1.47% |
$82.2K - $92.2K
|
74.1K
$6.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.07K+ 1.47% |
$82.2K - $92.2K
|
74.1K
$6.1M
|