Purchases and Sales Made in Q4 2024 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.03KNew |
$377K - $459K
|
5.03K
$413K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
4.83K+ 4.82% |
$362K - $441K
|
105K
$8.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.8KNew |
$360K - $438K
|
4.8K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
4.73K+ 54.04% |
$354K - $432K
|
13.5K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.62K+ 121.71% |
$346K - $422K
|
8.41K
$690K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4.56K+ 18.48% |
$341K - $416K
|
29.2K
$2.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.48K+ 4.38% |
$335K - $409K
|
107K
$8.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.39K+ 43.81% |
$329K - $400K
|
14.4K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
4.35KNew |
$325K - $397K
|
4.35K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.29K+ 115.56% |
$321K - $391K
|
7.99K
$656K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.28KNew |
$321K - $391K
|
4.28K
$351K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
4.1K+ 3.96% |
$307K - $374K
|
108K
$8.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
4.04K+ 54.4% |
$302K - $368K
|
11.5K
$940K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
3.97KNew |
$297K - $362K
|
3.97K
$325K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.93KNew |
$294K - $359K
|
3.93K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
3.75K+ 7.93% |
$281K - $342K
|
51K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.73K+ 13.88% |
$279K - $340K
|
30.6K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.65KNew |
$273K - $333K
|
3.65K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.6KNew |
$270K - $328K
|
3.6K
$295K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.52KNew |
$264K - $321K
|
3.52K
$289K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.5KNew |
$262K - $319K
|
3.5K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.48K+ 21.11% |
$260K - $317K
|
20K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
3.46K+ 112.4% |
$259K - $316K
|
6.54K
$537K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
3.45K+ 21.4% |
$259K - $315K
|
19.6K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.43K+ 8.5% |
$257K - $313K
|
43.7K
$3.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
3.39K+ 53.69% |
$254K - $309K
|
9.7K
$795K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.35KNew |
$251K - $305K
|
3.35K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
3.11KNew |
$233K - $284K
|
3.11K
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.09K+ 76.2% |
$232K - $282K
|
7.15K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
3.09K+ 5.68% |
$231K - $282K
|
57.4K
$4.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.06K+ 17.36% |
$229K - $279K
|
20.7K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
2.92KNew |
$219K - $266K
|
2.92K
$239K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
2.9KNew |
$217K - $265K
|
2.9K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.79K+ 4.02% |
$209K - $254K
|
72K
$5.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
2.76K+ 13.7% |
$207K - $252K
|
22.9K
$1.88M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.71KNew |
$203K - $247K
|
2.71K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.66K+ 12.81% |
$199K - $242K
|
23.4K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
2.61K+ 1.85% |
$196K - $238K
|
143K
$11.8M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.59K+ 57.3% |
$194K - $236K
|
7.11K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.59KNew |
$194K - $236K
|
2.59K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.57K+ 61.54% |
$192K - $234K
|
6.74K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.48K+ 29.02% |
$186K - $227K
|
11K
$906K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.36K+ 344.17% |
$177K - $215K
|
3.05K
$250K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.22K+ 5.12% |
$167K - $203K
|
45.6K
$3.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.02K+ 2.79% |
$151K - $184K
|
74.2K
$6.09M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2K+ 22.47% |
$150K - $183K
|
10.9K
$894K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.95K+ 4.2% |
$146K - $178K
|
48.4K
$3.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.94K+ 63.44% |
$145K - $177K
|
4.99K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.87K+ 71.69% |
$140K - $171K
|
4.48K
$368K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.84KNew |
$138K - $168K
|
1.84K
$151K
|