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 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.82K+ 64.65% |
$136K - $166K
|
4.63K
$380K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.77K+ 6.44% |
$133K - $162K
|
29.3K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.73K+ 20.47% |
$130K - $158K
|
10.2K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.65K+ 19.9% |
$123K - $150K
|
9.93K
$815K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.62K+ 2.13% |
$121K - $148K
|
77.7K
$6.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.6K+ 1.75% |
$120K - $146K
|
93K
$7.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.56K+ 114.24% |
$117K - $143K
|
2.93K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.52K+ 4.4% |
$114K - $139K
|
36.1K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.36K+ 14.26% |
$102K - $124K
|
10.9K
$893K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
1.36K+ 14.26% |
$102K - $124K
|
10.9K
$893K
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
1.35K+ 1.2% |
$101K - $123K
|
114K
$9.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.27KNew |
$95.2K - $116K
|
1.27K
$104K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.25K+ 25.92% |
$93.3K - $114K
|
6.05K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
1.23KNew |
$91.8K - $112K
|
1.23K
$101K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.18K+ 19.91% |
$88.2K - $107K
|
7.09K
$582K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.14KNew |
$85.6K - $104K
|
1.14K
$93.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
1.09K+ 4.38% |
$81.7K - $99.5K
|
26K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 8.08% |
$80.9K - $98.6K
|
14.5K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.06K+ 6.7% |
$79.3K - $96.6K
|
16.9K
$1.38M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
972+ 0.25% |
$72.8K - $88.7K
|
398K
$32.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
948New |
$71K - $86.5K
|
948
$77.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
868+ 32.15% |
$65K - $79.2K
|
3.57K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
858+ 6.78% |
$64.3K - $78.3K
|
13.5K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
850+ 3.03% |
$63.7K - $77.6K
|
28.9K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
819+ 9.21% |
$61.4K - $74.7K
|
9.72K
$797K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
816New |
$61.1K - $74.5K
|
816
$66.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
742+ 19.37% |
$55.6K - $67.7K
|
4.57K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
733+ 12.84% |
$54.9K - $66.9K
|
6.44K
$528K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
700New |
$52.4K - $63.9K
|
700
$57.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
690+ 3.78% |
$51.7K - $63K
|
18.9K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
686New |
$51.4K - $62.6K
|
686
$56.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
661+ 25.93% |
$49.5K - $60.3K
|
3.21K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
660+ 8.83% |
$49.4K - $60.2K
|
8.14K
$667K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
653+ 0.81% |
$48.9K - $59.6K
|
81.7K
$6.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
644+ 23.05% |
$48.2K - $58.8K
|
3.44K
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
632+ 9.6% |
$47.3K - $57.7K
|
7.22K
$592K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
616+ 6.73% |
$46.1K - $56.2K
|
9.76K
$801K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
596New |
$44.6K - $54.4K
|
596
$48.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
583+ 4.7% |
$43.7K - $53.2K
|
13K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
566+ 1.5% |
$42.4K - $51.7K
|
38.3K
$3.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
536+ 12.74% |
$40.2K - $48.9K
|
4.74K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
532+ 2533.33% |
$39.9K - $48.6K
|
553
$45.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
530+ 3.76% |
$39.7K - $48.4K
|
14.6K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
524+ 19.07% |
$39.3K - $47.8K
|
3.27K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
519+ 4.32% |
$38.9K - $47.4K
|
12.5K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
519+ 0.51% |
$38.9K - $47.4K
|
101K
$8.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
509+ 5.1% |
$38.1K - $46.5K
|
10.5K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
502+ 0.39% |
$37.6K - $45.8K
|
128K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
493+ 6.41% |
$36.9K - $45K
|
8.19K
$671K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
492+ 1.54% |
$36.9K - $44.9K
|
32.4K
$2.66M
|