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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
490+ 14.24% |
$36.7K - $44.7K
|
3.93K
$322K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
489+ 2.06% |
$36.6K - $44.6K
|
24.2K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
488New |
$36.6K - $44.5K
|
488
$40K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
488+ 2.5% |
$36.6K - $44.5K
|
20K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
468+ 0.8% |
$35.1K - $42.7K
|
58.9K
$4.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
448+ 0.41% |
$33.6K - $40.9K
|
110K
$8.99M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
448New |
$33.6K - $40.9K
|
448
$36.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
440+ 16.09% |
$33K - $40.2K
|
3.17K
$260K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
422New |
$31.6K - $38.5K
|
422
$34.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
397+ 5.32% |
$29.7K - $36.2K
|
7.87K
$645K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
379New |
$28.4K - $34.6K
|
379
$31.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
376New |
$28.2K - $34.3K
|
376
$30.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
375+ 20.55% |
$28.1K - $34.2K
|
2.2K
$180K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
374New |
$28K - $34.1K
|
374
$30.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
353+ 9.22% |
$26.4K - $32.2K
|
4.18K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
344+ 12.44% |
$25.8K - $31.4K
|
3.11K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
332+ 0.95% |
$24.9K - $30.3K
|
35.4K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
324+ 1.89% |
$24.3K - $29.6K
|
17.5K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
319+ 144.34% |
$23.9K - $29.1K
|
540
$44.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
314+ 9.0% |
$23.5K - $28.7K
|
3.8K
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
301+ 10.1% |
$22.5K - $27.5K
|
3.28K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
297+ 3.04% |
$22.2K - $27.1K
|
10.1K
$827K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
295+ 0.53% |
$22.1K - $26.9K
|
56K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
287+ 4.48% |
$21.5K - $26.2K
|
6.69K
$549K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
276New |
$20.7K - $25.2K
|
276
$22.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
275+ 17.59% |
$20.6K - $25.1K
|
1.84K
$151K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
274+ 6.11% |
$20.5K - $25K
|
4.76K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
271+ 4.22% |
$20.3K - $24.7K
|
6.69K
$549K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
261+ 8.0% |
$19.6K - $23.8K
|
3.52K
$289K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
260+ 0.53% |
$19.5K - $23.7K
|
49.5K
$4.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
258+ 3.42% |
$19.3K - $23.5K
|
7.81K
$641K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
254+ 1.41% |
$19K - $23.2K
|
18.3K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
248New |
$18.6K - $22.6K
|
248
$20.3K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
236+ 37.58% |
$17.7K - $21.5K
|
864
$70.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
230New |
$17.2K - $21K
|
230
$18.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
229+ 8.52% |
$17.2K - $20.9K
|
2.92K
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
228+ 2.47% |
$17.1K - $20.8K
|
9.48K
$777K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
219+ 1.26% |
$16.4K - $20K
|
17.6K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
216+ 3.11% |
$16.2K - $19.7K
|
7.16K
$587K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
204+ 2.62% |
$15.3K - $18.6K
|
7.99K
$656K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
203+ 2.12% |
$15.2K - $18.5K
|
9.78K
$802K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
200+ 28.25% |
$15K - $18.3K
|
908
$74.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
200+ 4.76% |
$15K - $18.3K
|
4.4K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
200New |
$15K - $18.3K
|
200
$16.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
195+ 53.57% |
$14.6K - $17.8K
|
559
$45.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
194+ 6.77% |
$14.5K - $17.7K
|
3.06K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
185+ 2.49% |
$13.9K - $16.9K
|
7.61K
$624K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
185New |
$13.9K - $16.9K
|
185
$15.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
175+ 0.7% |
$13.1K - $16K
|
25.1K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
161+ 0.55% |
$12.1K - $14.7K
|
29.3K
$2.41M
|