Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Principal Financial Group Inc (PFG)  
$79.12 1.94 (2.39%) as of 4:30 Fri 4/26


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 720    23
Total shares held : 
 168,840,749  
% of shares held : 
 61.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -65  
Amount of shares held : 
 242,611  
% of shares held change : 
   0.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $70.21  
Last Quarter's Ending Price : 
 $78.67  
Last Quarter's Average Price : 
 $72.43  
Change from last quarter's     
avg. price to the last closing  : 
6.69 (9.24%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
48
 4,433,451
 2.63%
 
Increased Positions :
234
 7,643,956
 4.53%
 
Unchanged Positions :
162
 19,613,837
 11.62%
 
Decreased Positions :
276
-10,768,040
-6.38%
 
Closed Positions :
71
-1,066,756
-0.63%
 
Guru Positions :
2
6,621
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Adviser Investments LLC 512 *Closed 2023-12-31 0 $0 -3,957
   GRANTHAM MAYO VAN OTTERLOO & CO LLC 514 *Closed 2023-12-31 0 $0 -13,861
   ISAM Funds (UK) Ltd 195 *Closed 2023-12-31 0 $0 -20,532
   FDX ADVISORS, INC. 677 *Closed 2023-12-31 0 $0 -3,852
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 854 *Closed 2023-12-31 0 $0 -21,725
   Stonebridge Capital Advisors LLC 267 *Closed 2023-12-31 0 $0 -1,570
   BANQUE PICTET & CIE SA 331 *Closed 2023-12-31 0 $0 -20,081
   Authentikos Wealth Advisory LLC 112 *Closed 2023-12-31 0 $0 -569
   Coppell Advisory Solutions Corp. 239 *Closed 2023-03-31 0 $0 -122
   Virtus ETF Advisers LLC 436 *Closed 2023-12-31 0 $0 -8,928
   Flaharty Asset Management LLC 271 *Closed 2023-12-31 0 $0 -609
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1212 *Closed 2023-12-31 0 $0 -1,120
   Arlington Trust Co LLC 594 *Closed 2024-03-31 0 $0 -25
   SkyView Investment Advisors LLC 169 *Closed 2023-12-31 0 $0 -35
   DUALITY ADVISERS LP 640 *Closed 2023-12-31 0 $0 -9,649
   EARNEST PARTNERS LLC 427 *Closed 2023-12-31 0 $0 -116
   Auxano Advisors LLC 132 *Closed 2023-12-31 0 $0 -3,855
   MRP Capital Investments LLC 138 *Closed 2023-12-31 0 $0 -150
   Heartland Bank & Trust Co *Closed 2023-12-31 0 $0 -5,732
   AXQ CAPITAL LP 778 *Closed 2023-12-31 0 $0 -10,000
   Dynamic Technology Lab Private Ltd 1246 *Closed 2023-12-31 0 $0 -27,580
   MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH 182 *Closed 2024-03-31 0 $0 -21,193
   Envestnet Portfolio Solutions Inc. 1555 *Closed 2023-12-31 0 $0 -8,002
   PERSONAL CFO SOLUTIONS LLC 528 *Closed 2023-12-31 0 $0 -5,922
   Kapitalo Investimentos Ltda 593 *Closed 2023-12-31 0 $0 -123
   FIRST MANHATTAN CO 1446 *Closed 2023-12-31 0 $0 -158
   AM Squared Ltd 51 *Closed 2023-12-31 0 $0 -400
   Peterson Financial Group Inc. 125 *Closed 2024-03-31 0 $0 -6,007
   McGlone Suttner Wealth Management Inc. 657 *Closed 2024-03-31 0 $0 -1,439
   Annapolis Financial Services LLC 429 *Closed 2024-03-31 0 $0 -379
   ARGENT CAPITAL MANAGEMENT LLC 152 *Closed 2023-12-31 0 $0 -59,776
   VIRTU FINANCIAL LLC 1773 *Closed 2023-12-31 0 $0 -2,854
   VERITABLE LP 417 *Closed 2023-09-30 0 $0 -8,216
   VAN ECK ASSOCIATES CORP 1430 *Closed 2023-12-31 0 $0 -34,468
   Annis Gardner Whiting Capital Advisors LLC 715 *Closed 2023-12-31 0 $0 -1
   MT LUCAS MANAGEMENT CORP 162 *Closed 2023-12-31 0 $0 -25,916
   MERITAGE PORTFOLIO MANAGEMENT 340 *Closed 2023-12-31 0 $0 -41,833
   WESPAC ADVISORS, LLC 177 *Closed 2024-03-31 0 $0 -3,613
   Integrated Wealth Concepts LLC 1610 *Closed 2023-12-31 0 $0 -4,733
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1595 *Closed 2023-12-31 0 $0 -389
   ING GROEP NV 621 *Closed 2023-12-31 0 $0 -2,436
   AlphaCrest Capital Management LLC 1080 *Closed 2022-12-31 0 $0 -12,263
   Intrua Financial LLC 341 *Closed 2023-03-31 0 $0 -16,482
   BAKER AVENUE ASSET MANAGEMENT, LP 1400 *Closed 2023-12-31 0 $0 -147
   Rehmann Capital Advisory Group 559 *Closed 2023-12-31 0 $0 -2,980
   JT Stratford LLC 261 *Closed 2023-12-31 0 $0 -3,164
   Vident Investment Advisory LLC 997 *Closed 2023-09-30 0 $0 -28,069
   BKM Wealth Management LLC 477 *Closed 2024-03-31 0 $0 -200
   Dai-Ichi Life Insurance Company Ltd 471 *Closed 2023-12-31 0 $0 -2,843
   Burns Matteson Capital Management LLC 177 *Closed 2023-12-31 0 $0 -7,842
   Park Place Capital Corp 924 *Closed 2024-03-31 0 $0 -108
   CarsonAllaria Wealth Management Ltd. 375 *Closed 2023-12-31 0 $0 -100
   PROSPERA FINANCIAL SERVICES 1118 *Closed 2023-12-31 0 $0 -6,333
   Ergoteles LLC 807 *Closed 2023-09-30 0 $0 -13,885
   Optiver Holding B.V. 255 *Closed 2023-12-31 0 $0 -1,090
   Fund Management at Engine No. 1 LLC 400 *Closed 2023-12-31 0 $0 -3,179
   ESTATE COUNSELORS, LLC *Closed 2023-12-31 0 $0 -13,210
   GELLER FAMILY OFFICE SERVICES LLC 271 *Closed 2023-12-31 0 $0 -2,958
   Walleye Trading Advisors LLC 2434 *Closed 2023-12-31 0 $0 -73,220
   Pearl River Capital LLC 645 *Closed 2023-12-31 0 $0 -13,542
   BOLLARD GROUP LLC 376 *Closed 2023-12-31 0 $0 -15
   TWINBEECH CAPITAL LP 930 *Closed 2023-12-31 0 $0 -173,335
   SENTRY INVESTMENT MANAGEMENT INC 532 *Closed 2023-12-31 0 $0 -1,291
   Gillson Capital LP 83 *Closed 2023-12-31 0 $0 -322,491
   MAVEN SECURITIES Ltd 335 *Closed 2023-12-31 0 $0 -2,826
   Machina Capital S.A.S. 331 *Closed 2023-12-31 0 $0 -7,128
   AXA 1103 *Closed 2023-12-31 0 $0 -11,208
  67 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us