Purchases and Sales Made in Q1 2022 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.7K+ 47.25% |
$367K - $450K
|
17.8K
$1.46M
|
|
May 13, 2022
Q1 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
5.66KNew |
$364K - $447K
|
5.66K
$466K
|
|
May 12, 2022
Q1 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
5.66K+ 55.64% |
$364K - $447K
|
15.8K
$1.3M
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
5.65KNew |
$363K - $446K
|
5.65K
$465K
|
|
May 16, 2022
Q1 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.63K+ 51.71% |
$362K - $444K
|
16.5K
$1.36M
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.6K+ 3.56% |
$360K - $442K
|
163K
$13.4M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.46K+ 80.63% |
$351K - $431K
|
12.2K
$1.01M
|
|
Apr 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5.33KNew |
$343K - $421K
|
5.33K
$439K
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.02KNew |
$323K - $396K
|
5.02K
$413K
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.99KNew |
$321K - $394K
|
4.99K
$411K
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.85KNew |
$312K - $383K
|
4.85K
$399K
|
|
Jun 20, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.82K+ 47.31% |
$310K - $380K
|
15K
$1.23M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
4.77KNew |
$307K - $376K
|
4.77K
$392K
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4.66K+ 5.1% |
$300K - $368K
|
96K
$7.91M
|
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.64KNew |
$298K - $366K
|
4.64K
$382K
|
|
May 16, 2022
Q1 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
4.6KNew |
$296K - $363K
|
4.6K
$379K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4.6K+ 8.87% |
$296K - $363K
|
56.4K
$4.64M
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.51KNew |
$291K - $356K
|
4.51K
$372K
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.48K+ 26.99% |
$288K - $353K
|
21.1K
$1.73M
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
4.4KNew |
$283K - $347K
|
4.4K
$362K
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
4.23KNew |
$272K - $334K
|
4.23K
$348K
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
4.1KNew |
$264K - $323K
|
4.1K
$337K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.06K+ 7.29% |
$262K - $321K
|
59.8K
$4.92M
|
|
May 03, 2022
Q1 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
4.01KNew |
$258K - $317K
|
4.01K
$330K
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4KNew |
$257K - $316K
|
4K
$329K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.99K+ 2829.79% |
$257K - $315K
|
4.13K
$340K
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.9KNew |
$251K - $308K
|
3.9K
$321K
|
|
May 13, 2022
Q1 2022
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.88K+ 7.31% |
$250K - $306K
|
57K
$4.69M
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
3.8K+ 47.04% |
$244K - $300K
|
11.9K
$977K
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.79KNew |
$244K - $299K
|
3.79K
$312K
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.66KNew |
$236K - $289K
|
3.66K
$301K
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.63K+ 3.82% |
$233K - $286K
|
98.6K
$8.12M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.61K+ 42.18% |
$232K - $285K
|
12.2K
$1M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.59KNew |
$231K - $284K
|
3.59K
$296K
|
|
May 16, 2022
Q1 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.58K+ 12.75% |
$231K - $283K
|
31.7K
$2.61M
|
|
May 09, 2022
Q1 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
3.55KNew |
$229K - $280K
|
3.55K
$292K
|
|
May 13, 2022
Q1 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
3.49KNew |
$225K - $276K
|
3.49K
$288K
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.48KNew |
$224K - $275K
|
3.48K
$287K
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
3.46K+ 1.16% |
$223K - $273K
|
303K
$24.9M
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.4KNew |
$219K - $268K
|
3.4K
$280K
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.34K+ 5.34% |
$215K - $264K
|
65.9K
$5.43M
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
3.21K+ 9.4% |
$207K - $254K
|
37.4K
$3.08M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.2KNew |
$206K - $253K
|
3.2K
$263K
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.09KNew |
$199K - $244K
|
3.09K
$254K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.07K+ 100.07% |
$198K - $242K
|
6.14K
$505K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.06KNew |
$197K - $242K
|
3.06K
$252K
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.02KNew |
$195K - $239K
|
3.02K
$249K
|
|
Apr 12, 2022
Q1 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3KNew |
$193K - $237K
|
3K
$247K
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
3K+ 70.59% |
$193K - $237K
|
7.25K
$597K
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
3KNew |
$193K - $237K
|
3K
$247K
|