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 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-334- 1.25% |
$21.5K - $26.4K
|
26.4K
$2.17M
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-335Closed |
$21.6K - $26.4K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-348- 0.53% |
$22.4K - $27.5K
|
65K
$5.36M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-365Closed |
$23.5K - $28.8K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-375- 16.94% |
$24.1K - $29.6K
|
1.84K
$151K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-379- 12.05% |
$24.4K - $29.9K
|
2.77K
$228K
|
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-406- 7.18% |
$26.1K - $32.1K
|
5.25K
$432K
|
|
|
May 13, 2022
Q1 2022
|
Candriam S.C.A.
|
SELL
|
- |
-430- 1.93% |
$27.7K - $33.9K
|
21.8K
$1.8M
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
SELL
|
- |
-441- 2.85% |
$28.4K - $34.8K
|
15K
$1.24M
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-452- 22.35% |
$29.1K - $35.7K
|
1.57K
$129K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-456- 7.55% |
$29.4K - $36K
|
5.58K
$459K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-485Closed |
$31.2K - $38.3K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-505- 1.05% |
$32.5K - $39.9K
|
47.4K
$3.9M
|
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-520- 2.57% |
$33.5K - $41.1K
|
19.7K
$1.62M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-538- 1.62% |
$34.6K - $42.5K
|
32.7K
$2.7M
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-590- 7.41% |
$38K - $46.6K
|
7.37K
$607K
|
|
|
May 16, 2022
Q1 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-655Closed |
$42.2K - $51.7K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Adams Wealth Management
|
SELL
|
- |
-655- 5.06% |
$42.2K - $51.7K
|
12.3K
$1.01M
|
|
|
Apr 28, 2022
Q1 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-675- 14.77% |
$43.4K - $53.3K
|
3.9K
$321K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-703- 3.9% |
$45.3K - $55.5K
|
17.3K
$1.42M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-709- 12.87% |
$45.6K - $56K
|
4.8K
$395K
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-763- 1.1% |
$49.1K - $60.2K
|
68.5K
$5.64M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-766- 2.05% |
$49.3K - $60.5K
|
36.6K
$3.01M
|
|
|
Jun 07, 2022
Q1 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-767- 4.17% |
$49.4K - $60.6K
|
17.6K
$1.45M
|
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-821- 3.95% |
$52.8K - $64.8K
|
20K
$1.64M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-842- 5.71% |
$54.2K - $66.5K
|
13.9K
$1.15M
|
|
|
Apr 28, 2022
Q1 2022
|
Edmp, Inc.
|
SELL
|
- |
-853- 2.13% |
$54.9K - $67.3K
|
39.2K
$3.23M
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-883Closed |
$56.8K - $69.7K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-922Closed |
$59.3K - $72.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-923- 3.55% |
$59.4K - $72.9K
|
25.1K
$2.07M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-924- 0.24% |
$59.5K - $72.9K
|
381K
$31.4M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-925- 1.38% |
$59.5K - $73K
|
66K
$5.43M
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-952- 14.84% |
$61.3K - $75.2K
|
5.46K
$450K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.09K- 9.44% |
$70.3K - $86.2K
|
10.5K
$863K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.1KClosed |
$70.8K - $86.8K
|
0
$0
|
|
|
Apr 01, 2022
Q1 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.1K- 7.21% |
$70.8K - $86.8K
|
14.2K
$1.17M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-1.16K- 1.76% |
$74.7K - $91.7K
|
64.8K
$5.33M
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.19K- 1.45% |
$76.4K - $93.7K
|
80.5K
$6.63M
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.2K- 9.05% |
$77.4K - $95K
|
12.1K
$995K
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.23K- 19.64% |
$79K - $96.9K
|
5.02K
$413K
|
|
|
May 12, 2022
Q1 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.23KClosed |
$79.2K - $97.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 0.78% |
$80.1K - $98.3K
|
158K
$13M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.29K- 7.12% |
$83.2K - $102K
|
16.8K
$1.39M
|
|
|
May 11, 2022
Q1 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.3K- 3.09% |
$83.6K - $103K
|
40.8K
$3.36M
|
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-1.3KClosed |
$83.7K - $103K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.31K- 22.92% |
$84.4K - $104K
|
4.41K
$363K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.33K- 6.86% |
$85.5K - $105K
|
18K
$1.49M
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-1.38K- 6.79% |
$89.1K - $109K
|
19K
$1.57M
|
|
|
May 13, 2022
Q1 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.4K- 2.95% |
$90.1K - $111K
|
46.1K
$3.8M
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-1.41K- 13.21% |
$90.9K - $111K
|
9.28K
$764K
|