Purchases and Sales Made in Q3 2022 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.84K+ 23.93% |
$357K - $466K
|
30.2K
$2.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.81K+ 113.67% |
$355K - $464K
|
10.9K
$900K
|
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.63KNew |
$344K - $449K
|
5.63K
$463K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.35K+ 17.77% |
$327K - $427K
|
35.5K
$2.92M
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5.29K+ 6.28% |
$323K - $422K
|
89.5K
$7.37M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
5.13KNew |
$313K - $409K
|
5.13K
$422K
|
|
|
Nov 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.95K+ 25.38% |
$302K - $395K
|
24.4K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.8K+ 41.4% |
$293K - $383K
|
16.4K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.64KNew |
$283K - $370K
|
4.64K
$382K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.53KNew |
$277K - $361K
|
4.53K
$373K
|
|
|
Nov 14, 2022
Q3 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.49K+ 10.51% |
$275K - $358K
|
47.2K
$3.89M
|
|
|
Nov 22, 2022
Q3 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
4.47K+ 25.33% |
$273K - $357K
|
22.1K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.32K+ 10.62% |
$264K - $344K
|
45K
$3.7M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
3.93K+ 5.34% |
$240K - $313K
|
77.4K
$6.37M
|
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
3.86KNew |
$236K - $308K
|
3.86K
$317K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.74KNew |
$229K - $298K
|
3.74K
$308K
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.68K+ 76.6% |
$225K - $294K
|
8.48K
$698K
|
|
|
Nov 14, 2022
Q3 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
3.65KNew |
$223K - $291K
|
3.65K
$301K
|
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
3.62K+ 35.58% |
$221K - $289K
|
13.8K
$1.14M
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.56KNew |
$217K - $284K
|
3.56K
$293K
|
|
|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$214K - $279K
|
3.5K
$288K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.5KNew |
$214K - $279K
|
3.5K
$288K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
3.47KNew |
$212K - $277K
|
3.47K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.29KNew |
$201K - $263K
|
3.29K
$271K
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
3.28K+ 14.49% |
$200K - $261K
|
25.9K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.25KNew |
$199K - $259K
|
3.25K
$268K
|
|
|
Nov 10, 2022
Q3 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
3.2K+ 23.88% |
$196K - $255K
|
16.6K
$1.37M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.14KNew |
$192K - $250K
|
3.14K
$258K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.12KNew |
$190K - $249K
|
3.12K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3.09K+ 2.0% |
$189K - $247K
|
157K
$13M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.98KNew |
$182K - $238K
|
2.98K
$246K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.96K+ 25.03% |
$181K - $236K
|
14.8K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.96K+ 16.09% |
$181K - $236K
|
21.4K
$1.76M
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.95KNew |
$180K - $235K
|
2.95K
$243K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.94KNew |
$180K - $235K
|
2.94K
$242K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.91K+ 1400.0% |
$178K - $232K
|
3.12K
$257K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.91KNew |
$178K - $232K
|
2.91K
$240K
|
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.91KNew |
$178K - $232K
|
2.91K
$239K
|
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
BUY
|
- |
2.91KNew |
$178K - $232K
|
2.91K
$239K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
2.85K+ 40.88% |
$174K - $228K
|
9.84K
$810K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.85KNew |
$174K - $228K
|
2.85K
$235K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.84KNew |
$173K - $226K
|
2.84K
$234K
|
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.83KNew |
$173K - $225K
|
2.83K
$233K
|
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.81K+ 4.75% |
$171K - $224K
|
61.8K
$5.09M
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
BUY
|
- |
2.8KNew |
$171K - $223K
|
2.8K
$230K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.8KNew |
$171K - $223K
|
2.8K
$230K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.78KNew |
$170K - $221K
|
2.78K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.67K+ 4.3% |
$163K - $213K
|
64.8K
$5.34M
|
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
2.61K+ 27.44% |
$159K - $208K
|
12.1K
$997K
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.57K+ 3.93% |
$157K - $205K
|
67.9K
$5.59M
|