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 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
720+ 60.56% |
$44K - $57.4K
|
1.91K
$162K
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
718+ 11.42% |
$43.9K - $57.3K
|
7.01K
$595K
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
703+ 4.03% |
$43K - $56.1K
|
18.1K
$1.54M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
632+ 11.26% |
$38.6K - $50.4K
|
6.24K
$530K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
620+ 106.35% |
$37.9K - $49.5K
|
1.2K
$102K
|
|
Nov 14, 2022
Q3 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
605+ 0.04% |
$37K - $48.3K
|
1.38M
$117M
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
560+ 3.41% |
$34.2K - $44.7K
|
17K
$1.44M
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
550New |
$33.6K - $43.9K
|
550
$46.7K
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
525+ 10.09% |
$32.1K - $41.9K
|
5.73K
$487K
|
|
Oct 13, 2022
Q3 2022
|
Unison Advisors LLC
|
BUY
|
- |
512+ 0.95% |
$31.3K - $40.8K
|
54.2K
$4.6M
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
510+ 61.74% |
$31.2K - $40.7K
|
1.34K
$113K
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
494+ 16.24% |
$30.2K - $39.4K
|
3.54K
$300K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
486New |
$29.7K - $38.8K
|
486
$41.3K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
481+ 2.3% |
$29.4K - $38.4K
|
21.4K
$1.81M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
472New |
$28.9K - $37.7K
|
472
$40.1K
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
435+ 2.74% |
$26.6K - $34.7K
|
16.3K
$1.39M
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
382+ 37.23% |
$23.4K - $30.5K
|
1.41K
$120K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
375+ 5.68% |
$22.9K - $29.9K
|
6.98K
$592K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
360+ 116.13% |
$22K - $28.7K
|
670
$56.9K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
348+ 7.68% |
$21.3K - $27.8K
|
4.88K
$415K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
346+ 2.83% |
$21.2K - $27.6K
|
12.6K
$1.07M
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
343+ 7.4% |
$21K - $27.4K
|
4.98K
$423K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
340+ 5666.67% |
$20.8K - $27.1K
|
346
$29.4K
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
340+ 2.28% |
$20.8K - $27.1K
|
15.3K
$1.3M
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
338+ 92.1% |
$20.7K - $27K
|
705
$59.9K
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
321New |
$19.6K - $25.6K
|
321
$27.3K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
318+ 2.47% |
$19.4K - $25.4K
|
13.2K
$1.12M
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
304+ 3.5% |
$18.6K - $24.3K
|
9K
$764K
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
299+ 4.62% |
$18.3K - $23.9K
|
6.76K
$575K
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
296+ 44.65% |
$18.1K - $23.6K
|
959
$81.5K
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
289+ 6.33% |
$17.7K - $23.1K
|
4.85K
$412K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
286+ 4.97% |
$17.5K - $22.8K
|
6.04K
$513K
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
278+ 3.46% |
$17K - $22.2K
|
8.31K
$706K
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
277+ 4.05% |
$16.9K - $22.1K
|
7.11K
$604K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
273+ 2.58% |
$16.7K - $21.8K
|
10.8K
$921K
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
250+ 5.53% |
$15.3K - $19.9K
|
4.77K
$405K
|
|
Nov 09, 2022
Q3 2022
|
Argent Capital Management LLC
|
BUY
|
- |
250+ 0.07% |
$15.3K - $19.9K
|
337K
$28.6M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
242+ 3.44% |
$14.8K - $19.3K
|
7.29K
$619K
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
237New |
$14.5K - $18.9K
|
237
$20.1K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
234+ 1.12% |
$14.3K - $18.7K
|
21.2K
$1.8M
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
218+ 726.67% |
$13.3K - $17.4K
|
248
$21.1K
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
197New |
$12K - $15.7K
|
197
$16.7K
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
194+ 11.63% |
$11.9K - $15.5K
|
1.86K
$158K
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
BUY
|
- |
192+ 0.04% |
$11.7K - $15.3K
|
445K
$37.8M
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
190+ 4.54% |
$11.6K - $15.2K
|
4.37K
$371K
|
|
Nov 14, 2022
Q3 2022
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
185+ 0.23% |
$11.3K - $14.8K
|
79.6K
$6.76M
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
178+ 2.94% |
$10.9K - $14.2K
|
6.24K
$530K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
166New |
$10.1K - $13.2K
|
166
$14.1K
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
163+ 2.78% |
$9.96K - $13K
|
6.03K
$512K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
158+ 161.22% |
$9.66K - $12.6K
|
256
$21.7K
|