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 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6+ 0.25% |
$367 - $479
|
2.41K
$198K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 1.23% |
$306 - $399
|
410
$33.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 1.87% |
$306 - $399
|
272
$22.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.07% |
$245 - $319
|
5.96K
$491K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 1.01% |
$183 - $239
|
301
$24.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3+ 0.1% |
$183 - $239
|
3.11K
$256K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.83% |
$183 - $239
|
365
$30.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.44% |
$122 - $160
|
452
$37.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.38% |
$61.1 - $79.8
|
263
$21.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.06% |
$61.1 - $79.8
|
1.63K
$134K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 2.78% |
$61.1 - $79.8
|
37
$3.05K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.03% |
$61.1 - $79.8
|
3.56K
$293K
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 5.41% |
$122 - $160
|
35
$2.88K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 11.9% |
$306 - $399
|
37
$3.05K
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6- 0.11% |
$367 - $479
|
5.53K
$455K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-6- 0.88% |
$367 - $479
|
672
$55.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-10- 0.33% |
$611 - $798
|
3K
$247K
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
SELL
|
- |
-16- 0.13% |
$978 - $1.28K
|
12.4K
$1.02M
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-21- 2.14% |
$1.28K - $1.68K
|
960
$79K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-21- 8.47% |
$1.28K - $1.68K
|
227
$18.7K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-25- 60.98% |
$1.53K - $1.99K
|
16
$1.32K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-28- 1.12% |
$1.71K - $2.23K
|
2.48K
$204K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-30- 0.68% |
$1.83K - $2.39K
|
4.41K
$363K
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-36- 0.35% |
$2.2K - $2.87K
|
10.2K
$836K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-37- 1.2% |
$2.26K - $2.95K
|
3.05K
$251K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-41- 7.99% |
$2.51K - $3.27K
|
472
$38.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-43- 0.49% |
$2.63K - $3.43K
|
8.82K
$726K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-49- 0.93% |
$3K - $3.91K
|
5.23K
$431K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-49- 3.85% |
$3K - $3.91K
|
1.22K
$101K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-52- 0.29% |
$3.18K - $4.15K
|
17.6K
$1.45M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-58- 8.07% |
$3.55K - $4.63K
|
661
$54.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-65- 1.54% |
$3.97K - $5.19K
|
4.16K
$343K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-65- 10.3% |
$3.97K - $5.19K
|
566
$46.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-78- 0.53% |
$4.77K - $6.22K
|
14.6K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-80- 1.03% |
$4.89K - $6.38K
|
7.66K
$631K
|
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-80- 2.54% |
$4.89K - $6.38K
|
3.07K
$253K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-94- 2.72% |
$5.75K - $7.5K
|
3.36K
$276K
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.67% |
$6.11K - $7.98K
|
14.8K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-102- 2.85% |
$6.24K - $8.14K
|
3.48K
$286K
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-122- 1.1% |
$7.46K - $9.73K
|
11K
$902K
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-125- 3.39% |
$7.64K - $9.97K
|
3.56K
$293K
|
|
|
Sep 08, 2023
Q3 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-128- 1.25% |
$7.82K - $10.2K
|
10.1K
$830K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-133- 5.99% |
$8.13K - $10.6K
|
2.09K
$172K
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-138- 4.29% |
$8.44K - $11K
|
3.08K
$253K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-153- 4.32% |
$9.35K - $12.2K
|
3.39K
$279K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-157- 1.98% |
$9.6K - $12.5K
|
7.76K
$639K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-158- 3.63% |
$9.66K - $12.6K
|
4.2K
$346K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-160- 4.57% |
$9.78K - $12.8K
|
3.34K
$275K
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-163- 19.88% |
$9.96K - $13K
|
657
$54.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-165- 1.01% |
$10.1K - $13.2K
|
16.1K
$1.33M
|