Purchases and Sales Made in Q4 2021 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
11.6K+ 18.03% |
$754K - $856K
|
75.8K
$6.44M
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
11.3K+ 280.64% |
$735K - $835K
|
15.3K
$1.3M
|
|
Feb 14, 2022
Q4 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
10.9KNew |
$708K - $804K
|
10.9K
$924K
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.9K+ 1557.88% |
$708K - $804K
|
11.6K
$983K
|
|
Feb 08, 2022
Q4 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
10.8K+ 16.67% |
$701K - $796K
|
75.4K
$6.4M
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
10.7KNew |
$696K - $790K
|
10.7K
$908K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.84K+ 334.95% |
$575K - $653K
|
11.5K
$975K
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
8.62KNew |
$561K - $637K
|
8.62K
$732K
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
8.45K+ 43.01% |
$550K - $625K
|
28.1K
$2.39M
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
8.13KNew |
$529K - $601K
|
8.13K
$691K
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.85K+ 12.12% |
$511K - $580K
|
72.5K
$6.16M
|
|
Feb 10, 2022
Q4 2021
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
7.7K+ 3.81% |
$501K - $569K
|
210K
$17.8M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.16K+ 88.05% |
$466K - $529K
|
15.3K
$1.3M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.97K+ 18.86% |
$454K - $515K
|
43.9K
$3.73M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
6.91K+ 7.41% |
$450K - $511K
|
100K
$8.51M
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
6.89KNew |
$449K - $509K
|
6.89K
$585K
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
6.8KNew |
$443K - $503K
|
6.8K
$578K
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.38K+ 77.71% |
$415K - $471K
|
14.6K
$1.24M
|
|
Feb 02, 2022
Q4 2021
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
6.09K+ 8.76% |
$396K - $450K
|
75.6K
$6.42M
|
|
Feb 11, 2022
Q4 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
6.01K+ 1.82% |
$391K - $444K
|
336K
$28.6M
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
6.01K+ 27.04% |
$391K - $444K
|
28.2K
$2.4M
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
5.84K+ 11.06% |
$380K - $432K
|
58.6K
$4.98M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.52K+ 39.86% |
$359K - $408K
|
19.4K
$1.65M
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.51KNew |
$359K - $407K
|
5.51K
$468K
|
|
Feb 11, 2022
Q4 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
5.46K+ 94.82% |
$355K - $403K
|
11.2K
$952K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
5.43K+ 2.11% |
$354K - $401K
|
263K
$22.3M
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.11K+ 134.63% |
$333K - $378K
|
8.9K
$756K
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
4.53KNew |
$295K - $335K
|
4.53K
$385K
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.49K+ 1.5% |
$293K - $332K
|
303K
$25.8M
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
4.47KNew |
$291K - $330K
|
4.47K
$379K
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
4.41KNew |
$287K - $326K
|
4.41K
$375K
|
|
Jan 31, 2022
Q4 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
4.4KNew |
$287K - $325K
|
4.4K
$374K
|
|
Feb 15, 2022
Q4 2021
|
Fjarde Ap Fonden
|
BUY
|
- |
4.35K+ 4.42% |
$283K - $322K
|
103K
$8.74M
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.26K+ 99.32% |
$277K - $315K
|
8.55K
$726K
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.09KNew |
$266K - $302K
|
4.09K
$347K
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.09K+ 16.76% |
$266K - $302K
|
28.5K
$2.42M
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.09K+ 16.76% |
$266K - $302K
|
28.5K
$2.42M
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.92KNew |
$255K - $290K
|
3.92K
$333K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
3.89K+ 32.48% |
$253K - $287K
|
15.9K
$1.35M
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.88K+ 31.67% |
$253K - $287K
|
16.1K
$1.37M
|
|
Jan 31, 2022
Q4 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
3.81K+ 42.86% |
$248K - $281K
|
12.7K
$1.08M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.8K+ 31.82% |
$247K - $281K
|
15.7K
$1.34M
|
|
Feb 11, 2022
Q4 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.77K+ 3.17% |
$245K - $279K
|
123K
$10.4M
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.75K+ 0.87% |
$244K - $277K
|
433K
$36.8M
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.72KNew |
$242K - $275K
|
3.72K
$316K
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
3.7KNew |
$241K - $274K
|
3.7K
$315K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.65K+ 4.08% |
$238K - $270K
|
93.2K
$7.92M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.63K+ 3.01% |
$236K - $268K
|
124K
$10.5M
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
3.6K+ 27.91% |
$234K - $266K
|
16.5K
$1.4M
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
3.59K+ 5.48% |
$234K - $266K
|
69.2K
$5.88M
|