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 |
|---|---|---|---|---|---|---|---|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.53K+ 12.32% |
$99.7K - $113K
|
14K
$1.19M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.48K+ 21.66% |
$96.2K - $109K
|
8.3K
$705K
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.36K+ 7.04% |
$88.5K - $100K
|
20.7K
$1.75M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.33K+ 11.14% |
$86.7K - $98.5K
|
13.3K
$1.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Arjuna Capital
|
BUY
|
- |
1.32K+ 3.04% |
$86.2K - $97.9K
|
44.9K
$3.81M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.28K+ 38.28% |
$83K - $94.3K
|
4.61K
$391K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.26K+ 10.87% |
$81.9K - $92.9K
|
12.8K
$1.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.22K+ 14.65% |
$79.5K - $90.3K
|
9.56K
$812K
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.22KNew |
$79.5K - $90.3K
|
1.22K
$104K
|
|
|
Feb 25, 2022
Q4 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.19KNew |
$77.4K - $87.9K
|
1.19K
$101K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 1143.0% |
$74.4K - $84.5K
|
1.24K
$106K
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
1.13K+ 35.01% |
$73.6K - $83.5K
|
4.36K
$370K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.1KNew |
$71.6K - $81.3K
|
1.1K
$93.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 9.97% |
$71.2K - $80.9K
|
12.1K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.07KNew |
$69.8K - $79.3K
|
1.07K
$91.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.03K+ 29.77% |
$67.3K - $76.4K
|
4.5K
$382K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
982+ 22.1% |
$63.9K - $72.6K
|
5.43K
$461K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
980New |
$63.8K - $72.5K
|
980
$83.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
974+ 1.48% |
$63.4K - $72K
|
66.9K
$5.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
916+ 19.34% |
$59.6K - $67.7K
|
5.65K
$480K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
910+ 3.77% |
$59.3K - $67.3K
|
25.1K
$2.13M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
905+ 22.35% |
$58.9K - $66.9K
|
4.96K
$421K
|
|
|
Jan 31, 2022
Q4 2021
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
894New |
$58.2K - $66.1K
|
894
$75.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
883New |
$57.5K - $65.3K
|
883
$75K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
874+ 7.34% |
$56.9K - $64.6K
|
12.8K
$1.09M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
867New |
$56.5K - $64.1K
|
867
$73.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
846+ 4.75% |
$55.1K - $62.5K
|
18.7K
$1.59M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
834+ 20.44% |
$54.3K - $61.7K
|
4.91K
$417K
|
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
743+ 1.28% |
$48.4K - $54.9K
|
58.9K
$5M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
725New |
$47.2K - $53.6K
|
725
$61.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
716+ 0.04% |
$46.6K - $52.9K
|
1.93M
$164M
|
|
|
Jan 20, 2022
Q4 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
701+ 4.96% |
$45.6K - $51.8K
|
14.8K
$1.26M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
694+ 128.76% |
$45.2K - $51.3K
|
1.23K
$105K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
658+ 21.57% |
$42.8K - $48.6K
|
3.71K
$315K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
651New |
$42.4K - $48.1K
|
651
$55.3K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
637New |
$41.5K - $47.1K
|
637
$54.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
628+ 1.2% |
$40.9K - $46.4K
|
52.8K
$4.48M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
600New |
$39.1K - $44.4K
|
600
$51K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
589+ 0.41% |
$38.4K - $43.5K
|
144K
$12.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
587New |
$38.2K - $43.4K
|
587
$49.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
580New |
$37.8K - $42.9K
|
580
$49.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
560New |
$36.5K - $41.4K
|
560
$47.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
526+ 3.66% |
$34.3K - $38.9K
|
14.9K
$1.27M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
513New |
$33.4K - $37.9K
|
513
$43.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
501+ 3.23% |
$32.6K - $37K
|
16K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
500+ 29.12% |
$32.6K - $37K
|
2.22K
$188K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
492+ 3.92% |
$32K - $36.4K
|
13K
$1.11M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
485New |
$31.6K - $35.9K
|
485
$41.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
468+ 8.46% |
$30.5K - $34.6K
|
6K
$510K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
464+ 0.81% |
$30.2K - $34.3K
|
57.4K
$4.88M
|