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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
134New |
$8.73K - $9.91K
|
134
$11K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
131New |
$8.53K - $9.68K
|
131
$10.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
129+ 0.84% |
$8.4K - $9.54K
|
15.5K
$1.27M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
125New |
$8.14K - $9.24K
|
125
$10.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
125New |
$8.14K - $9.24K
|
125
$10.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
124+ 124.0% |
$8.07K - $9.17K
|
224
$18.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
116New |
$7.55K - $8.58K
|
116
$9.55K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
113New |
$7.36K - $8.35K
|
113
$9.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
113New |
$7.36K - $8.35K
|
113
$9.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
113+ 0.13% |
$7.36K - $8.35K
|
85K
$7M
|
|
|
Jan 07, 2022
Q4 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
112+ 1.18% |
$7.29K - $8.28K
|
9.57K
$787K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
108New |
$7.03K - $7.98K
|
108
$8.89K
|
|
|
Feb 10, 2022
Q4 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
104+ 0.22% |
$6.77K - $7.69K
|
47.9K
$3.94M
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
103+ 43.28% |
$6.71K - $7.61K
|
341
$28.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
101+ 3.61% |
$6.58K - $7.47K
|
2.9K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
100+ 22.83% |
$6.51K - $7.39K
|
538
$44.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
100+ 10.33% |
$6.51K - $7.39K
|
1.07K
$87.9K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
100New |
$6.51K - $7.39K
|
100
$8.23K
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
100+ 1.56% |
$6.51K - $7.39K
|
6.52K
$537K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
91New |
$5.93K - $6.73K
|
91
$7.49K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
87+ 150.0% |
$5.67K - $6.43K
|
145
$11.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
87+ 2.76% |
$5.67K - $6.43K
|
3.24K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
74+ 0.05% |
$4.82K - $5.47K
|
152K
$12.5M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
67+ 10.52% |
$4.36K - $4.95K
|
704
$58K
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
52+ 0.85% |
$3.39K - $3.84K
|
6.17K
$508K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
50+ 16.67% |
$3.26K - $3.7K
|
350
$28.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
50New |
$3.26K - $3.7K
|
50
$4.12K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
48+ 1.6% |
$3.13K - $3.55K
|
3.06K
$252K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
44New |
$2.87K - $3.25K
|
44
$3.62K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
44New |
$2.87K - $3.25K
|
44
$3.62K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
43New |
$2.8K - $3.18K
|
43
$3.54K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
42+ 8.48% |
$2.74K - $3.11K
|
537
$44.2K
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
33New |
$2.15K - $2.44K
|
33
$2.72K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
30New |
$1.95K - $2.22K
|
30
$2.47K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
26+ 0.67% |
$1.69K - $1.92K
|
3.89K
$320K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
18+ 17.82% |
$1.17K - $1.33K
|
119
$9.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 18.75% |
$1.17K - $1.33K
|
114
$9.39K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 3.88% |
$1.04K - $1.18K
|
428
$35.2K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
15New |
$977 - $1.11K
|
15
$1.23K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
10New |
$651 - $739
|
10
$823
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9+ 0.54% |
$586 - $665
|
1.66K
$137K
|
|
|
Jan 31, 2022
Q4 2021
|
Inlet Private Wealth, LLC
|
BUY
|
- |
9+ 0.22% |
$586 - $665
|
4.01K
$330K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
8+ 0.19% |
$521 - $591
|
4.16K
$343K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$521 - $591
|
8
$659
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 1.57% |
$456 - $518
|
454
$37.4K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6+ 0.73% |
$391 - $444
|
829
$68.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 1.07% |
$391 - $444
|
568
$46.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
4New |
$260 - $296
|
4
$329
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.84% |
$260 - $296
|
479
$39.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 1.03% |
$195 - $222
|
293
$24.1K
|