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 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-231- 7.19% |
$15K - $17.1K
|
2.98K
$246K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-234Closed |
$15.2K - $17.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-242- 48.3% |
$15.8K - $17.9K
|
259
$21.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-246- 2.17% |
$16K - $18.2K
|
11.1K
$913K
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
SELL
|
- |
-250- 2.7% |
$16.3K - $18.5K
|
9K
$741K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-259- 0.69% |
$16.9K - $19.1K
|
37.3K
$3.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-269- 4.89% |
$17.5K - $19.9K
|
5.23K
$430K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-270Closed |
$17.6K - $20K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-277- 7.89% |
$18K - $20.5K
|
3.23K
$266K
|
|
|
Feb 10, 2022
Q4 2021
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-290- 19.08% |
$18.9K - $21.4K
|
1.23K
$101K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-305Closed |
$19.9K - $22.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-317Closed |
$20.6K - $23.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-338- 1.08% |
$22K - $25K
|
30.9K
$2.55M
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-347- 34.05% |
$22.6K - $25.7K
|
672
$55.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-349- 7.42% |
$22.7K - $25.8K
|
4.35K
$358K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-385- 37.23% |
$25.1K - $28.5K
|
649
$53.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-394Closed |
$25.7K - $29.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-400- 0.83% |
$26K - $29.6K
|
47.5K
$3.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-409- 9.75% |
$26.6K - $30.2K
|
3.79K
$312K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-425Closed |
$27.7K - $31.4K
|
0
$0
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-460- 8.1% |
$30K - $34K
|
5.22K
$430K
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-461- 1.9% |
$30K - $34.1K
|
23.7K
$1.96M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-481- 0.11% |
$31.3K - $35.6K
|
453K
$37.3M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-499- 7.45% |
$32.5K - $36.9K
|
6.2K
$511K
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-513- 2.47% |
$33.4K - $37.9K
|
20.2K
$1.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-515- 34.13% |
$33.5K - $38.1K
|
994
$81.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-536Closed |
$34.9K - $39.6K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
SELL
|
- |
-552- 5.47% |
$35.9K - $40.8K
|
9.53K
$785K
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-560- 0.59% |
$36.5K - $41.4K
|
95K
$7.82M
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-560- 3.75% |
$36.5K - $41.4K
|
14.4K
$1.18M
|
|
|
Jan 19, 2022
Q4 2021
|
Edmp, Inc.
|
SELL
|
- |
-578- 1.42% |
$37.6K - $42.7K
|
40K
$3.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-603- 2.0% |
$39.3K - $44.6K
|
29.6K
$2.44M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-645- 10.15% |
$42K - $47.7K
|
5.71K
$470K
|
|
|
Feb 15, 2022
Q4 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-646- 1.51% |
$42.1K - $47.8K
|
42.1K
$3.47M
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-700Closed |
$45.6K - $51.8K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-711Closed |
$46.3K - $52.6K
|
0
$0
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-722- 1.09% |
$47K - $53.4K
|
65.4K
$5.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-725- 16.61% |
$47.2K - $53.6K
|
3.64K
$300K
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
SELL
|
- |
-727- 1.1% |
$47.3K - $53.7K
|
65.5K
$5.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-738- 6.85% |
$48.1K - $54.6K
|
10K
$826K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-805- 22.98% |
$52.4K - $59.5K
|
2.7K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-811- 17.83% |
$52.8K - $60K
|
3.74K
$308K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-835Closed |
$54.4K - $61.7K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-861- 1.56% |
$56.1K - $63.7K
|
54.3K
$4.47M
|
|
|
Dec 09, 2024
Q4 2021
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-895- 0.32% |
$58.3K - $66.2K
|
275K
$22.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-902Closed |
$58.7K - $66.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-903Closed |
$58.8K - $66.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-970- 2.3% |
$63.2K - $71.7K
|
41.1K
$3.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.09KClosed |
$71K - $80.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.1K- 80.94% |
$71.6K - $81.3K
|
259
$21.3K
|