Purchases and Sales Made in Q4 2022 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-78- 86.67% |
$5.88K - $7.41K
|
12
$988
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-78- 98.73% |
$5.88K - $7.41K
|
1
$82.3
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-82- 0.42% |
$6.18K - $7.79K
|
19.5K
$1.61M
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.68% |
$7.54K - $9.5K
|
14.7K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-100- 15.04% |
$7.54K - $9.5K
|
565
$46.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-103- 1.95% |
$7.77K - $9.79K
|
5.19K
$427K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-103- 30.21% |
$7.77K - $9.79K
|
238
$19.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-104- 2.58% |
$7.84K - $9.88K
|
3.92K
$323K
|
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
SELL
|
- |
-110- 3.79% |
$8.29K - $10.5K
|
2.8K
$230K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-124- 2.49% |
$9.35K - $11.8K
|
4.86K
$400K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-127- 3.59% |
$9.57K - $12.1K
|
3.42K
$281K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-127- 92.7% |
$9.57K - $12.1K
|
10
$823
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-128- 1.03% |
$9.65K - $12.2K
|
12.3K
$1.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-129- 19.79% |
$9.73K - $12.3K
|
523
$43.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-134- 3.25% |
$10.1K - $12.7K
|
3.99K
$328K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-136- 6.36% |
$10.3K - $12.9K
|
2K
$165K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-142- 1.76% |
$10.7K - $13.5K
|
7.92K
$652K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-143- 3.4% |
$10.8K - $13.6K
|
4.06K
$334K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-145- 6.94% |
$10.9K - $13.8K
|
1.94K
$160K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-148- 0.42% |
$11.2K - $14.1K
|
35.1K
$2.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-155- 2.42% |
$11.7K - $14.7K
|
6.26K
$516K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-165- 1.62% |
$12.4K - $15.7K
|
9.99K
$823K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-167- 83.5% |
$12.6K - $15.9K
|
33
$2.72K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-179- 2.65% |
$13.5K - $17K
|
6.59K
$542K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-179- 66.3% |
$13.5K - $17K
|
91
$7.49K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-180- 4.96% |
$13.6K - $17.1K
|
3.45K
$284K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-194- 6.6% |
$14.6K - $18.4K
|
2.75K
$226K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-194- 8.88% |
$14.6K - $18.4K
|
1.99K
$164K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-194- 3.39% |
$14.6K - $18.4K
|
5.53K
$455K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-196- 5.54% |
$14.8K - $18.6K
|
3.34K
$275K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-204- 3.79% |
$15.4K - $19.4K
|
5.18K
$426K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-240- 4.08% |
$18.1K - $22.8K
|
5.65K
$465K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-247- 5.09% |
$18.6K - $23.5K
|
4.61K
$379K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-247- 7.76% |
$18.6K - $23.5K
|
2.93K
$242K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-247- 3.18% |
$18.6K - $23.5K
|
7.51K
$618K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-267- 0.86% |
$20.1K - $25.4K
|
30.7K
$2.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-271- 1.01% |
$20.4K - $25.7K
|
26.6K
$2.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-295- 0.89% |
$22.2K - $28K
|
32.7K
$2.69M
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-297- 30.97% |
$22.4K - $28.2K
|
662
$54.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-313- 4.19% |
$23.6K - $29.7K
|
7.15K
$589K
|
|
|
Feb 07, 2023
Q4 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-315- 16.5% |
$23.7K - $29.9K
|
1.59K
$131K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-330- 5.76% |
$24.9K - $31.4K
|
5.4K
$444K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-342- 2.06% |
$25.8K - $32.5K
|
16.3K
$1.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
SELL
|
- |
-390- 0.49% |
$29.4K - $37.1K
|
79.3K
$6.53M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-403- 3.72% |
$30.4K - $38.3K
|
10.4K
$860K
|
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
SELL
|
- |
-411- 12.37% |
$31K - $39K
|
2.91K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-432- 9.81% |
$32.6K - $41K
|
3.97K
$327K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-433- 2.85% |
$32.6K - $41.1K
|
14.7K
$1.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-440- 4.02% |
$33.2K - $41.8K
|
10.5K
$866K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-466- 1.42% |
$35.1K - $44.3K
|
32.3K
$2.66M
|