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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
5.22KNew |
$394K - $496K
|
5.22K
$430K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
5.12K+ 130.34% |
$386K - $486K
|
9.04K
$745K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.07K+ 5.3% |
$382K - $481K
|
101K
$8.29M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.06K+ 180.79% |
$381K - $480K
|
7.85K
$646K
|
|
|
Feb 03, 2023
Q4 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
4.95K+ 25.14% |
$373K - $470K
|
24.6K
$2.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.69KNew |
$354K - $446K
|
4.69K
$386K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.56KNew |
$344K - $433K
|
4.56K
$376K
|
|
|
Feb 13, 2023
Q4 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
4.56K+ 13.45% |
$344K - $433K
|
38.5K
$3.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.51KNew |
$340K - $429K
|
4.51K
$372K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
4.46KNew |
$336K - $424K
|
4.46K
$367K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
BUY
|
- |
4.43K+ 25.08% |
$334K - $421K
|
22.1K
$1.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.26K+ 29.01% |
$321K - $405K
|
18.9K
$1.56M
|
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
BUY
|
- |
4.25K+ 4.07% |
$321K - $404K
|
109K
$8.96M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.16KNew |
$314K - $395K
|
4.16K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4.13K+ 16.55% |
$311K - $392K
|
29.1K
$2.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
4.1K+ 8.54% |
$309K - $390K
|
52.1K
$4.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
4.09K+ 49.16% |
$308K - $389K
|
12.4K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.07K+ 4.63% |
$306K - $386K
|
91.9K
$7.56M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.06K+ 13.53% |
$306K - $386K
|
34.1K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.05KNew |
$305K - $385K
|
4.05K
$334K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
3.97KNew |
$299K - $377K
|
3.97K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.96K+ 12.73% |
$298K - $376K
|
35.1K
$2.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
3.9KNew |
$294K - $371K
|
3.9K
$321K
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.79KNew |
$286K - $360K
|
3.79K
$312K
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3.78K+ 2.64% |
$285K - $359K
|
147K
$12.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3.78KNew |
$285K - $359K
|
3.78K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
3.72KNew |
$281K - $353K
|
3.72K
$306K
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
3.62K+ 13.98% |
$273K - $344K
|
29.5K
$2.43M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
3.62K+ 20.64% |
$273K - $344K
|
21.2K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.32K+ 0.78% |
$250K - $315K
|
431K
$35.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.32K+ 25.21% |
$250K - $315K
|
16.5K
$1.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.29K+ 3.57% |
$248K - $313K
|
95.4K
$7.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Ing Groep Nv
|
BUY
|
- |
3.21KNew |
$242K - $305K
|
3.21K
$264K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3.17KNew |
$239K - $301K
|
3.17K
$261K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
3.16K+ 36.83% |
$238K - $300K
|
11.7K
$965K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.15KNew |
$237K - $299K
|
3.15K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
3.1KNew |
$233K - $294K
|
3.1K
$255K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.09K+ 17.88% |
$233K - $294K
|
20.4K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.09KNew |
$233K - $293K
|
3.09K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.08K+ 14.42% |
$232K - $293K
|
24.4K
$2.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.07KNew |
$232K - $292K
|
3.07K
$253K
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.04KNew |
$229K - $289K
|
3.04K
$250K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.04K+ 106.45% |
$229K - $288K
|
5.89K
$485K
|
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
3.02K+ 4.21% |
$228K - $287K
|
74.7K
$6.15M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.99KNew |
$225K - $284K
|
2.99K
$246K
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.95KNew |
$222K - $280K
|
2.95K
$243K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.88KNew |
$217K - $273K
|
2.88K
$237K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.83K+ 14.93% |
$213K - $269K
|
21.8K
$1.79M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.82KNew |
$212K - $268K
|
2.82K
$232K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.76K+ 16.78% |
$208K - $262K
|
19.2K
$1.58M
|