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 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
BUY
|
- |
2.75KNew |
$208K - $262K
|
2.75K
$227K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.73KNew |
$206K - $259K
|
2.73K
$225K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.72KNew |
$205K - $258K
|
2.72K
$224K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2.67KNew |
$202K - $254K
|
2.67K
$220K
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.66K+ 26.11% |
$200K - $252K
|
12.8K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.66KNew |
$200K - $252K
|
2.66K
$219K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
2.63KNew |
$198K - $250K
|
2.63K
$216K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
2.61KNew |
$196K - $248K
|
2.61K
$215K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.6K+ 203.52% |
$196K - $247K
|
3.88K
$319K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.6K+ 27.79% |
$196K - $247K
|
12K
$984K
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
BUY
|
- |
2.6K+ 144.44% |
$196K - $247K
|
4.4K
$362K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
2.59KNew |
$195K - $246K
|
2.59K
$213K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
2.58KNew |
$195K - $245K
|
2.58K
$213K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
2.58KNew |
$195K - $245K
|
2.58K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.58KNew |
$194K - $245K
|
2.58K
$212K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.57K+ 7.33% |
$194K - $245K
|
37.7K
$3.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
2.56KNew |
$193K - $243K
|
2.56K
$211K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.55KNew |
$192K - $243K
|
2.55K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.55K+ 37.64% |
$192K - $242K
|
9.33K
$768K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.54KNew |
$192K - $241K
|
2.54K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.51KNew |
$189K - $238K
|
2.51K
$206K
|
|
|
Feb 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.5KNew |
$188K - $238K
|
2.5K
$206K
|
|
|
Jan 26, 2023
Q4 2022
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
2.5KNew |
$188K - $238K
|
2.5K
$206K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.49K+ 6.45% |
$188K - $237K
|
41.1K
$3.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.48KNew |
$187K - $236K
|
2.48K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
2.48K+ 56.76% |
$187K - $236K
|
6.85K
$564K
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.46KNew |
$186K - $234K
|
2.46K
$203K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.43KNew |
$183K - $231K
|
2.43K
$200K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.43KNew |
$183K - $230K
|
2.43K
$200K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.42KNew |
$183K - $230K
|
2.42K
$199K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.42K+ 28.54% |
$183K - $230K
|
10.9K
$898K
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.41KNew |
$182K - $229K
|
2.41K
$198K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.39KNew |
$180K - $227K
|
2.39K
$197K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.34K+ 15.84% |
$177K - $223K
|
17.1K
$1.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.25K+ 13.71% |
$169K - $214K
|
18.6K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.22KNew |
$167K - $210K
|
2.22K
$182K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.2K+ 12.11% |
$166K - $209K
|
20.4K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.17K+ 0.65% |
$163K - $206K
|
336K
$27.6M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.13K+ 30.86% |
$161K - $202K
|
9.03K
$744K
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.94K+ 104.92% |
$146K - $184K
|
3.79K
$312K
|
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
BUY
|
- |
1.93K+ 9.02% |
$145K - $183K
|
23.3K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
1.81K+ 0.52% |
$137K - $172K
|
351K
$28.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1.77K+ 410.19% |
$134K - $168K
|
2.2K
$181K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.74K+ 50.12% |
$131K - $165K
|
5.2K
$428K
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.74K+ 2.68% |
$131K - $165K
|
66.6K
$5.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.72K+ 1.46% |
$130K - $164K
|
120K
$9.84M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.71K+ 7.99% |
$129K - $162K
|
23.1K
$1.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.69K+ 9.79% |
$127K - $160K
|
18.9K
$1.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
1.67K+ 4.38% |
$126K - $158K
|
39.7K
$3.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.53K+ 38.62% |
$115K - $145K
|
5.47K
$451K
|