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 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
357+ 7.7% |
$26.9K - $33.9K
|
4.99K
$411K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
343+ 3.74% |
$25.9K - $32.6K
|
9.51K
$783K
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
342+ 0.28% |
$25.8K - $32.5K
|
124K
$10.2M
|
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
BUY
|
- |
341+ 116.38% |
$25.7K - $32.4K
|
634
$52.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
322+ 5.12% |
$24.3K - $30.6K
|
6.61K
$544K
|
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
317+ 1.97% |
$23.9K - $30.1K
|
16.4K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
316+ 1.67% |
$23.8K - $30K
|
19.3K
$1.59M
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
307+ 6.43% |
$23.1K - $29.2K
|
5.08K
$418K
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
307+ 2.71% |
$23.1K - $29.2K
|
11.6K
$958K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
301+ 7.81% |
$22.7K - $28.6K
|
4.15K
$342K
|
|
|
Feb 14, 2023
Q4 2022
|
Fjarde Ap Fonden
|
BUY
|
- |
300+ 0.26% |
$22.6K - $28.5K
|
114K
$9.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
300New |
$22.6K - $28.5K
|
300
$24.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
300New |
$22.6K - $28.5K
|
300
$24.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
280+ 19.89% |
$21.1K - $26.6K
|
1.69K
$139K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
277+ 2.55% |
$20.9K - $26.3K
|
11.2K
$919K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
276+ 6.7% |
$20.8K - $26.2K
|
4.39K
$362K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
274+ 0.33% |
$20.7K - $26K
|
84K
$6.92M
|
|
|
Feb 07, 2025
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
274+ 0.33% |
$20.7K - $26K
|
84K
$6.92M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
260+ 7.13% |
$19.6K - $24.7K
|
3.91K
$321K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
250New |
$18.8K - $23.8K
|
250
$20.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
247+ 8.16% |
$18.6K - $23.5K
|
3.28K
$270K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
246+ 6.43% |
$18.5K - $23.4K
|
4.07K
$335K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
245+ 1.44% |
$18.5K - $23.3K
|
17.2K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
230+ 2.38% |
$17.3K - $21.9K
|
9.9K
$815K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
227New |
$17.1K - $21.6K
|
227
$18.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
226+ 1.64% |
$17K - $21.5K
|
14K
$1.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
224+ 16.8% |
$16.9K - $21.3K
|
1.56K
$128K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
222+ 7.94% |
$16.7K - $21.1K
|
3.02K
$249K
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
211+ 0.31% |
$15.9K - $20K
|
68.1K
$5.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
211+ 0.31% |
$15.9K - $20K
|
68.1K
$5.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
208+ 1.11% |
$15.7K - $19.8K
|
19K
$1.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
203+ 3.88% |
$15.3K - $19.3K
|
5.44K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
200New |
$15.1K - $19K
|
200
$16.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
200+ 33.61% |
$15.1K - $19K
|
795
$65.5K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
192New |
$14.5K - $18.2K
|
192
$15.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
186+ 3.22% |
$14K - $17.7K
|
5.96K
$491K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
173+ 4.97% |
$13K - $16.4K
|
3.65K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
168New |
$12.7K - $16K
|
168
$13.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
155+ 0.81% |
$11.7K - $14.7K
|
19.4K
$1.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
150+ 2.95% |
$11.3K - $14.3K
|
5.24K
$432K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
150+ 2.35% |
$11.3K - $14.3K
|
6.53K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
133New |
$10K - $12.6K
|
133
$10.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
131New |
$9.88K - $12.4K
|
131
$10.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
126New |
$9.5K - $12K
|
126
$10.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
125New |
$9.42K - $11.9K
|
125
$10.3K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
122New |
$9.2K - $11.6K
|
122
$10K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
122New |
$9.2K - $11.6K
|
122
$10K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
121New |
$9.12K - $11.5K
|
121
$9.96K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
120+ 4.25% |
$9.05K - $11.4K
|
2.95K
$242K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
118New |
$8.9K - $11.2K
|
118
$9.71K
|