Purchases and Sales Made in Q1 2022 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q1 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
836+ 85.31% |
$53.8K - $66K
|
1.82K
$153K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
822+ 5.23% |
$52.9K - $64.9K
|
16.5K
$1.39M
|
|
Apr 15, 2022
Q1 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
786+ 6.02% |
$50.6K - $62.1K
|
13.8K
$1.17M
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
783New |
$50.4K - $61.8K
|
783
$65.9K
|
|
May 16, 2022
Q1 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
779+ 2.45% |
$50.1K - $61.5K
|
32.6K
$2.74M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
752+ 22.07% |
$48.4K - $59.4K
|
4.16K
$350K
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
726+ 13.89% |
$46.7K - $57.3K
|
5.95K
$501K
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
714+ 0.16% |
$46K - $56.4K
|
433K
$36.5M
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
709+ 0.97% |
$45.6K - $56K
|
73.8K
$6.21M
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
700New |
$45.1K - $55.3K
|
700
$58.9K
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
678+ 13.8% |
$43.6K - $53.5K
|
5.59K
$471K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
676New |
$43.5K - $53.4K
|
676
$56.9K
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
658+ 3.99% |
$42.4K - $51.9K
|
17.1K
$1.44M
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
647+ 9.92% |
$41.6K - $51.1K
|
7.17K
$603K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
626+ 10.44% |
$40.3K - $49.4K
|
6.63K
$557K
|
|
Apr 06, 2022
Q1 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
611+ 6.39% |
$39.3K - $48.2K
|
10.2K
$856K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
609+ 10.86% |
$39.2K - $48.1K
|
6.22K
$523K
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
609+ 16.6% |
$39.2K - $48.1K
|
4.28K
$360K
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
596+ 19.99% |
$38.4K - $47.1K
|
3.58K
$301K
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
587+ 3.94% |
$37.8K - $46.3K
|
15.5K
$1.3M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
583New |
$37.5K - $46K
|
583
$49.1K
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
575+ 3.08% |
$37K - $45.4K
|
19.2K
$1.62M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
567+ 9.14% |
$36.5K - $44.8K
|
6.77K
$570K
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
565+ 166.67% |
$36.4K - $44.6K
|
904
$76.1K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
537+ 21.48% |
$34.6K - $42.4K
|
3.04K
$256K
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
BUY
|
- |
533+ 1.52% |
$34.3K - $42.1K
|
35.6K
$2.99M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
507+ 0.56% |
$32.6K - $40K
|
91.5K
$7.7M
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
BUY
|
- |
504+ 11.56% |
$32.4K - $39.8K
|
4.86K
$409K
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
500New |
$32.2K - $39.5K
|
500
$42.1K
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
487+ 48700.0% |
$31.3K - $38.4K
|
488
$41.1K
|
|
Apr 13, 2022
Q1 2022
|
Unison Advisors LLC
|
BUY
|
- |
466+ 0.88% |
$30K - $36.8K
|
53.2K
$4.48M
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
466+ 15.2% |
$30K - $36.8K
|
3.53K
$297K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
457+ 14.12% |
$29.4K - $36.1K
|
3.69K
$311K
|
|
May 05, 2022
Q1 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
450+ 34.7% |
$29K - $35.5K
|
1.75K
$147K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
434New |
$27.9K - $34.3K
|
434
$36.5K
|
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
422New |
$27.2K - $33.3K
|
422
$35.5K
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
401+ 10.31% |
$25.8K - $31.7K
|
4.29K
$361K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
400+ 37.45% |
$25.7K - $31.6K
|
1.47K
$124K
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
396New |
$25.5K - $31.3K
|
396
$33.3K
|
|
Apr 29, 2022
Q1 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
368+ 19.4% |
$23.7K - $29.1K
|
2.27K
$191K
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
364+ 18.92% |
$23.4K - $28.7K
|
2.29K
$193K
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
360+ 1.9% |
$23.2K - $28.4K
|
19.3K
$1.63M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
335+ 17.59% |
$21.6K - $26.4K
|
2.24K
$188K
|
|
May 16, 2022
Q1 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
326+ 1.38% |
$21K - $25.7K
|
24K
$2.02M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
305New |
$19.6K - $24.1K
|
305
$25.7K
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
296+ 3.1% |
$19.1K - $23.4K
|
9.85K
$829K
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
280+ 39.44% |
$18K - $22.1K
|
990
$83.3K
|
|
May 16, 2022
Q1 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
271+ 0.96% |
$17.4K - $21.4K
|
28.4K
$2.39M
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
264+ 9.49% |
$17K - $20.8K
|
3.05K
$256K
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
261+ 2.62% |
$16.8K - $20.6K
|
10.2K
$859K
|