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
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
261+ 7.78% |
$16.8K - $20.6K
|
3.62K
$310K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
258New |
$16.6K - $20.4K
|
258
$22.1K
|
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
BUY
|
- |
223+ 0.94% |
$14.4K - $17.6K
|
23.9K
$2.05M
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
208+ 1.49% |
$13.4K - $16.4K
|
14.2K
$1.21M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
206+ 2.4% |
$13.3K - $16.3K
|
8.79K
$753K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
193+ 4.43% |
$12.4K - $15.2K
|
4.55K
$390K
|
|
|
May 10, 2022
Q1 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
191+ 0.92% |
$12.3K - $15.1K
|
20.8K
$1.79M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
185+ 11.72% |
$11.9K - $14.6K
|
1.76K
$151K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
177+ 0.66% |
$11.4K - $14K
|
27.2K
$2.33M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
172+ 3.17% |
$11.1K - $13.6K
|
5.6K
$480K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
170+ 29.31% |
$10.9K - $13.4K
|
750
$64.3K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
166New |
$10.7K - $13.1K
|
166
$14.2K
|
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
155+ 0.62% |
$9.98K - $12.2K
|
25.2K
$2.16M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
148+ 44.05% |
$9.53K - $11.7K
|
484
$41.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
145+ 3.15% |
$9.33K - $11.4K
|
4.75K
$407K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
135+ 31.54% |
$8.69K - $10.7K
|
563
$48.3K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
130+ 8.52% |
$8.37K - $10.3K
|
1.66K
$142K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
125+ 7.41% |
$8.05K - $9.87K
|
1.81K
$155K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
123+ 3.38% |
$7.92K - $9.71K
|
3.76K
$323K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
120+ 4.23% |
$7.72K - $9.47K
|
2.96K
$253K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
109+ 2.94% |
$7.02K - $8.61K
|
3.81K
$327K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
106+ 93.81% |
$6.82K - $8.37K
|
219
$18.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
103+ 0.64% |
$6.63K - $8.13K
|
16.1K
$1.38M
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
101+ 3.33% |
$6.5K - $7.97K
|
3.14K
$269K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100+ 2.74% |
$6.44K - $7.9K
|
3.75K
$322K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
100New |
$6.44K - $7.9K
|
100
$8.57K
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
BUY
|
- |
99New |
$6.37K - $7.82K
|
99
$8.49K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
98+ 15.93% |
$6.31K - $7.74K
|
713
$61.1K
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
97+ 1.77% |
$6.24K - $7.66K
|
5.59K
$479K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
94New |
$6.05K - $7.42K
|
94
$8.06K
|
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
78+ 2.14% |
$5.02K - $6.16K
|
3.73K
$320K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
75+ 1.67% |
$4.83K - $5.92K
|
4.58K
$392K
|
|
|
May 16, 2022
Q1 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
73+ 0.4% |
$4.7K - $5.76K
|
18.4K
$1.58M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
73New |
$4.7K - $5.76K
|
73
$6.26K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
69+ 1.86% |
$4.44K - $5.45K
|
3.78K
$324K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
66+ 5.31% |
$4.25K - $5.21K
|
1.31K
$112K
|
|
|
May 05, 2022
Q1 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
57+ 0.83% |
$3.67K - $4.5K
|
6.93K
$594K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
56+ 6.76% |
$3.6K - $4.42K
|
885
$75.9K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
45+ 1.68% |
$2.9K - $3.55K
|
2.72K
$233K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
45New |
$2.9K - $3.55K
|
45
$3.86K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
44New |
$2.83K - $3.47K
|
44
$3.77K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
38New |
$2.45K - $3K
|
38
$3.26K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
36+ 29.27% |
$2.32K - $2.84K
|
159
$13.6K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
36+ 3.75% |
$2.32K - $2.84K
|
996
$85.4K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
34+ 6.07% |
$2.19K - $2.68K
|
594
$50.9K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
31New |
$2K - $2.45K
|
31
$2.66K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
29+ 0.45% |
$1.87K - $2.29K
|
6.46K
$554K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
29New |
$1.87K - $2.29K
|
29
$2.49K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
25+ 5.42% |
$1.61K - $1.97K
|
486
$41.7K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
23+ 4.28% |
$1.48K - $1.82K
|
560
$48K
|