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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
18+ 2.83% |
$1.16K - $1.42K
|
653
$54.9K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
18+ 4.17% |
$1.16K - $1.42K
|
450
$37.9K
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
18New |
$1.16K - $1.42K
|
18
$1.51K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
16+ 0.51% |
$1.03K - $1.26K
|
3.18K
$268K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 12.28% |
$901 - $1.11K
|
128
$10.8K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 81.25% |
$837 - $1.03K
|
29
$2.44K
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
11+ 0.03% |
$708 - $868
|
42.2K
$3.55M
|
|
|
Apr 29, 2022
Q1 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
9+ 0.22% |
$579 - $711
|
4.02K
$338K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 0.09% |
$579 - $711
|
10.1K
$852K
|
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
9+ 0.1% |
$579 - $711
|
9.18K
$773K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
8New |
$515 - $632
|
8
$673
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
8+ 0.19% |
$515 - $632
|
4.17K
$351K
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7+ 1.53% |
$451 - $553
|
464
$39K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7+ 0.25% |
$451 - $553
|
2.79K
$235K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6+ 0.19% |
$386 - $474
|
3.15K
$265K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
6New |
$386 - $474
|
6
$505
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5New |
$322 - $395
|
5
$421
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5+ 0.77% |
$322 - $395
|
656
$55.2K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 1.04% |
$322 - $395
|
484
$40.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.7% |
$257 - $316
|
572
$48.1K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 1.15% |
$193 - $237
|
265
$22.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.06% |
$193 - $237
|
5.28K
$444K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3+ 0.11% |
$193 - $237
|
2.7K
$227K
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.85% |
$193 - $237
|
358
$30.1K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.45% |
$129 - $158
|
449
$37.8K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.68% |
$129 - $158
|
295
$24.8K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.39% |
$64.4 - $79
|
260
$21.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.07% |
$64.4 - $79
|
1.37K
$115K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.14% |
$64.4 - $79
|
705
$59.3K
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$64.4 - $79
|
6.18K
$520K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
SELL
|
- |
-4- 1.27% |
$257 - $316
|
310
$26.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-4- 8.7% |
$257 - $316
|
42
$3.53K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-6- 40.0% |
$386 - $474
|
9
$757
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8Closed |
$515 - $632
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-10Closed |
$644 - $790
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10- 0.54% |
$644 - $790
|
1.86K
$156K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-18- 3.35% |
$1.16K - $1.42K
|
520
$43.8K
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-20- 8.93% |
$1.29K - $1.58K
|
204
$17.2K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-30Closed |
$1.93K - $2.37K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-33Closed |
$2.12K - $2.61K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-34- 0.41% |
$2.19K - $2.68K
|
8.33K
$701K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-35Closed |
$2.25K - $2.76K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-35- 0.66% |
$2.25K - $2.76K
|
5.31K
$446K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-35- 8.1% |
$2.25K - $2.76K
|
397
$33.4K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-44Closed |
$2.83K - $3.47K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-50Closed |
$3.22K - $3.95K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-52- 5.82% |
$3.35K - $4.11K
|
842
$70.9K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-54- 50.47% |
$3.48K - $4.26K
|
53
$4.46K
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-57- 3.71% |
$3.67K - $4.5K
|
1.48K
$125K
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-63- 2.03% |
$4.06K - $4.97K
|
3.04K
$256K
|