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 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-64- 0.29% |
$4.12K - $5.05K
|
21.8K
$1.69M
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-87- 1.67% |
$5.6K - $6.87K
|
5.13K
$399K
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-91Closed |
$5.86K - $7.18K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.65% |
$6.44K - $7.9K
|
15.3K
$1.19M
|
|
May 06, 2022
Q1 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-100- 0.5% |
$6.44K - $7.9K
|
20K
$1.55M
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
SELL
|
- |
-101- 2.97% |
$6.5K - $7.97K
|
3.3K
$257K
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-101- 77.1% |
$6.5K - $7.97K
|
30
$2.33K
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-113Closed |
$7.27K - $8.92K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-116Closed |
$7.47K - $9.16K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-122- 3.32% |
$7.85K - $9.63K
|
3.56K
$276K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-122- 1.13% |
$7.85K - $9.63K
|
10.7K
$832K
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-125Closed |
$8.05K - $9.87K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-125Closed |
$8.05K - $9.87K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-129- 4.12% |
$8.3K - $10.2K
|
3K
$233K
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-129- 88.97% |
$8.3K - $10.2K
|
16
$1.24K
|
|
May 02, 2022
Q1 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-132- 0.41% |
$8.5K - $10.4K
|
32.4K
$2.52M
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-133- 1.57% |
$8.56K - $10.5K
|
8.32K
$646K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-145Closed |
$9.33K - $11.4K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-151Closed |
$9.72K - $11.9K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-154- 1.18% |
$9.91K - $12.2K
|
12.9K
$1M
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-162Closed |
$10.4K - $12.8K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-165Closed |
$10.6K - $13K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-166- 2.96% |
$10.7K - $13.1K
|
5.44K
$422K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-168- 6.65% |
$10.8K - $13.3K
|
2.36K
$183K
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-171- 1.08% |
$11K - $13.5K
|
15.7K
$1.22M
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-174- 2.5% |
$11.2K - $13.7K
|
6.77K
$526K
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-176Closed |
$11.3K - $13.9K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-190- 0.85% |
$12.2K - $15K
|
22K
$1.71M
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 7.84% |
$12.9K - $15.8K
|
2.35K
$183K
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-202- 2.93% |
$13K - $15.9K
|
6.69K
$519K
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-208- 3.13% |
$13.4K - $16.4K
|
6.44K
$500K
|
|
Apr 27, 2022
Q1 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-215- 18.42% |
$13.8K - $17K
|
952
$73.9K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-216- 21.39% |
$13.9K - $17.1K
|
794
$61.7K
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-227Closed |
$14.6K - $17.9K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-239- 5.4% |
$15.4K - $18.9K
|
4.19K
$325K
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-240- 4.84% |
$15.4K - $18.9K
|
4.72K
$366K
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-247Closed |
$15.9K - $19.5K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-250- 0.98% |
$16.1K - $19.7K
|
25.1K
$1.95M
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-253- 14.42% |
$16.3K - $20K
|
1.5K
$117K
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-271- 19.04% |
$17.4K - $21.4K
|
1.15K
$89.5K
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-275- 6.06% |
$17.7K - $21.7K
|
4.27K
$331K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-280- 3.03% |
$18K - $22.1K
|
8.96K
$696K
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-286- 54.37% |
$18.4K - $22.6K
|
240
$18.6K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-286- 3.21% |
$18.4K - $22.6K
|
8.62K
$669K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-300- 1.89% |
$19.3K - $23.7K
|
15.6K
$1.21M
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-302- 1.56% |
$19.4K - $23.8K
|
19K
$1.48M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-311- 30.08% |
$20K - $24.6K
|
723
$56.2K
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-320Closed |
$20.6K - $25.3K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-322- 5.22% |
$20.7K - $25.4K
|
5.85K
$454K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-327- 1.82% |
$21K - $25.8K
|
17.7K
$1.37M
|