Purchases and Sales Made in Q2 2022 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
524+ 8.04% |
$32.9K - $39.9K
|
7.04K
$594K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
514+ 58.08% |
$32.3K - $39.2K
|
1.4K
$118K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
500New |
$31.4K - $38.1K
|
500
$42.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
470+ 2.97% |
$29.5K - $35.8K
|
16.3K
$1.37M
|
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
460+ 0.86% |
$28.9K - $35.1K
|
53.7K
$4.53M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
451+ 2.46% |
$28.3K - $34.4K
|
18.8K
$1.58M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
448+ 4.42% |
$28.2K - $34.1K
|
10.6K
$892K
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
421+ 1.18% |
$26.5K - $32.1K
|
36K
$3.04M
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
393+ 396.97% |
$24.7K - $30K
|
492
$41.5K
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
382+ 5.6% |
$24K - $29.1K
|
7.2K
$608K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
375+ 31.43% |
$23.6K - $28.6K
|
1.57K
$132K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
369New |
$23.2K - $28.1K
|
369
$31.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
331+ 2.64% |
$20.8K - $25.2K
|
12.9K
$1.08M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
319+ 0.76% |
$20K - $24.3K
|
42.5K
$3.59M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
317+ 6.67% |
$19.9K - $24.2K
|
5.07K
$428K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
311+ 1.24% |
$19.5K - $23.7K
|
25.4K
$2.14M
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
310+ 4.21% |
$19.5K - $23.6K
|
7.68K
$648K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
300New |
$18.9K - $22.9K
|
300
$25.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
300+ 9.38% |
$18.9K - $22.9K
|
3.5K
$295K
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
299+ 7.01% |
$18.8K - $22.8K
|
4.57K
$385K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
279New |
$17.5K - $21.3K
|
279
$23.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
272+ 7.52% |
$17.1K - $20.7K
|
3.89K
$328K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
267New |
$16.8K - $20.3K
|
267
$22.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
267+ 5.51% |
$16.8K - $20.3K
|
5.12K
$432K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
267+ 503.77% |
$16.8K - $20.3K
|
320
$27K
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
266+ 4.75% |
$16.7K - $20.3K
|
5.86K
$495K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
264+ 19.33% |
$16.6K - $20.1K
|
1.63K
$138K
|
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
260+ 5.35% |
$16.3K - $19.8K
|
5.12K
$432K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
254+ 35.43% |
$16K - $19.4K
|
971
$81.9K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
242+ 7.54% |
$15.2K - $18.4K
|
3.45K
$291K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
221New |
$13.9K - $16.8K
|
221
$18.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
220+ 4.67% |
$13.8K - $16.8K
|
4.94K
$416K
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
218+ 6.85% |
$13.7K - $16.6K
|
3.4K
$287K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
216New |
$13.6K - $16.5K
|
216
$18.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
203+ 3.73% |
$12.8K - $15.5K
|
5.64K
$476K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
200+ 5.33% |
$12.6K - $15.2K
|
3.95K
$334K
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
199+ 6.67% |
$12.5K - $15.2K
|
3.18K
$268K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
192+ 2.87% |
$12.1K - $14.6K
|
6.88K
$580K
|
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
165+ 10.99% |
$10.4K - $12.6K
|
1.67K
$141K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
162New |
$10.2K - $12.3K
|
162
$13.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
156+ 27.71% |
$9.8K - $11.9K
|
719
$60.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
147New |
$9.24K - $11.2K
|
147
$12.4K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
137New |
$8.61K - $10.4K
|
137
$11.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
137+ 1.61% |
$8.61K - $10.4K
|
8.64K
$729K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
134+ 97.1% |
$8.42K - $10.2K
|
272
$22.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
131+ 3.3% |
$8.23K - $9.98K
|
4.1K
$346K
|
|
|
Aug 10, 2022
Q2 2022
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
129+ 0.95% |
$8.11K - $9.83K
|
13.8K
$1.16M
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
129New |
$8.11K - $9.83K
|
129
$10.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
124New |
$7.79K - $9.45K
|
124
$10.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
122+ 1.35% |
$7.67K - $9.3K
|
9.17K
$774K
|