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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
121+ 17.16% |
$7.6K - $9.22K
|
826
$70.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
115+ 3.11% |
$7.23K - $8.76K
|
3.81K
$325K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
114New |
$7.16K - $8.69K
|
114
$9.72K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
107New |
$6.72K - $8.15K
|
107
$9.12K
|
|
|
Jul 08, 2022
Q2 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
93+ 0.91% |
$5.84K - $7.09K
|
10.3K
$875K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
83New |
$5.22K - $6.33K
|
83
$7.08K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
81+ 261.29% |
$5.09K - $6.17K
|
112
$9.55K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
71+ 34.8% |
$4.46K - $5.41K
|
275
$23.4K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
67+ 22.33% |
$4.21K - $5.11K
|
367
$31.3K
|
|
|
Aug 02, 2022
Q2 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
65+ 0.94% |
$4.08K - $4.95K
|
7K
$596K
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
62+ 1.76% |
$3.9K - $4.73K
|
3.58K
$305K
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
60+ 0.89% |
$3.77K - $4.57K
|
6.83K
$583K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
58+ 2.46% |
$3.64K - $4.42K
|
2.42K
$206K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
54+ 27.84% |
$3.39K - $4.12K
|
248
$21.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
47+ 1.55% |
$2.95K - $3.58K
|
3.09K
$263K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
47+ 1.53% |
$2.95K - $3.58K
|
3.11K
$265K
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
BUY
|
- |
42+ 0.13% |
$2.64K - $3.2K
|
32.3K
$2.75M
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
40+ 25.16% |
$2.51K - $3.05K
|
199
$17K
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
36+ 3.64% |
$2.26K - $2.74K
|
1.03K
$87.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
34+ 10.97% |
$2.14K - $2.59K
|
344
$29.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
28+ 1.13% |
$1.76K - $2.13K
|
2.51K
$214K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
27New |
$1.7K - $2.06K
|
27
$2.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
26+ 0.3% |
$1.63K - $1.98K
|
8.81K
$751K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
24+ 54.55% |
$1.51K - $1.83K
|
68
$5.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
23+ 7.44% |
$1.45K - $1.75K
|
332
$28.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20+ 1.08% |
$1.26K - $1.52K
|
1.88K
$160K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 2.81% |
$1.26K - $1.52K
|
733
$62.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
15+ 0.48% |
$943 - $1.14K
|
3.15K
$269K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
12New |
$754 - $915
|
12
$1.02K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11+ 0.31% |
$691 - $838
|
3.54K
$302K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10New |
$628 - $762
|
10
$853
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
10+ 0.33% |
$628 - $762
|
3.01K
$257K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$628 - $762
|
10
$853
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 24.14% |
$440 - $533
|
36
$3.07K
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
7+ 1.07% |
$440 - $533
|
663
$56.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
6+ 0.11% |
$377 - $457
|
5.33K
$455K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
5+ 21.74% |
$314 - $381
|
28
$2.39K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.08% |
$314 - $381
|
5.96K
$508K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4+ 0.08% |
$251 - $305
|
5.28K
$450K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 1.12% |
$251 - $305
|
362
$30.9K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 1.01% |
$251 - $305
|
401
$34.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4+ 0.11% |
$251 - $305
|
3.56K
$303K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.83% |
$251 - $305
|
488
$41.6K
|
|
|
Aug 23, 2023
Q2 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
4+ 0.1% |
$251 - $305
|
4K
$341K
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3+ 0.02% |
$189 - $229
|
17.7K
$1.51M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3+ 1.02% |
$189 - $229
|
298
$25.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.75% |
$126 - $152
|
267
$22.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2New |
$126 - $152
|
2
$171
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.77% |
$126 - $152
|
262
$22.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 1.68% |
$126 - $152
|
121
$10.3K
|