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 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
1+ 25.0% |
$62.8 - $76.2
|
5
$387
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1New |
$62.8 - $76.2
|
1
$77.3
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1+ 0.02% |
$62.8 - $76.2
|
5.04K
$389K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$62.8 - $76.2
|
1
$77.3
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$62.8 - $76.2
|
6.14K
$474K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1New |
$62.8 - $76.2
|
1
$77.3
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
1+ 0.02% |
$62.8 - $76.2
|
6.47K
$500K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.22% |
$62.8 - $76.2
|
450
$34.8K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.22% |
$62.8 - $76.2
|
465
$35.9K
|
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-3Closed |
$189 - $229
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 3.13% |
$251 - $305
|
124
$9.59K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6- 0.11% |
$377 - $457
|
5.71K
$441K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-7- 1.35% |
$440 - $533
|
513
$39.7K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-7- 0.56% |
$440 - $533
|
1.24K
$95.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.61% |
$503 - $610
|
1.3K
$101K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-14- 27.45% |
$880 - $1.07K
|
37
$2.86K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14- 0.05% |
$880 - $1.07K
|
29K
$2.24M
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-15- 1.51% |
$943 - $1.14K
|
981
$75.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-16- 0.4% |
$1.01K - $1.22K
|
4.02K
$311K
|
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-16Closed |
$1.01K - $1.22K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-18- 4.0% |
$1.13K - $1.37K
|
432
$33.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 0.36% |
$1.26K - $1.52K
|
5.56K
$430K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-22- 3.37% |
$1.38K - $1.68K
|
631
$48.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-24- 0.7% |
$1.51K - $1.83K
|
3.41K
$264K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-25- 0.39% |
$1.57K - $1.91K
|
6.42K
$496K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-26- 1.57% |
$1.63K - $1.98K
|
1.63K
$126K
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-27- 23.08% |
$1.7K - $2.06K
|
90
$6.96K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-29- 17.47% |
$1.82K - $2.21K
|
137
$10.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-31- 0.08% |
$1.95K - $2.36K
|
36.5K
$2.82M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-34- 5.72% |
$2.14K - $2.59K
|
560
$43.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-34Closed |
$2.14K - $2.59K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-36- 0.67% |
$2.26K - $2.74K
|
5.3K
$410K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-38Closed |
$2.39K - $2.9K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-40- 2.72% |
$2.51K - $3.05K
|
1.43K
$110K
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-40- 9.22% |
$2.51K - $3.05K
|
394
$30.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-40- 0.12% |
$2.51K - $3.05K
|
32.5K
$2.52M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-44- 0.08% |
$2.76K - $3.35K
|
56.4K
$4.36M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-44Closed |
$2.76K - $3.35K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-45- 0.35% |
$2.83K - $3.43K
|
12.8K
$993K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-45Closed |
$2.83K - $3.43K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-49- 10.79% |
$3.08K - $3.73K
|
405
$31.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-50- 1.18% |
$3.14K - $3.81K
|
4.18K
$323K
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-56- 1.0% |
$3.52K - $4.27K
|
5.54K
$428K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-57- 2.54% |
$3.58K - $4.34K
|
2.18K
$169K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-59- 0.27% |
$3.71K - $4.5K
|
22K
$1.7M
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-60- 0.48% |
$3.77K - $4.57K
|
12.4K
$961K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-63- 0.26% |
$3.96K - $4.8K
|
23.9K
$1.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-67- 0.36% |
$4.21K - $5.11K
|
18.4K
$1.42M
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-68- 0.1% |
$4.27K - $5.18K
|
65K
$5.02M
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-70- 0.36% |
$4.4K - $5.33K
|
19.3K
$1.49M
|