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 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-70- 0.36% |
$4.4K - $5.33K
|
19.3K
$1.63M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-88- 0.56% |
$5.53K - $6.71K
|
15.6K
$1.31M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-94Closed |
$5.91K - $7.16K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-100- 1.12% |
$6.28K - $7.62K
|
8.86K
$748K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-100- 47.62% |
$6.28K - $7.62K
|
110
$9.28K
|
|
Aug 03, 2022
Q2 2022
|
Benin Management Corp
|
SELL
|
- |
-100- 1.89% |
$6.28K - $7.62K
|
5.2K
$439K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-103- 21.19% |
$6.47K - $7.85K
|
383
$32.3K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-108- 1.93% |
$6.79K - $8.23K
|
5.48K
$463K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-126- 50.4% |
$7.92K - $9.6K
|
124
$10.5K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-129- 4.46% |
$8.11K - $9.83K
|
2.77K
$233K
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-132- 13.87% |
$8.29K - $10.1K
|
820
$69.2K
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-135- 1.94% |
$8.48K - $10.3K
|
6.82K
$575K
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-135- 27.66% |
$8.48K - $10.3K
|
353
$29.8K
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-140- 77.35% |
$8.8K - $10.7K
|
41
$3.46K
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-145- 8.0% |
$9.11K - $11.1K
|
1.67K
$141K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-150- 20.0% |
$9.43K - $11.4K
|
600
$50.6K
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-152- 3.64% |
$9.55K - $11.6K
|
4.02K
$339K
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-156- 0.04% |
$9.8K - $11.9K
|
445K
$37.5M
|
|
Aug 18, 2022
Q2 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-172- 0.36% |
$10.8K - $13.1K
|
47.2K
$3.99M
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-198- 3.86% |
$12.4K - $15.1K
|
4.93K
$416K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-218- 97.76% |
$13.7K - $16.6K
|
5
$422
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-220- 2.57% |
$13.8K - $16.8K
|
8.34K
$703K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-240Closed |
$15.1K - $18.3K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-257- 1.23% |
$16.1K - $19.6K
|
20.6K
$1.74M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-271- 2.8% |
$17K - $20.7K
|
9.39K
$792K
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
SELL
|
- |
-277- 2.25% |
$17.4K - $21.1K
|
12K
$1.01M
|
|
Aug 11, 2022
Q2 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-286- 3.12% |
$18K - $21.8K
|
8.9K
$750K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-291- 9.0% |
$18.3K - $22.2K
|
2.94K
$248K
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-295- 2.81% |
$18.5K - $22.5K
|
10.2K
$860K
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-297- 11.0% |
$18.7K - $22.6K
|
2.4K
$203K
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
SELL
|
- |
-300- 50.0% |
$18.9K - $22.9K
|
300
$25.3K
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-305- 6.73% |
$19.2K - $23.2K
|
4.23K
$357K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-309- 2.89% |
$19.4K - $23.5K
|
10.4K
$878K
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-311- 8.16% |
$19.5K - $23.7K
|
3.5K
$295K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-312- 17.18% |
$19.6K - $23.8K
|
1.5K
$127K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-325- 2.67% |
$20.4K - $24.8K
|
11.8K
$998K
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-329- 8.2% |
$20.7K - $25.1K
|
3.69K
$311K
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-335- 1.54% |
$21.1K - $25.5K
|
21.4K
$1.81M
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-369- 1.14% |
$23.2K - $28.1K
|
32.1K
$2.7M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-369- 5.93% |
$23.2K - $28.1K
|
5.85K
$494K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-370- 0.74% |
$23.3K - $28.2K
|
49.7K
$4.19M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-389- 6.26% |
$24.4K - $29.6K
|
5.83K
$492K
|
|
Jul 13, 2022
Q2 2022
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-390- 9.71% |
$24.5K - $29.7K
|
3.63K
$306K
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 17.02% |
$25.1K - $30.5K
|
1.95K
$165K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-400- 3.84% |
$25.1K - $30.5K
|
10K
$846K
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 2.61% |
$25.1K - $30.5K
|
14.9K
$1.26M
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-421- 4.12% |
$26.5K - $32.1K
|
9.79K
$826K
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-439- 8.74% |
$27.6K - $33.5K
|
4.58K
$387K
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-439- 8.74% |
$27.6K - $33.5K
|
4.58K
$387K
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-442- 4.81% |
$27.8K - $33.7K
|
8.74K
$738K
|