Purchases and Sales Made in Q3 2021 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.13KNew |
$185K - $213K
|
3.13K
$242K
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
3.12KNew |
$185K - $213K
|
3.12K
$241K
|
|
Nov 15, 2021
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3K+ 5.12% |
$178K - $204K
|
61.6K
$4.76M
|
|
Mar 22, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3K+ 5.12% |
$178K - $204K
|
61.6K
$4.76M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.98K+ 33.36% |
$176K - $203K
|
11.9K
$919K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.96K+ 5.3% |
$175K - $201K
|
58.8K
$4.54M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.96K+ 5.89% |
$175K - $201K
|
53.2K
$4.11M
|
|
Nov 12, 2021
Q3 2021
|
Ossiam
Paris, I0 |
BUY
|
- |
2.84K+ 29.69% |
$168K - $193K
|
12.4K
$956K
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
2.67K+ 20.53% |
$158K - $182K
|
15.6K
$1.21M
|
|
Nov 15, 2021
Q3 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.66K+ 15.67% |
$158K - $181K
|
19.6K
$1.52M
|
|
Oct 12, 2021
Q3 2021
|
Denali Advisors LLC
|
BUY
|
- |
2.6K+ 48.15% |
$154K - $177K
|
8K
$618K
|
|
Nov 12, 2021
Q3 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
2.45K+ 6.18% |
$145K - $167K
|
42.1K
$3.25M
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.35K+ 15.21% |
$139K - $160K
|
17.8K
$1.38M
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.31K+ 26.16% |
$137K - $158K
|
11.2K
$862K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
2.06K+ 20.82% |
$122K - $140K
|
12K
$924K
|
|
Oct 18, 2022
Q3 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.05K+ 1.99% |
$122K - $140K
|
106K
$8.15M
|
|
Nov 02, 2021
Q3 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.05K+ 1.99% |
$122K - $140K
|
106K
$8.15M
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
BUY
|
- |
2.02K+ 4.87% |
$120K - $138K
|
43.6K
$3.36M
|
|
Nov 03, 2021
Q3 2021
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
2K+ 1.0% |
$118K - $136K
|
202K
$15.6M
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.98K+ 2.12% |
$117K - $135K
|
95.5K
$7.38M
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.9K+ 5.33% |
$113K - $129K
|
37.6K
$2.9M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.89K+ 55.51% |
$112K - $129K
|
5.3K
$409K
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.88K+ 7.78% |
$111K - $128K
|
26K
$2.01M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.85K+ 11.69% |
$110K - $126K
|
17.7K
$1.37M
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.79K+ 9.04% |
$106K - $122K
|
21.6K
$1.67M
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.72KNew |
$102K - $117K
|
1.72K
$133K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.65KNew |
$97.8K - $113K
|
1.65K
$128K
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
1.59K+ 996.25% |
$94.4K - $109K
|
1.75K
$135K
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.5K+ 2.33% |
$88.9K - $102K
|
65.9K
$5.09M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.5K+ 12.16% |
$88.9K - $102K
|
13.8K
$1.07M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.5K+ 46.63% |
$88.5K - $102K
|
4.7K
$363K
|
|
Nov 12, 2021
Q3 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.48K+ 34.56% |
$87.5K - $101K
|
5.76K
$445K
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
1.41K+ 2.75% |
$83.7K - $96.3K
|
52.8K
$4.08M
|
|
Oct 14, 2021
Q3 2021
|
Community Capital Management, LLC
|
BUY
|
- |
1.4K+ 8.24% |
$82.9K - $95.4K
|
18.4K
$1.42M
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.39KNew |
$82.4K - $94.8K
|
1.39K
$108K
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.39KNew |
$82K - $94.3K
|
1.39K
$107K
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.38K+ 28.7% |
$81.6K - $93.9K
|
6.18K
$477K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.38K+ 35.44% |
$81.5K - $93.8K
|
5.26K
$406K
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 307.73% |
$75.4K - $86.8K
|
1.69K
$130K
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.27K+ 0.42% |
$75.4K - $86.7K
|
306K
$23.6M
|
|
Oct 27, 2021
Q3 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
1.26K+ 38.17% |
$74.6K - $85.8K
|
4.56K
$352K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
1.24KNew |
$73.6K - $84.7K
|
1.24K
$96.1K
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
1.23K+ 18.46% |
$72.6K - $83.5K
|
7.87K
$608K
|
|
Nov 15, 2021
Q3 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.2K+ 32.85% |
$71.3K - $82K
|
4.87K
$376K
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.2K+ 16.85% |
$71.2K - $81.9K
|
8.34K
$644K
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.2K+ 3.58% |
$71K - $81.7K
|
34.8K
$2.68M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.15K+ 73.04% |
$68.3K - $78.6K
|
2.73K
$211K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.12K+ 7.26% |
$66.2K - $76.2K
|
16.5K
$1.28M
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.12K+ 12.14% |
$66K - $76K
|
10.3K
$796K
|
|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.11K+ 3.13% |
$65.5K - $75.3K
|
36.4K
$2.81M
|