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 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 10.23% |
$63.5K - $73.1K
|
11.6K
$893K
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.06K+ 43.45% |
$62.8K - $72.3K
|
3.5K
$271K
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.02K+ 3.8% |
$60.2K - $69.3K
|
27.8K
$2.14M
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
1.02K+ 205.47% |
$60.1K - $69.1K
|
1.51K
$117K
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
1.01K+ 1.7% |
$59.7K - $68.7K
|
60.1K
$4.64M
|
|
Nov 08, 2021
Q3 2021
|
Argent Capital Management LLC
|
BUY
|
- |
987+ 0.29% |
$58.4K - $67.2K
|
340K
$26.3M
|
|
Oct 20, 2021
Q3 2021
|
Edmp, Inc.
|
BUY
|
- |
924+ 2.33% |
$54.7K - $62.9K
|
40.6K
$3.14M
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
924+ 24.23% |
$54.7K - $62.9K
|
4.74K
$366K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
903New |
$53.5K - $61.5K
|
903
$69.7K
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
846+ 8.57% |
$50.1K - $57.6K
|
10.7K
$828K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
824+ 23.28% |
$48.8K - $56.1K
|
4.36K
$337K
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
721+ 9.35% |
$42.7K - $49.1K
|
8.43K
$651K
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
717+ 607.63% |
$42.4K - $48.8K
|
835
$64.5K
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
711+ 6.93% |
$42.1K - $48.4K
|
11K
$848K
|
|
Nov 12, 2021
Q3 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
706+ 1.5% |
$41.8K - $48.1K
|
47.8K
$3.69M
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
678+ 29.1% |
$40.1K - $46.2K
|
3.01K
$232K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
633+ 1.16% |
$37.5K - $43.1K
|
55.1K
$4.26M
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
629+ 18.23% |
$37.2K - $42.8K
|
4.08K
$315K
|
|
Nov 04, 2021
Q3 2021
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
600+ 0.14% |
$35.5K - $40.9K
|
424K
$32.7M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
600+ 15.2% |
$35.5K - $40.9K
|
4.55K
$351K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
586+ 4.08% |
$34.7K - $39.9K
|
15K
$1.15M
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
570+ 0.87% |
$33.7K - $38.8K
|
66.1K
$5.11M
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
568+ 22.88% |
$33.6K - $38.7K
|
3.05K
$236K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
567+ 26.23% |
$33.6K - $38.6K
|
2.73K
$211K
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
559+ 3.83% |
$33.1K - $38.1K
|
15.1K
$1.17M
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
543+ 32.95% |
$32.1K - $37K
|
2.19K
$169K
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
540+ 2.29% |
$32K - $36.8K
|
24.2K
$1.87M
|
|
Nov 12, 2021
Q3 2021
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
533+ 0.25% |
$31.6K - $36.3K
|
217K
$16.7M
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
504+ 2.48% |
$29.8K - $34.3K
|
20.8K
$1.61M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
492+ 6.88% |
$29.1K - $33.5K
|
7.65K
$591K
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
459+ 5.57% |
$27.2K - $31.3K
|
8.7K
$672K
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
455New |
$26.9K - $31K
|
455
$35.1K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
447New |
$26.5K - $30.4K
|
447
$34.5K
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
432+ 12.83% |
$25.6K - $29.4K
|
3.8K
$293K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
399+ 79.32% |
$23.6K - $27.2K
|
902
$69.7K
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
388+ 6.15% |
$23K - $26.4K
|
6.7K
$518K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
356+ 10.35% |
$21.1K - $24.3K
|
3.79K
$293K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
334+ 7.29% |
$19.8K - $22.8K
|
4.91K
$379K
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
320New |
$18.9K - $21.8K
|
320
$24.7K
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
317New |
$18.8K - $21.6K
|
317
$24.5K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
311+ 3.17% |
$18.4K - $21.2K
|
10.1K
$783K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
310New |
$18.4K - $21.1K
|
310
$23.9K
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
300+ 4.06% |
$17.8K - $20.4K
|
7.69K
$594K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
298+ 201.35% |
$17.6K - $20.3K
|
446
$34.4K
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
287+ 3.59% |
$17K - $19.6K
|
8.27K
$639K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
283+ 129.82% |
$16.8K - $19.3K
|
501
$38.7K
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
262+ 0.4% |
$15.5K - $17.8K
|
65.9K
$5.09M
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
258New |
$15.3K - $17.6K
|
258
$19.9K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
254+ 105.39% |
$15K - $17.3K
|
495
$38.2K
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
250+ 2.78% |
$14.8K - $17K
|
9.25K
$714K
|