Purchases and Sales Made in Q3 2022 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.56K+ 15.33% |
$156K - $204K
|
19.2K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.55K+ 14.36% |
$156K - $203K
|
20.3K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.55K+ 62.04% |
$156K - $203K
|
6.66K
$544K
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
2.5K+ 59.52% |
$153K - $199K
|
6.7K
$547K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.42KNew |
$148K - $193K
|
2.42K
$198K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.38KNew |
$146K - $190K
|
2.38K
$195K
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$143K - $187K
|
2.34K
$191K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.26KNew |
$138K - $180K
|
2.26K
$184K
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.2K+ 1.9% |
$134K - $175K
|
118K
$9.62M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.17K+ 14.37% |
$133K - $173K
|
17.3K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
2.17K+ 15.52% |
$133K - $173K
|
16.2K
$1.32M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.09K+ 16.4% |
$127K - $166K
|
14.8K
$1.21M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
2.03K+ 5.65% |
$124K - $162K
|
38K
$3.11M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.99KNew |
$122K - $159K
|
1.99K
$163K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.91K+ 2.89% |
$117K - $153K
|
68.1K
$5.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.85K+ 10.42% |
$113K - $148K
|
19.6K
$1.6M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.8K+ 35.28% |
$110K - $144K
|
6.9K
$564K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.77K+ 8.59% |
$108K - $141K
|
22.4K
$1.83M
|
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.76K+ 5.66% |
$107K - $140K
|
32.8K
$2.68M
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.54K+ 4.24% |
$93.8K - $122K
|
37.8K
$3.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.52K+ 64.17% |
$92.7K - $121K
|
3.88K
$317K
|
|
|
Oct 25, 2022
Q3 2022
|
Denali Advisors LLC
|
BUY
|
- |
1.5K+ 500.0% |
$91.7K - $120K
|
1.8K
$147K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.48K+ 24.13% |
$90.5K - $118K
|
7.62K
$622K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.47K+ 25.11% |
$89.9K - $117K
|
7.32K
$598K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.41K+ 191.68% |
$85.9K - $112K
|
2.14K
$175K
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
1.4KNew |
$85.7K - $112K
|
1.4K
$114K
|
|
|
Oct 06, 2022
Q3 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
1.29K+ 12.56% |
$78.9K - $103K
|
11.6K
$944K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.28K+ 5.75% |
$78.2K - $102K
|
23.5K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.26KNew |
$76.7K - $100K
|
1.26K
$102K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.2KNew |
$73.3K - $95.7K
|
1.2K
$97.9K
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.14K+ 6.82% |
$69.6K - $90.9K
|
17.8K
$1.46M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.04K+ 35.59% |
$63.8K - $83.2K
|
3.97K
$325K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.04K+ 4.97% |
$63.6K - $83K
|
22K
$1.79M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.03KNew |
$63.2K - $82.5K
|
1.03K
$84.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.02K+ 5.01% |
$62.5K - $81.6K
|
21.5K
$1.75M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
993+ 1.76% |
$60.7K - $79.2K
|
57.3K
$4.68M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
976+ 15.29% |
$59.7K - $77.9K
|
7.36K
$601K
|
|
|
Nov 09, 2022
Q3 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
943+ 2.0% |
$57.6K - $75.2K
|
48.2K
$3.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
925+ 2.89% |
$56.5K - $73.8K
|
33K
$2.69M
|
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
BUY
|
- |
922+ 18.0% |
$56.4K - $73.6K
|
6.04K
$494K
|
|
|
Nov 14, 2022
Q3 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
872+ 2.68% |
$53.3K - $69.6K
|
33.4K
$2.73M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
865+ 323.97% |
$52.9K - $69K
|
1.13K
$92.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
860+ 12.61% |
$52.6K - $68.6K
|
7.68K
$627K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
856+ 12.95% |
$52.3K - $68.3K
|
7.46K
$610K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
845+ 38.71% |
$51.7K - $67.4K
|
3.03K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
787+ 12.0% |
$48.1K - $62.8K
|
7.34K
$600K
|
|
|
Oct 28, 2022
Q3 2022
|
Cambiar Investors LLC
|
BUY
|
- |
766+ 0.18% |
$46.8K - $61.1K
|
422K
$34.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
757New |
$46.3K - $60.4K
|
757
$61.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
726+ 12.0% |
$44.4K - $57.9K
|
6.78K
$553K
|
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
720+ 60.56% |
$44K - $57.4K
|
1.91K
$156K
|