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 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
157+ 4.62% |
$9.6K - $12.5K
|
3.56K
$296K
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
146+ 4.19% |
$8.92K - $11.6K
|
3.63K
$302K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
143+ 4.08% |
$8.74K - $11.4K
|
3.65K
$303K
|
|
|
Nov 14, 2022
Q3 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
142+ 0.52% |
$8.68K - $11.3K
|
27.5K
$2.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
140+ 1166.67% |
$8.56K - $11.2K
|
152
$12.7K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
122New |
$7.46K - $9.73K
|
122
$10.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
122+ 1.13% |
$7.46K - $9.73K
|
10.9K
$906K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
118+ 95.16% |
$7.21K - $9.41K
|
242
$20.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
111+ 22.93% |
$6.79K - $8.86K
|
595
$49.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
110New |
$6.72K - $8.78K
|
110
$9.16K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
103+ 1.98% |
$6.3K - $8.22K
|
5.29K
$441K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
100+ 14.6% |
$6.11K - $7.98K
|
785
$65.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
97New |
$5.93K - $7.74K
|
97
$8.08K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
92+ 0.91% |
$5.62K - $7.34K
|
10.2K
$847K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
91+ 81.25% |
$5.56K - $7.26K
|
203
$16.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
90+ 1.82% |
$5.5K - $7.18K
|
5.03K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
90New |
$5.5K - $7.18K
|
90
$7.49K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
80+ 13.33% |
$4.89K - $6.38K
|
680
$56.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
80+ 2.35% |
$4.89K - $6.38K
|
3.48K
$290K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
78+ 1950.0% |
$4.77K - $6.22K
|
82
$6.83K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
72+ 18.8% |
$4.4K - $5.74K
|
455
$37.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
70+ 1.89% |
$4.28K - $5.58K
|
3.78K
$314K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
67+ 60.91% |
$4.1K - $5.35K
|
177
$14.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
67+ 3.57% |
$4.1K - $5.35K
|
1.95K
$162K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
67+ 24.63% |
$4.1K - $5.35K
|
339
$28.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
64New |
$3.91K - $5.11K
|
64
$5.33K
|
|
|
Nov 14, 2022
Q3 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
63New |
$3.85K - $5.03K
|
63
$5.25K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
60+ 1.03% |
$3.67K - $4.79K
|
5.89K
$490K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
55+ 15.71% |
$3.36K - $4.39K
|
405
$33.7K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
50+ 4.06% |
$3.06K - $3.99K
|
1.28K
$107K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
49+ 22.17% |
$3K - $3.91K
|
270
$22.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
45+ 0.14% |
$2.75K - $3.59K
|
32.1K
$2.67M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
44+ 3.38% |
$2.69K - $3.51K
|
1.35K
$112K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
41New |
$2.51K - $3.27K
|
41
$3.41K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
40+ 0.79% |
$2.45K - $3.19K
|
5.08K
$423K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
31+ 0.63% |
$1.9K - $2.47K
|
4.97K
$413K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
29+ 23.97% |
$1.77K - $2.31K
|
150
$12.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
29+ 0.91% |
$1.77K - $2.31K
|
3.2K
$266K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24+ 240.0% |
$1.47K - $1.91K
|
34
$2.83K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
24+ 8.73% |
$1.47K - $1.91K
|
299
$24.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
23New |
$1.41K - $1.83K
|
23
$1.91K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
22New |
$1.34K - $1.76K
|
22
$1.83K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
18+ 0.71% |
$1.1K - $1.44K
|
2.56K
$213K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 2.5% |
$856 - $1.12K
|
574
$47.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14+ 280.0% |
$856 - $1.12K
|
19
$1.58K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
13+ 3.78% |
$795 - $1.04K
|
357
$29.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11+ 0.44% |
$672 - $878
|
2.52K
$210K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 5.47% |
$672 - $878
|
212
$17.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9+ 0.05% |
$550 - $718
|
17.2K
$1.43M
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
7+ 0.17% |
$428 - $558
|
4.03K
$335K
|