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 |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-180- 3.4% |
$11K - $14.4K
|
5.12K
$426K
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-182- 3.92% |
$11.1K - $14.5K
|
4.46K
$372K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-185- 7.65% |
$11.3K - $14.8K
|
2.23K
$186K
|
|
Nov 08, 2022
Q3 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-191- 2.15% |
$11.7K - $15.2K
|
8.7K
$725K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-192- 1.92% |
$11.7K - $15.3K
|
9.83K
$819K
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-200- 2.76% |
$12.2K - $16K
|
7.05K
$587K
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 2.36% |
$12.2K - $16K
|
8.26K
$688K
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-202- 41.06% |
$12.3K - $16.1K
|
290
$24.1K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-205- 16.28% |
$12.5K - $16.4K
|
1.05K
$87.8K
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-227- 51.36% |
$13.9K - $18.1K
|
215
$17.9K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-237- 1.02% |
$14.5K - $18.9K
|
23K
$1.92M
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-239- 37.17% |
$14.6K - $19.1K
|
404
$33.6K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-239- 26.44% |
$14.6K - $19.1K
|
665
$55.4K
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-244- 2.77% |
$14.9K - $19.5K
|
8.57K
$714K
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-253- 27.96% |
$15.5K - $20.2K
|
652
$54.3K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-258Closed |
$15.8K - $20.6K
|
0
$0
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-267- 7.01% |
$16.3K - $21.3K
|
3.54K
$295K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-269- 17.89% |
$16.4K - $21.5K
|
1.24K
$103K
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-274- 0.33% |
$16.7K - $21.9K
|
83.7K
$6.97M
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-294- 7.31% |
$18K - $23.5K
|
3.73K
$311K
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-298- 0.46% |
$18.2K - $23.8K
|
64.1K
$5.34M
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-300- 0.67% |
$18.3K - $23.9K
|
44.3K
$3.69M
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-306- 1.61% |
$18.7K - $24.4K
|
18.7K
$1.56M
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-306- 0.95% |
$18.7K - $24.4K
|
32K
$2.66M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-311- 0.91% |
$19K - $24.8K
|
33.9K
$2.82M
|
|
Nov 09, 2022
Q3 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-318- 4.54% |
$19.4K - $25.4K
|
6.68K
$556K
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-325- 5.7% |
$19.9K - $25.9K
|
5.38K
$448K
|
|
Nov 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-333- 19.99% |
$20.4K - $26.6K
|
1.33K
$111K
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-333- 1.73% |
$20.4K - $26.6K
|
18.9K
$1.58M
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-346- 7.82% |
$21.2K - $27.6K
|
4.08K
$339K
|
|
Oct 07, 2022
Q3 2022
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-350- 0.79% |
$21.4K - $27.9K
|
44.2K
$3.68M
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-355- 2.51% |
$21.7K - $28.3K
|
13.8K
$1.15M
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-355- 2.51% |
$21.7K - $28.3K
|
13.8K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-361- 8.06% |
$22.1K - $28.8K
|
4.12K
$343K
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-366- 6.01% |
$22.4K - $29.2K
|
5.72K
$476K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-374- 8.16% |
$22.9K - $29.8K
|
4.21K
$350K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-374- 8.16% |
$22.9K - $29.8K
|
4.21K
$350K
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-380- 0.27% |
$23.2K - $30.3K
|
142K
$11.8M
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-381- 4.46% |
$23.3K - $30.4K
|
8.17K
$680K
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-381- 20.72% |
$23.3K - $30.4K
|
1.46K
$121K
|
|
Oct 20, 2022
Q3 2022
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-391- 10.78% |
$23.9K - $31.2K
|
3.24K
$270K
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-391- 2.59% |
$23.9K - $31.2K
|
14.7K
$1.22M
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-392- 7.15% |
$24K - $31.3K
|
5.09K
$424K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-400- 4.58% |
$24.5K - $31.9K
|
8.34K
$695K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-402- 2.58% |
$24.6K - $32.1K
|
15.2K
$1.26M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-406- 9.32% |
$24.8K - $32.4K
|
3.95K
$329K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-412- 7.41% |
$25.2K - $32.9K
|
5.15K
$429K
|
|
Oct 20, 2022
Q3 2022
|
Edmp, Inc.
|
SELL
|
- |
-430- 1.1% |
$26.3K - $34.3K
|
38.8K
$3.23M
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-430- 8.48% |
$26.3K - $34.3K
|
4.64K
$386K
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-430- 3.35% |
$26.3K - $34.3K
|
12.4K
$1.03M
|