Purchases and Sales Made in Q4 2021 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
3.55KNew |
$231K - $262K
|
3.55K
$304K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.54KNew |
$230K - $262K
|
3.54K
$303K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.41KNew |
$222K - $252K
|
3.41K
$292K
|
|
|
Feb 10, 2022
Q4 2021
|
Aviva PLC
|
BUY
|
- |
3.39K+ 4.19% |
$221K - $251K
|
84.5K
$7.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.35KNew |
$218K - $248K
|
3.35K
$288K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
3.17KNew |
$206K - $234K
|
3.17K
$271K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.15KNew |
$205K - $233K
|
3.15K
$270K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.14KNew |
$205K - $232K
|
3.14K
$270K
|
|
|
Feb 15, 2022
Q4 2021
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.11K+ 0.64% |
$202K - $230K
|
490K
$42M
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.1KNew |
$202K - $229K
|
3.1K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
3.07KNew |
$200K - $227K
|
3.07K
$263K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.07KNew |
$200K - $227K
|
3.07K
$263K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
3.04KNew |
$198K - $225K
|
3.04K
$260K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
3K+ 87.34% |
$195K - $222K
|
6.44K
$552K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3K+ 26.88% |
$195K - $222K
|
14.2K
$1.21M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
3KNew |
$195K - $222K
|
3K
$257K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
2.96KNew |
$193K - $219K
|
2.96K
$254K
|
|
|
Feb 11, 2022
Q4 2021
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
2.95K+ 1.34% |
$192K - $218K
|
223K
$19.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.92K+ 34.41% |
$190K - $216K
|
11.4K
$978K
|
|
|
Jan 28, 2022
Q4 2021
|
Security National Bank
|
BUY
|
- |
2.91KNew |
$189K - $215K
|
2.91K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.9KNew |
$189K - $214K
|
2.9K
$248K
|
|
|
Jan 14, 2022
Q4 2021
|
Gateway Investment Advisers LLC
|
BUY
|
- |
2.89KNew |
$188K - $214K
|
2.89K
$248K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
2.87K+ 3.43% |
$187K - $212K
|
86.3K
$7.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.84KNew |
$185K - $210K
|
2.84K
$243K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.82KNew |
$184K - $208K
|
2.82K
$242K
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.79K+ 4.78% |
$181K - $206K
|
61.1K
$5.24M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.78KNew |
$181K - $206K
|
2.78K
$239K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.78K+ 11.94% |
$181K - $205K
|
26K
$2.23M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
2.63K+ 22.88% |
$171K - $195K
|
14.1K
$1.21M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
2.5KNew |
$163K - $185K
|
2.5K
$214K
|
|
|
Apr 05, 2024
Q4 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
2.4K+ 19.51% |
$156K - $177K
|
14.7K
$1.26M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.36K+ 22.94% |
$154K - $175K
|
12.7K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.26K+ 36.15% |
$147K - $167K
|
8.49K
$728K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
2.21K+ 3.67% |
$144K - $163K
|
62.3K
$5.34M
|
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.15KNew |
$140K - $159K
|
2.15K
$185K
|
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
2.13K+ 43.81% |
$139K - $158K
|
7K
$600K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.11K+ 6.68% |
$137K - $156K
|
33.6K
$2.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.05KNew |
$134K - $152K
|
2.05K
$176K
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
2.01K+ 7.49% |
$131K - $149K
|
28.9K
$2.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
1.9KNew |
$124K - $140K
|
1.9K
$163K
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.86K+ 8.62% |
$121K - $138K
|
23.4K
$2.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.82K+ 336.97% |
$119K - $135K
|
2.36K
$203K
|
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.82K+ 2.53% |
$118K - $134K
|
73.7K
$6.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.79KNew |
$117K - $133K
|
1.79K
$154K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.77K+ 16.5% |
$115K - $131K
|
12.5K
$1.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.77K+ 29.43% |
$115K - $131K
|
7.78K
$667K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1.69K+ 19.39% |
$110K - $125K
|
10.4K
$891K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.61K+ 9.75% |
$105K - $119K
|
18.1K
$1.55M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.55K+ 20.18% |
$101K - $115K
|
9.24K
$792K
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.53K+ 12.32% |
$99.7K - $113K
|
14K
$1.2M
|