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 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
427+ 8.69% |
$27.8K - $31.6K
|
5.34K
$458K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
416+ 28.65% |
$27.1K - $30.8K
|
1.87K
$160K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
416+ 15.24% |
$27.1K - $30.8K
|
3.15K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
400+ 0.77% |
$26K - $29.6K
|
52.4K
$4.49M
|
|
|
Aug 08, 2022
Q4 2021
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
396New |
$25.8K - $29.3K
|
396
$33.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
395+ 248.43% |
$25.7K - $29.2K
|
554
$47.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
375+ 657.89% |
$24.4K - $27.7K
|
432
$37K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
375+ 4.69% |
$24.4K - $27.7K
|
8.37K
$717K
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
371+ 1.34% |
$24.2K - $27.4K
|
28.1K
$2.41M
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
366+ 11.14% |
$23.8K - $27.1K
|
3.65K
$313K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
365New |
$23.8K - $27K
|
365
$31.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
347+ 6.59% |
$22.6K - $25.7K
|
5.61K
$481K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
336+ 15.34% |
$21.9K - $24.8K
|
2.53K
$217K
|
|
|
Feb 03, 2022
Q4 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
335+ 2.21% |
$21.8K - $24.8K
|
15.5K
$1.33M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
319+ 1.8% |
$20.8K - $23.6K
|
18K
$1.54M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
314New |
$20.4K - $23.2K
|
314
$26.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
311+ 3.76% |
$20.3K - $23K
|
8.58K
$736K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
309New |
$20.1K - $22.8K
|
309
$26.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
304New |
$19.8K - $22.5K
|
304
$26.1K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
293New |
$19.1K - $21.7K
|
293
$25.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
286+ 8.8% |
$18.6K - $21.1K
|
3.54K
$303K
|
|
|
Feb 02, 2022
Q4 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
276+ 4.18% |
$18K - $20.4K
|
6.88K
$589K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
258+ 4.9% |
$16.8K - $19.1K
|
5.52K
$473K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
257New |
$16.7K - $19K
|
257
$22K
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
250+ 3.24% |
$16.3K - $18.5K
|
7.96K
$682K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
247New |
$16.1K - $18.3K
|
247
$21.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
245+ 3.66% |
$16K - $18.1K
|
6.95K
$596K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
242+ 6.37% |
$15.8K - $17.9K
|
4.04K
$346K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
237+ 0.43% |
$15.4K - $17.5K
|
55.1K
$4.72M
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
236+ 5.48% |
$15.4K - $17.4K
|
4.54K
$389K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
235New |
$15.3K - $17.4K
|
235
$20.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
227New |
$14.8K - $16.8K
|
227
$19.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
224+ 3.17% |
$14.6K - $16.6K
|
7.28K
$624K
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
220+ 2.55% |
$14.3K - $16.3K
|
8.84K
$758K
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
216+ 1.35% |
$14.1K - $16K
|
16.2K
$1.39M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
213+ 20.36% |
$13.9K - $15.7K
|
1.26K
$108K
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
205+ 5.92% |
$13.3K - $15.2K
|
3.67K
$314K
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
202+ 2.57% |
$13.2K - $14.9K
|
8.07K
$692K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
201+ 14.6% |
$13.1K - $14.9K
|
1.58K
$135K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
190+ 36.54% |
$12.4K - $14K
|
710
$60.9K
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
174New |
$11.3K - $12.9K
|
174
$14.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
166+ 3.96% |
$10.8K - $12.3K
|
4.35K
$373K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
165New |
$10.7K - $12.2K
|
165
$14.1K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
162New |
$10.5K - $12K
|
162
$13.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
145New |
$9.44K - $10.7K
|
145
$12.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
145+ 2.66% |
$9.44K - $10.7K
|
5.61K
$481K
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
143+ 0.23% |
$9.31K - $10.6K
|
62.6K
$5.36M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
135+ 2.55% |
$8.79K - $9.98K
|
5.43K
$466K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
134New |
$8.73K - $9.91K
|
134
$11.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
131New |
$8.53K - $9.68K
|
131
$11.2K
|