Purchases and Sales Made in Q4 2021 in Principal Financial Group Inc (PFG)

PFG Quotes by TradingView

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 15, 2022 Q4 2021
Cwa Asset Management Group, LLC

BUY
 -
2
+ 0.04%
$130 - $148
5.34K $457K
Feb 14, 2022 Q4 2021
Tradition Wealth Management, LLC

BUY
 -
2
+ 0.77%
$130 - $148
262 $22.5K
Feb 14, 2022 Q4 2021
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
2
+ 0.44%
$130 - $148
457 $39.2K
Oct 13, 2023 Q4 2021
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
1
New
$65.1 - $73.9
1 $85.7
Jan 19, 2022 Q4 2021
Hudock, Inc.

BUY
 -
1
+ 0.22%
$65.1 - $73.9
447 $38.3K
Feb 15, 2022 Q4 2021
Colony Group LLC

Boston, MA
BUY
 -
1
+ 0.01%
$65.1 - $73.9
9.95K $853K
Jan 06, 2022 Q4 2021
Tarbox Family Office, Inc.

SELL
 -
-1
- 0.19%
$65.1 - $73.9
526 $45.1K
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-6
- 0.04%
$391 - $444
16.5K $1.42M
Feb 09, 2022 Q4 2021
Holderness Investments CO

Greensboro, NC
SELL
 -
-6
- 0.06%
$391 - $444
10.5K $899K
Jan 21, 2022 Q4 2021
Baystate Wealth Management LLC

SELL
 -
-11
Closed
$716 - $813
0 $0
Jan 25, 2022 Q4 2021
Hohimer Wealth Management, LLC

SELL
 -
-21
- 0.08%
$1.37K - $1.55K
25.4K $2.18M
Nov 07, 2023 Q4 2021
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-25
- 3.79%
$1.63K - $1.85K
635 $54.4K
Feb 15, 2022 Q4 2021
Hm Payson & CO

Portland, ME
SELL
 -
-26
- 12.56%
$1.69K - $1.92K
181 $15.5K
Jan 31, 2022 Q4 2021
Horizon Financial Services, LLC

SELL
 -
-28
- 13.73%
$1.82K - $2.07K
176 $15.1K
Jan 31, 2022 Q4 2021
Eads & Heald Wealth Management

SELL
 -
-30
- 0.66%
$1.95K - $2.22K
4.53K $388K
Jan 31, 2022 Q4 2021
Vestmark Advisory Solutions, Inc.

SELL
 -
-31
- 0.77%
$2.02K - $2.29K
4.01K $343K
Feb 14, 2022 Q4 2021
Federated Hermes, Inc.

Pittsburgh, PA
SELL
 -
-32
- 2.04%
$2.08K - $2.37K
1.54K $132K
Jan 27, 2022 Q4 2021
Rockland Trust CO

SELL
 -
-34
- 0.18%
$2.21K - $2.51K
19.3K $1.66M
Feb 14, 2022 Q4 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-34
- 19.43%
$2.21K - $2.51K
141 $12.1K
Feb 02, 2022 Q4 2021
Janiczek Wealth Management, LLC

SELL
 -
-40
- 90.91%
$2.6K - $2.96K
4 $343
Feb 14, 2022 Q4 2021
Resolute Advisors LLC

SELL
 -
-51
Closed
$3.32K - $3.77K
0 $0
Feb 11, 2022 Q4 2021
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-53
- 33.13%
$3.45K - $3.92K
107 $9.17K
Jan 24, 2022 Q4 2021
Fieldpoint Private Securities, LLC

SELL
 -
-55
- 5.16%
$3.58K - $4.07K
1.01K $86.6K
Jan 27, 2022 Q4 2021
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-57
- 2.08%
$3.71K - $4.21K
2.68K $229K
Feb 08, 2022 Q4 2021
Profund Advisors LLC

SELL
 -
-66
- 1.9%
$4.3K - $4.88K
3.4K $292K
Aug 16, 2024 Q4 2021
Td Private Client Wealth LLC

New York, NY
SELL
 -
-79
- 14.63%
$5.14K - $5.84K
461 $39.5K
Feb 14, 2022 Q4 2021
Seeyond

Paris, I0
SELL
 -
-84
- 1.07%
$5.47K - $6.21K
7.77K $666K
Feb 02, 2022 Q4 2021
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-94
- 0.35%
$6.12K - $6.95K
26.7K $2.29M
Jan 18, 2022 Q4 2021
Accel Wealth Management

SELL
 -
-95
- 6.51%
$6.19K - $7.02K
1.37K $117K
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-100
Closed
$6.51K - $7.39K
0 $0
Jan 14, 2022 Q4 2021
Louisiana State Employees Retirement System

SELL
 -
-100
- 0.65%
$6.51K - $7.39K
15.4K $1.32M
Mar 11, 2022 Q4 2021
City Holding CO

SELL
 -
-100
- 12.85%
$6.51K - $7.39K
678 $58.1K
Feb 09, 2022 Q4 2021
Horan Securities, Inc.

SELL
 -
-110
- 73.33%
$7.16K - $8.13K
40 $3.43K
Feb 09, 2022 Q4 2021
Nicolet Bankshares Inc

Green Bay, WI
SELL
 -
-117
- 1.73%
$7.62K - $8.65K
6.65K $570K
Dec 19, 2023 Q4 2021
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-120
Closed
$7.81K - $8.87K
0 $0
Jan 18, 2022 Q4 2021
Cutler Group LP

SELL
 -
-123
Closed
$8.01K - $9.09K
0 $0
Feb 08, 2022 Q4 2021
Choreo, LLC

Minneapolis, MN
SELL
 -
-129
- 2.05%
$8.4K - $9.54K
6.18K $529K
Jan 13, 2022 Q4 2021
Wedbush Securities Inc

SELL
 -
-146
- 2.69%
$9.51K - $10.8K
5.28K $452K
Feb 16, 2022 Q4 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-157
- 1.43%
$10.2K - $11.6K
10.8K $929K
Feb 11, 2022 Q4 2021
Burney CO

Reston, VA
SELL
 -
-164
- 0.8%
$10.7K - $12.1K
20.4K $1.75M
Feb 03, 2022 Q4 2021
Spectrum Management Group, LLC

SELL
 -
-187
- 64.26%
$12.2K - $13.8K
104 $8.92K
Feb 11, 2022 Q4 2021
Jt Stratford LLC

Gainesville, GA
SELL
 -
-192
- 2.91%
$12.5K - $14.2K
6.41K $550K
Feb 07, 2022 Q4 2021
Hillsdale Investment Management Inc.

Toronto, A6
SELL
 -
-200
Closed
$13K - $14.8K
0 $0
Feb 03, 2022 Q4 2021
Mutual Of America Capital Management LLC

New York, NY
SELL
 -
-201
- 0.61%
$13.1K - $14.9K
32.6K $2.79M
Feb 11, 2022 Q4 2021
Zions Bancorporation, N.A.

SELL
 -
-223
- 53.48%
$14.5K - $16.5K
194 $16.6K
Jan 18, 2022 Q4 2021
Ifm Investors Pty LTD

SELL
 -
-224
- 0.54%
$14.6K - $16.6K
41.1K $3.52M
Feb 10, 2022 Q4 2021
Norinchukin Bank, The

Tokyo, M0
SELL
 -
-230
- 2.73%
$15K - $17K
8.2K $703K
Jan 31, 2022 Q4 2021
Ieq Capital, LLC

SELL
 -
-231
- 7.19%
$15K - $17.1K
2.98K $256K
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-234
Closed
$15.2K - $17.3K
0 $0

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