Purchases and Sales Made in Q4 2022 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-517- 1.77% |
$39K - $49.1K
|
28.6K
$2.21M
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
SELL
|
- |
-521- 39.95% |
$39.3K - $49.5K
|
783
$60.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-522- 0.48% |
$39.4K - $49.6K
|
108K
$8.37M
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-535- 1.45% |
$40.3K - $50.8K
|
36.5K
$2.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-555- 9.21% |
$41.8K - $52.7K
|
5.47K
$423K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-573- 23.78% |
$43.2K - $54.4K
|
1.84K
$142K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-577- 4.13% |
$43.5K - $54.8K
|
13.4K
$1.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-592- 12.76% |
$44.6K - $56.2K
|
4.05K
$313K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-628- 12.65% |
$47.3K - $59.7K
|
4.34K
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-657- 17.4% |
$49.5K - $62.4K
|
3.12K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-661- 53.52% |
$49.8K - $62.8K
|
574
$44.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-696- 22.19% |
$52.5K - $66.1K
|
2.44K
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-698- 22.4% |
$52.6K - $66.3K
|
2.42K
$187K
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-708- 48.56% |
$53.4K - $67.3K
|
750
$58K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-716- 2.07% |
$54K - $68K
|
33.9K
$2.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-740- 18.04% |
$55.8K - $70.3K
|
3.36K
$260K
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
SELL
|
- |
-743- 1.7% |
$56K - $70.6K
|
42.9K
$3.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-745- 7.33% |
$56.2K - $70.8K
|
9.42K
$728K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-785- 2.13% |
$59.2K - $74.6K
|
36.1K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-789- 20.24% |
$59.5K - $75K
|
3.11K
$240K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-800- 11.76% |
$60.3K - $76K
|
6K
$464K
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-808- 2.53% |
$60.9K - $76.8K
|
31.2K
$2.41M
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-840- 20.19% |
$63.3K - $79.8K
|
3.32K
$257K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-859- 0.87% |
$64.8K - $81.6K
|
98.2K
$7.59M
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-900- 15.52% |
$67.9K - $85.5K
|
4.9K
$379K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-913- 6.86% |
$68.8K - $86.7K
|
12.4K
$959K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-918- 0.46% |
$69.2K - $87.2K
|
200K
$15.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-937- 27.64% |
$70.6K - $89K
|
2.45K
$190K
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-958- 21.13% |
$72.2K - $91K
|
3.58K
$276K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-964- 6.99% |
$72.7K - $91.6K
|
12.8K
$992K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-964- 6.99% |
$72.7K - $91.6K
|
12.8K
$992K
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-972- 2.91% |
$73.3K - $92.3K
|
32.4K
$2.51M
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1K- 8.67% |
$75.5K - $95.2K
|
10.6K
$816K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.04K- 16.67% |
$78.5K - $98.9K
|
5.2K
$402K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.04K- 4.51% |
$78.6K - $99K
|
22.1K
$1.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-1.05K- 12.41% |
$79.4K - $100K
|
7.43K
$574K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.06K- 4.49% |
$79.7K - $100K
|
22.5K
$1.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-1.13K- 1.75% |
$85.2K - $107K
|
63.3K
$4.89M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.14K- 13.8% |
$85.9K - $108K
|
7.12K
$551K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.14K- 93.14% |
$85.9K - $108K
|
84
$6.49K
|
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.2K- 9.96% |
$90.5K - $114K
|
10.9K
$839K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.26K- 1.97% |
$95K - $120K
|
62.8K
$4.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-1.26K- 1.26% |
$95.1K - $120K
|
98.8K
$7.64M
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.28K- 2.03% |
$96.8K - $122K
|
62K
$4.79M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.3K- 2.93% |
$98K - $124K
|
43K
$3.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.33K- 1.54% |
$100K - $126K
|
85K
$6.57M
|
|
|
Jan 12, 2023
Q4 2022
|
Community Capital Management, LLC
|
SELL
|
- |
-1.35K- 31.03% |
$102K - $128K
|
3K
$232K
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-1.37K- 5.63% |
$103K - $130K
|
22.9K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.44K- 4.74% |
$108K - $137K
|
28.9K
$2.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.45K- 7.67% |
$109K - $138K
|
17.5K
$1.35M
|