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 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
10.9K+ 71.0% |
$818K - $1.03M
|
26.1K
$2.02M
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
10.8K+ 6200.0% |
$813K - $1.02M
|
11K
$847K
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
10.6K+ 68.53% |
$796K - $1M
|
26K
$2.01M
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
10.4K+ 3.39% |
$782K - $986K
|
316K
$24.4M
|
|
Feb 13, 2023
Q4 2022
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
10K+ 34.13% |
$754K - $950K
|
39.3K
$3.04M
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
9.8KNew |
$739K - $931K
|
9.8K
$758K
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
9.8K+ 127.57% |
$738K - $931K
|
17.5K
$1.35M
|
|
Feb 06, 2023
Q4 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
9.72K+ 9.5% |
$733K - $923K
|
112K
$8.66M
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
9.57K+ 19.86% |
$721K - $909K
|
57.8K
$4.46M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.49K+ 73.76% |
$715K - $901K
|
22.3K
$1.73M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.48K+ 13.93% |
$715K - $901K
|
77.5K
$5.99M
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
8.92KNew |
$673K - $847K
|
8.92K
$690K
|
|
Feb 08, 2023
Q4 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
8.86KNew |
$668K - $842K
|
8.86K
$685K
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
8.84KNew |
$666K - $840K
|
8.84K
$683K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
8.34KNew |
$628K - $792K
|
8.34K
$644K
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.26KNew |
$623K - $785K
|
8.26K
$638K
|
|
Feb 14, 2023
Q4 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
8.17KNew |
$616K - $776K
|
8.17K
$632K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.05K+ 109.38% |
$607K - $765K
|
15.4K
$1.19M
|
|
Feb 13, 2023
Q4 2022
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
8.03K+ 10.08% |
$605K - $763K
|
87.6K
$6.77M
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
8K+ 26.95% |
$603K - $760K
|
37.7K
$2.91M
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.81K+ 232.57% |
$588K - $741K
|
11.2K
$863K
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
7.76KNew |
$585K - $737K
|
7.76K
$600K
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.68K+ 99.1% |
$579K - $730K
|
15.4K
$1.19M
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
7.66K+ 149.28% |
$577K - $727K
|
12.8K
$988K
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
7.65KNew |
$576K - $726K
|
7.65K
$591K
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.47K+ 2.84% |
$563K - $710K
|
270K
$20.9M
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
7.12KNew |
$537K - $677K
|
7.12K
$551K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.9KNew |
$520K - $655K
|
6.9K
$533K
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
6.81K+ 9.9% |
$513K - $647K
|
75.6K
$5.84M
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
6.79K+ 1436.15% |
$512K - $645K
|
7.27K
$562K
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
6.73K+ 27.49% |
$507K - $639K
|
31.2K
$2.41M
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
6.54KNew |
$493K - $621K
|
6.54K
$506K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.45K+ 24.84% |
$486K - $613K
|
32.4K
$2.51M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.44K+ 35.05% |
$485K - $612K
|
24.8K
$1.92M
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
6.44K+ 13.21% |
$485K - $611K
|
55.1K
$4.26M
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.38K+ 216.79% |
$481K - $606K
|
9.32K
$720K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.36KNew |
$480K - $604K
|
6.36K
$492K
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.22KNew |
$469K - $591K
|
6.22K
$481K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.14K+ 20.31% |
$463K - $583K
|
36.4K
$2.81M
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
5.91K+ 27.84% |
$445K - $561K
|
27.1K
$2.1M
|
|
Feb 09, 2023
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
5.82K+ 8.32% |
$439K - $553K
|
75.7K
$5.85M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
5.78KNew |
$436K - $549K
|
5.78K
$447K
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
5.6KNew |
$422K - $532K
|
5.6K
$433K
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.51KNew |
$415K - $523K
|
5.51K
$426K
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.44K+ 77.36% |
$410K - $517K
|
12.5K
$964K
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
5.43KNew |
$409K - $516K
|
5.43K
$420K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
5.34K+ 6.89% |
$402K - $507K
|
82.8K
$6.4M
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
5.31KNew |
$400K - $505K
|
5.31K
$411K
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
5.29KNew |
$399K - $502K
|
5.29K
$409K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.26K+ 16.5% |
$396K - $499K
|
37.1K
$2.87M
|