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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.44K+ 48.9% |
$109K - $137K
|
4.39K
$340K
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.39K+ 0.29% |
$105K - $132K
|
483K
$37.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
1.34K+ 3.08% |
$101K - $127K
|
44.7K
$3.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
1.32K+ 37.08% |
$99.5K - $125K
|
4.88K
$377K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.3KNew |
$97.7K - $123K
|
1.3K
$100K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.19K+ 3505.88% |
$89.9K - $113K
|
1.23K
$94.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
1.17K+ 1.68% |
$88.1K - $111K
|
70.5K
$5.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.17K+ 30.02% |
$87.8K - $111K
|
5.05K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.15K+ 15.93% |
$86.7K - $109K
|
8.37K
$647K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.02K+ 6.9% |
$77K - $97K
|
15.8K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.02K+ 11.03% |
$76.6K - $96.5K
|
10.2K
$791K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.01K+ 13.88% |
$76.2K - $96K
|
8.3K
$641K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
970+ 7.59% |
$73.1K - $92.2K
|
13.8K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
956+ 15.94% |
$72.1K - $90.8K
|
6.96K
$538K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
947New |
$71.4K - $90K
|
947
$73.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
938New |
$70.7K - $89.1K
|
938
$72.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
922New |
$69.5K - $87.6K
|
922
$71.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
809+ 3.31% |
$61K - $76.9K
|
25.2K
$1.95M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
773+ 19.45% |
$58.3K - $73.4K
|
4.75K
$367K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
752+ 16.6% |
$56.7K - $71.4K
|
5.28K
$408K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
725New |
$54.7K - $68.9K
|
725
$56K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
703+ 1.19% |
$53K - $66.8K
|
59.7K
$4.62M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
700New |
$52.8K - $66.5K
|
700
$54.1K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
679+ 23.36% |
$51.2K - $64.5K
|
3.59K
$277K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
672+ 10.77% |
$50.7K - $63.8K
|
6.91K
$534K
|
|
|
Feb 14, 2023
Q4 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
656+ 2.66% |
$49.5K - $62.3K
|
25.3K
$1.95M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
606+ 178.76% |
$45.7K - $57.6K
|
945
$73K
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
596+ 2.17% |
$44.9K - $56.6K
|
28.1K
$2.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
548+ 2.26% |
$41.3K - $52.1K
|
24.8K
$1.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
540+ 1.68% |
$40.7K - $51.3K
|
32.7K
$2.53M
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
507+ 18.11% |
$38.2K - $48.2K
|
3.31K
$256K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
504+ 110.77% |
$38K - $47.9K
|
959
$74.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
500+ 46.47% |
$37.7K - $47.5K
|
1.58K
$122K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
495+ 6.26% |
$37.3K - $47K
|
8.41K
$650K
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
480+ 0.89% |
$36.2K - $45.6K
|
54.7K
$4.23M
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
469+ 17.04% |
$35.4K - $44.6K
|
3.22K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
468New |
$35.3K - $44.5K
|
468
$36.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
457+ 7.56% |
$34.5K - $43.4K
|
6.5K
$503K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
457New |
$34.5K - $43.4K
|
457
$35.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
450New |
$33.9K - $42.8K
|
450
$34.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
444+ 4.56% |
$33.5K - $42.2K
|
10.2K
$787K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
419+ 1.31% |
$31.6K - $39.8K
|
32.5K
$2.51M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
417+ 14.33% |
$31.4K - $39.6K
|
3.33K
$257K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
415New |
$31.3K - $39.4K
|
415
$32.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
411New |
$31K - $39K
|
411
$31.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
400+ 4.79% |
$30.2K - $38K
|
8.74K
$676K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
387New |
$29.2K - $36.8K
|
387
$29.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
365+ 7.48% |
$27.5K - $34.7K
|
5.25K
$406K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
362+ 31.98% |
$27.3K - $34.4K
|
1.49K
$115K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
357+ 7.7% |
$26.9K - $33.9K
|
4.99K
$386K
|