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 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
112+ 1.58% |
$8.44K - $10.6K
|
7.22K
$614K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
108+ 2.57% |
$8.14K - $10.3K
|
4.32K
$367K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
108+ 2.57% |
$8.14K - $10.3K
|
4.32K
$367K
|
|
|
Feb 02, 2023
Q4 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
102+ 1.53% |
$7.69K - $9.69K
|
6.78K
$577K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
102New |
$7.69K - $9.69K
|
102
$8.68K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
101+ 1.67% |
$7.61K - $9.6K
|
6.14K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
100New |
$7.54K - $9.5K
|
100
$8.51K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 8.31% |
$7.54K - $9.5K
|
1.3K
$111K
|
|
|
Feb 06, 2023
Q4 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
100New |
$7.54K - $9.5K
|
100
$8.51K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
89+ 2.93% |
$6.71K - $8.46K
|
3.13K
$266K
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
81+ 0.03% |
$6.11K - $7.7K
|
278K
$23.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
80+ 0.44% |
$6.03K - $7.6K
|
18.2K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
71+ 55.47% |
$5.35K - $6.75K
|
199
$16.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
70+ 0.71% |
$5.28K - $6.65K
|
9.9K
$842K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
67+ 5.23% |
$5.05K - $6.37K
|
1.35K
$115K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
53New |
$4K - $5.04K
|
53
$4.51K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
47+ 7.11% |
$3.54K - $4.47K
|
708
$60.2K
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
40+ 0.01% |
$3.02K - $3.8K
|
297K
$25.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
40New |
$3.02K - $3.8K
|
40
$3.4K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 5.88% |
$3.02K - $3.8K
|
720
$61.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
39+ 1.31% |
$2.94K - $3.71K
|
3.02K
$257K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
37+ 30.33% |
$2.79K - $3.52K
|
159
$13.5K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
34+ 9.63% |
$2.56K - $3.23K
|
387
$32.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
33+ 0.99% |
$2.49K - $3.14K
|
3.37K
$287K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31+ 0.4% |
$2.34K - $2.95K
|
7.85K
$668K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
30+ 11.03% |
$2.26K - $2.85K
|
302
$25.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
30+ 0.43% |
$2.26K - $2.85K
|
7.08K
$602K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
30New |
$2.26K - $2.85K
|
30
$2.55K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
30+ 0.41% |
$2.26K - $2.85K
|
7.35K
$626K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
27+ 3.83% |
$2.04K - $2.57K
|
732
$62.3K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25+ 156.25% |
$1.88K - $2.38K
|
41
$3.49K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 11.79% |
$1.88K - $2.38K
|
237
$20.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
23+ 18.55% |
$1.73K - $2.19K
|
147
$12.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
22+ 115.79% |
$1.66K - $2.09K
|
41
$3.49K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
20New |
$1.51K - $1.9K
|
20
$1.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
20+ 5.6% |
$1.51K - $1.9K
|
377
$32.1K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
19New |
$1.43K - $1.81K
|
19
$1.62K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
15+ 0.29% |
$1.13K - $1.43K
|
5.13K
$437K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
14New |
$1.06K - $1.33K
|
14
$1.19K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
12New |
$905 - $1.14K
|
12
$1.02K
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
12+ 0.34% |
$905 - $1.14K
|
3.49K
$297K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
12New |
$905 - $1.14K
|
12
$1.02K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 2.93% |
$905 - $1.14K
|
422
$35.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11+ 0.92% |
$829 - $1.05K
|
1.2K
$102K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 1.64% |
$603 - $760
|
496
$42.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 7.78% |
$528 - $665
|
97
$8.25K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.52% |
$528 - $665
|
1.35K
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6+ 2.42% |
$452 - $570
|
254
$21.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.79% |
$452 - $570
|
763
$64.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5New |
$377 - $475
|
5
$425
|