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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
108+ 2.57% |
$8.14K - $10.3K
|
4.32K
$334K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
102New |
$7.69K - $9.69K
|
102
$7.88K
|
|
|
Feb 02, 2023
Q4 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
102+ 1.53% |
$7.69K - $9.69K
|
6.78K
$524K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
101+ 1.67% |
$7.61K - $9.6K
|
6.14K
$475K
|
|
|
Feb 06, 2023
Q4 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
100New |
$7.54K - $9.5K
|
100
$7.73K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 8.31% |
$7.54K - $9.5K
|
1.3K
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
100New |
$7.54K - $9.5K
|
100
$7.73K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
89+ 2.93% |
$6.71K - $8.46K
|
3.13K
$242K
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
81+ 0.03% |
$6.11K - $7.7K
|
278K
$21.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
80+ 0.44% |
$6.03K - $7.6K
|
18.2K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
71+ 55.47% |
$5.35K - $6.75K
|
199
$15.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
70+ 0.71% |
$5.28K - $6.65K
|
9.9K
$765K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
67+ 5.23% |
$5.05K - $6.37K
|
1.35K
$104K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
53New |
$4K - $5.04K
|
53
$4.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
47+ 7.11% |
$3.54K - $4.47K
|
708
$54.7K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 5.88% |
$3.02K - $3.8K
|
720
$55.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
40New |
$3.02K - $3.8K
|
40
$3.09K
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
40+ 0.01% |
$3.02K - $3.8K
|
297K
$23M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
39+ 1.31% |
$2.94K - $3.71K
|
3.02K
$234K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
37+ 30.33% |
$2.79K - $3.52K
|
159
$12.3K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
34+ 9.63% |
$2.56K - $3.23K
|
387
$29.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
33+ 0.99% |
$2.49K - $3.14K
|
3.37K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31+ 0.4% |
$2.34K - $2.95K
|
7.85K
$607K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
30+ 11.03% |
$2.26K - $2.85K
|
302
$23.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
30New |
$2.26K - $2.85K
|
30
$2.32K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
30+ 0.43% |
$2.26K - $2.85K
|
7.08K
$547K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
30+ 0.41% |
$2.26K - $2.85K
|
7.35K
$568K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
27+ 3.83% |
$2.04K - $2.57K
|
732
$56.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 11.79% |
$1.88K - $2.38K
|
237
$18.3K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25+ 156.25% |
$1.88K - $2.38K
|
41
$3.17K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
23+ 18.55% |
$1.73K - $2.19K
|
147
$11.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
22+ 115.79% |
$1.66K - $2.09K
|
41
$3.17K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
20New |
$1.51K - $1.9K
|
20
$1.55K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
20+ 5.6% |
$1.51K - $1.9K
|
377
$29.1K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
19New |
$1.43K - $1.81K
|
19
$1.47K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
15+ 0.29% |
$1.13K - $1.43K
|
5.13K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
14New |
$1.06K - $1.33K
|
14
$1.08K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 2.93% |
$905 - $1.14K
|
422
$32.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
12New |
$905 - $1.14K
|
12
$928
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
12New |
$905 - $1.14K
|
12
$928
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
12+ 0.34% |
$905 - $1.14K
|
3.49K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11+ 0.92% |
$829 - $1.05K
|
1.2K
$92.9K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 1.64% |
$603 - $760
|
496
$38.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.52% |
$528 - $665
|
1.35K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 7.78% |
$528 - $665
|
97
$7.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.79% |
$452 - $570
|
763
$59K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6+ 2.42% |
$452 - $570
|
254
$19.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5New |
$377 - $475
|
5
$387
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4+ 0.04% |
$302 - $380
|
11.2K
$869K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4+ 0.12% |
$302 - $380
|
3.26K
$252K
|