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 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4+ 0.11% |
$302 - $380
|
3.56K
$275K
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
4+ 0.1% |
$302 - $380
|
3.9K
$301K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4+ 0.07% |
$302 - $380
|
5.34K
$413K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 10.81% |
$302 - $380
|
41
$3.17K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3+ 0.12% |
$226 - $285
|
2.43K
$188K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3+ 0.06% |
$226 - $285
|
5.03K
$389K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.82% |
$226 - $285
|
368
$28.4K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.74% |
$226 - $285
|
407
$31.5K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 0.83% |
$151 - $190
|
244
$18.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2+ 1.32% |
$151 - $190
|
154
$11.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.12% |
$151 - $190
|
1.63K
$126K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2New |
$151 - $190
|
2
$155
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.07% |
$151 - $190
|
2.78K
$215K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.19% |
$151 - $190
|
1.06K
$81.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2+ 0.66% |
$151 - $190
|
303
$23.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1+ 0.02% |
$75.4 - $95
|
5.08K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$75.4 - $95
|
7.66K
$592K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.38% |
$75.4 - $95
|
264
$20.4K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.49% |
$75.4 - $95
|
204
$15.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-3- 2.04% |
$226 - $285
|
144
$11.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-4- 0.02% |
$302 - $380
|
23K
$1.78M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-6- 1.73% |
$452 - $570
|
340
$26.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-6- 0.07% |
$452 - $570
|
8.7K
$672K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-7- 1.48% |
$528 - $665
|
465
$35.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14- 0.55% |
$1.06K - $1.33K
|
2.55K
$197K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-20- 2.38% |
$1.51K - $1.9K
|
822
$63.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-23- 0.33% |
$1.73K - $2.19K
|
6.95K
$537K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-26- 1.34% |
$1.96K - $2.47K
|
1.92K
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-35- 2.79% |
$2.64K - $3.33K
|
1.22K
$94.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-36- 1.03% |
$2.71K - $3.42K
|
3.46K
$268K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-36- 2.3% |
$2.71K - $3.42K
|
1.53K
$118K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-36- 1.93% |
$2.71K - $3.42K
|
1.83K
$141K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-37- 1.45% |
$2.79K - $3.52K
|
2.52K
$195K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-46- 0.21% |
$3.47K - $4.37K
|
21.7K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-48- 1.56% |
$3.62K - $4.56K
|
3.03K
$234K
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
SELL
|
- |
-48- 0.39% |
$3.62K - $4.56K
|
12.4K
$956K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-48- 3.59% |
$3.62K - $4.56K
|
1.29K
$99.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-55- 13.58% |
$4.15K - $5.23K
|
350
$27.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-58- 8.83% |
$4.37K - $5.51K
|
599
$46.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-59- 1.94% |
$4.45K - $5.61K
|
2.99K
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-61- 21.03% |
$4.6K - $5.8K
|
229
$17.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-67- 37.85% |
$5.05K - $6.37K
|
110
$8.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-68- 1.91% |
$5.13K - $6.46K
|
3.49K
$270K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-68- 1.82% |
$5.13K - $6.46K
|
3.66K
$283K
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-69- 0.98% |
$5.2K - $6.56K
|
6.94K
$536K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-71- 23.75% |
$5.35K - $6.75K
|
228
$17.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-71- 3.23% |
$5.35K - $6.75K
|
2.13K
$165K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-75- 33.04% |
$5.65K - $7.13K
|
152
$11.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-78- 98.73% |
$5.88K - $7.41K
|
1
$77.3
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-78- 86.67% |
$5.88K - $7.41K
|
12
$928
|