Latest Institutional Transactions on Principal Financial Group Inc (PFG)
This table provides information on the latest institutional transactions involving Principal Financial Group Inc (PFG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.5K- 5.54% |
$262K - $319K
|
59.7K
$4.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-150- 1.87% |
$11.2K - $13.7K
|
7.85K
$641K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.6K- 8.23% |
$195K - $237K
|
29K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
162KNew |
$12.1M - $14.8M
|
162K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
2.92KNew |
$219K - $266K
|
2.92K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
8+ 2.67% |
$599 - $730
|
308
$25.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-143- 2.07% |
$10.7K - $13.1K
|
6.78K
$553K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
142New |
$10.6K - $13K
|
142
$11.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
18.6KNew |
$1.4M - $1.7M
|
18.6K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
111+ 2.12% |
$8.32K - $10.1K
|
5.34K
$436K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20New |
$1.5K - $1.83K
|
20
$1.63K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
233K+ 398.39% |
$17.4M - $21.3M
|
291K
$23.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
524+ 19.07% |
$39.3K - $47.8K
|
3.27K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-47.1K- 73.51% |
$3.53M - $4.3M
|
17K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-303- 5.9% |
$22.7K - $27.7K
|
4.83K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
536+ 12.74% |
$40.2K - $48.9K
|
4.74K
$387K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
48+ 10.6% |
$3.6K - $4.38K
|
501
$40.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.42K- 10.15% |
$106K - $129K
|
12.5K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-4.43K- 8.24% |
$332K - $404K
|
49.3K
$4.02M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
20New |
$1.5K - $1.83K
|
20
$1.63K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
18.5K+ 8.82% |
$1.39M - $1.69M
|
229K
$18.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
301+ 10.1% |
$22.5K - $27.5K
|
3.28K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
64+ 0.83% |
$4.79K - $5.84K
|
7.78K
$636K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 1.74% |
$150 - $183
|
117
$9.55K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.72K- 2.18% |
$204K - $248K
|
122K
$9.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-41- 2.28% |
$3.07K - $3.74K
|
1.76K
$143K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
228+ 2.47% |
$17.1K - $20.8K
|
9.48K
$774K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 2.7% |
$375 - $456
|
180
$14.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-655- 6.01% |
$49.1K - $59.8K
|
10.2K
$836K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
9.97KNew |
$746K - $909K
|
9.97K
$814K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-550- 8.33% |
$41.2K - $50.2K
|
6.05K
$494K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-72.3K- 19.2% |
$5.41M - $6.6M
|
304K
$24.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-6.33K- 51.53% |
$474K - $577K
|
5.95K
$486K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-113- 18.43% |
$8.46K - $10.3K
|
500
$40.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
85+ 0.11% |
$6.37K - $7.76K
|
77.5K
$6.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.28K- 4.06% |
$96K - $117K
|
30.3K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
29+ 0.93% |
$2.17K - $2.65K
|
3.14K
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.54K- 7.08% |
$115K - $141K
|
20.2K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
254+ 1.41% |
$19K - $23.2K
|
18.3K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.99% |
$824 - $1K
|
1.12K
$91.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-347- 11.11% |
$26K - $31.7K
|
2.78K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22+ 16.92% |
$1.65K - $2.01K
|
152
$12.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 0.48% |
$375 - $456
|
1.05K
$85.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
89+ 3.13% |
$6.67K - $8.12K
|
2.94K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
44+ 97.78% |
$3.3K - $4.02K
|
89
$7.27K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$375 - $456
|
4.55K
$371K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
200+ 28.25% |
$15K - $18.3K
|
908
$74.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
9+ 0.26% |
$674 - $821
|
3.43K
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.65K- 26.46% |
$124K - $151K
|
4.59K
$375K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45+ 9.68% |
$3.37K - $4.11K
|
510
$41.6K
|