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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
42New |
$3.06K - $3.67K
|
42
$3.25K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
7+ 0.21% |
$511 - $612
|
3.42K
$264K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.37K+ 1.57% |
$99.9K - $120K
|
88.6K
$6.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
BUY
|
- |
116K+ 27.22% |
$8.43M - $10.1M
|
540K
$41.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-155- 0.65% |
$11.3K - $13.6K
|
23.7K
$1.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-62- 0.65% |
$4.52K - $5.42K
|
9.53K
$736K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-62- 0.65% |
$4.52K - $5.42K
|
9.53K
$736K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3+ 0.1% |
$219 - $262
|
3K
$232K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
82+ 56.16% |
$5.98K - $7.17K
|
228
$17.6K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-30.8K- 18.77% |
$2.25M - $2.69M
|
133K
$10.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-15- 65.22% |
$1.09K - $1.31K
|
8
$618
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-731- 34.81% |
$53.3K - $63.9K
|
1.37K
$106K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
2.38KNew |
$174K - $208K
|
2.38K
$184K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-290- 1.57% |
$21.2K - $25.4K
|
18.2K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
259+ 4.09% |
$18.9K - $22.7K
|
6.58K
$509K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.59K+ 1.23% |
$335K - $401K
|
376K
$29.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
834+ 22.56% |
$60.8K - $72.9K
|
4.53K
$350K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-400- 27.32% |
$29.2K - $35K
|
1.06K
$82.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.12KNew |
$228K - $273K
|
3.12K
$241K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.2K+ 0.59% |
$87.3K - $105K
|
204K
$15.7M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$72.9 - $87.5
|
2
$155
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-24.7K- 11.86% |
$1.8M - $2.16M
|
183K
$14.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
159+ 2.52% |
$11.6K - $13.9K
|
6.48K
$501K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.29% |
$292 - $350
|
1.36K
$105K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
988+ 11.39% |
$72.1K - $86.4K
|
9.66K
$747K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
13.6K+ 27.42% |
$992K - $1.19M
|
63.2K
$4.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-7.02K- 8.93% |
$512K - $614K
|
71.6K
$5.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 12.61% |
$3.14K - $3.76K
|
384
$29.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-21- 0.76% |
$1.53K - $1.84K
|
2.74K
$211K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.61K- 21.8% |
$701K - $840K
|
34.5K
$2.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-556- 70.74% |
$40.6K - $48.6K
|
230
$17.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-23- 1.84% |
$1.68K - $2.01K
|
1.23K
$94.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.41KNew |
$176K - $211K
|
2.41K
$186K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.95KNew |
$653K - $783K
|
8.95K
$692K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.12K- 8.41% |
$519K - $622K
|
77.4K
$5.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.77K+ 822.85% |
$202K - $243K
|
3.11K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
102+ 1.35% |
$7.44K - $8.92K
|
7.64K
$590K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-10- 1.18% |
$729 - $875
|
840
$64.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
SELL
|
- |
-946- 1.06% |
$69K - $82.7K
|
88.1K
$6.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-720- 2.23% |
$52.5K - $63K
|
31.6K
$2.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
210New |
$15.3K - $18.4K
|
210
$16.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-73.4K- 90.75% |
$5.35M - $6.42M
|
7.48K
$578K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.11K+ 29.21% |
$300K - $360K
|
18.2K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.64% |
$14.6K - $17.5K
|
12K
$928K
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.4K- 13.59% |
$102K - $122K
|
8.9K
$688K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-691- 8.47% |
$50.4K - $60.4K
|
7.47K
$577K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
100+ 2.77% |
$7.29K - $8.75K
|
3.71K
$287K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-106- 3.65% |
$7.73K - $9.27K
|
2.8K
$216K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.55K- 12.47% |
$332K - $398K
|
31.9K
$2.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-13.4K- 58.45% |
$978K - $1.17M
|
9.54K
$737K
|