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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-111- 10.43% |
$8.47K - $9.88K
|
953
$74.2K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
3.3M+ 802.24% |
$252M - $294M
|
3.71M
$289M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3+ 100.0% |
$229 - $267
|
6
$467
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.24K+ 39.84% |
$94.9K - $111K
|
4.36K
$340K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-148- 3.89% |
$11.3K - $13.2K
|
3.66K
$285K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.03% |
$153 - $178
|
6.45K
$502K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.8KNew |
$214K - $250K
|
2.8K
$218K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2- 1.71% |
$153 - $178
|
115
$8.96K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-25- 24.27% |
$1.91K - $2.23K
|
78
$6.08K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
27+ 0.98% |
$2.06K - $2.4K
|
2.8K
$218K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-500- 0.39% |
$38.2K - $44.5K
|
126K
$9.84M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-737- 2.92% |
$56.3K - $65.6K
|
24.5K
$1.91M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-1.12K- 1.66% |
$85.2K - $99.4K
|
66.1K
$5.15M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-45- 1.28% |
$3.44K - $4.01K
|
3.47K
$270K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
249New |
$19K - $22.2K
|
249
$19.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.02K+ 46.31% |
$459K - $536K
|
19K
$1.48M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
6New |
$458 - $534
|
6
$467
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-340- 67.86% |
$26K - $30.3K
|
161
$12.5K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 1.78% |
$15.3K - $17.8K
|
11K
$860K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 2.0% |
$458 - $534
|
306
$23.8K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
311+ 1.26% |
$23.7K - $27.7K
|
25K
$1.95M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.84K- 6.09% |
$141K - $164K
|
28.4K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10- 0.39% |
$763 - $890
|
2.55K
$198K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
577+ 11.21% |
$44K - $51.4K
|
5.72K
$446K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24+ 12.97% |
$1.83K - $2.14K
|
209
$16.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-15- 25.0% |
$1.15K - $1.34K
|
45
$3.51K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.45K- 37.68% |
$339K - $396K
|
7.35K
$573K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
144+ 3.91% |
$11K - $12.8K
|
3.83K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.06K+ 7.07% |
$386K - $450K
|
76.6K
$5.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
3.34KNew |
$255K - $297K
|
3.34K
$260K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.45K+ 254.04% |
$569K - $663K
|
10.4K
$809K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.07K+ 16.07% |
$81.4K - $94.9K
|
7.7K
$600K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-663- 0.86% |
$50.6K - $59K
|
76.9K
$5.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 9.73% |
$840 - $979
|
124
$9.66K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.95% |
$22.9K - $26.7K
|
9.85K
$768K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
71+ 0.9% |
$5.42K - $6.32K
|
7.94K
$618K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.6K+ 19.2% |
$428K - $499K
|
34.8K
$2.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.41KNew |
$184K - $215K
|
2.41K
$188K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
3.01K+ 2.87% |
$229K - $268K
|
108K
$8.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12+ 2.45% |
$916 - $1.07K
|
502
$39.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
72+ 2.46% |
$5.5K - $6.41K
|
3K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.87KNew |
$219K - $255K
|
2.87K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
327+ 45.04% |
$25K - $29.1K
|
1.05K
$82K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.38K- 14.04% |
$105K - $123K
|
8.44K
$657K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.18KNew |
$89.7K - $105K
|
1.18K
$91.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
222New |
$16.9K - $19.8K
|
222
$17.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
380New |
$29K - $33.8K
|
380
$29.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
9+ 0.81% |
$687 - $801
|
1.13K
$87.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-134- 1.62% |
$10.2K - $11.9K
|
8.15K
$634K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-38- 6.64% |
$2.9K - $3.38K
|
534
$41.6K
|