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 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.52KNew |
$116K - $135K
|
1.52K
$123K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
532+ 1.83% |
$40.6K - $47.4K
|
29.5K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.76K+ 8.04% |
$439K - $512K
|
77.3K
$6.26M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
119+ 0.51% |
$9.08K - $10.6K
|
23.6K
$1.91M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-5- 0.91% |
$382 - $445
|
546
$44.2K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-433- 7.16% |
$33.1K - $38.6K
|
5.62K
$455K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
169New |
$12.9K - $15K
|
169
$13.7K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 0.27% |
$382 - $445
|
1.83K
$148K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.6KNew |
$199K - $232K
|
2.6K
$211K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.26K+ 5.45% |
$96.5K - $113K
|
24.4K
$1.98M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-43- 59.72% |
$3.28K - $3.83K
|
29
$2.35K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-583- 2.61% |
$44.5K - $51.9K
|
21.8K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.55KNew |
$271K - $316K
|
3.55K
$288K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
5.71KNew |
$436K - $509K
|
5.71K
$462K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
2.49K+ 5.5% |
$190K - $222K
|
47.8K
$3.87M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-22- 0.82% |
$1.68K - $1.96K
|
2.67K
$216K
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
35.5K+ 190.53% |
$2.71M - $3.16M
|
54.1K
$4.38M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
20.7K+ 25.31% |
$1.58M - $1.84M
|
102K
$8.29M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
312+ 106.12% |
$23.8K - $27.8K
|
606
$49.1K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
137K+ 88.94% |
$10.5M - $12.2M
|
292K
$23.6M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
14+ 0.46% |
$1.07K - $1.25K
|
3.04K
$246K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
297+ 3.82% |
$22.7K - $26.4K
|
8.07K
$653K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.06K+ 8.49% |
$692K - $807K
|
116K
$9.38M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
907+ 27.11% |
$69.2K - $80.8K
|
4.25K
$344K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-399- 5.46% |
$30.5K - $35.5K
|
6.91K
$560K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.42K+ 19.33% |
$109K - $127K
|
8.79K
$712K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.44K+ 10.3% |
$186K - $217K
|
26.1K
$2.11M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
98+ 70.0% |
$7.48K - $8.73K
|
238
$19.3K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
948+ 18.99% |
$72.4K - $84.4K
|
5.94K
$481K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
678New |
$51.8K - $60.4K
|
678
$54.9K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-935- 4.72% |
$71.4K - $83.3K
|
18.9K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
4.97K+ 4.87% |
$379K - $442K
|
107K
$8.66M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-106- 21.2% |
$8.09K - $9.44K
|
394
$31.9K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.2K+ 1.51% |
$91.6K - $107K
|
80.5K
$6.52M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
20+ 1.79% |
$1.53K - $1.78K
|
1.14K
$92.3K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.7K+ 11.07% |
$1.04M - $1.22M
|
137K
$11.1M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
11.3KNew |
$866K - $1.01M
|
11.3K
$918K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-80- 2.13% |
$6.11K - $7.12K
|
3.67K
$297K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-130- 33.94% |
$9.92K - $11.6K
|
253
$20.5K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
21.3KNew |
$1.63M - $1.9M
|
21.3K
$1.73M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
525+ 0.89% |
$40.1K - $46.7K
|
59.5K
$4.81M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
14+ 0.16% |
$1.07K - $1.25K
|
8.67K
$702K
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
34+ 0.89% |
$2.6K - $3.03K
|
3.83K
$310K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
9.05KNew |
$691K - $806K
|
9.05K
$733K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
31+ 0.34% |
$2.37K - $2.76K
|
9.24K
$748K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
924+ 12.88% |
$70.5K - $82.3K
|
8.1K
$656K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.01K+ 14.92% |
$77.2K - $90K
|
7.79K
$630K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.46K+ 9.73% |
$417K - $486K
|
61.6K
$4.98M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-6.27K- 36.93% |
$479K - $558K
|
10.7K
$867K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
143+ 3.64% |
$10.9K - $12.7K
|
4.07K
$330K
|