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 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
376+ 18.78% |
$28.7K - $33.5K
|
2.38K
$193K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-838- 0.58% |
$64K - $74.6K
|
144K
$11.7M
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
9.84K+ 8.51% |
$751K - $876K
|
125K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-71- 0.27% |
$5.42K - $6.32K
|
25.8K
$2.09M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-24- 0.52% |
$1.83K - $2.14K
|
4.57K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.23KNew |
$170K - $198K
|
2.23K
$180K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.13K+ 3.92% |
$86.6K - $101K
|
30K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
228K+ 34.24% |
$17.4M - $20.3M
|
893K
$72.3M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.48KNew |
$189K - $221K
|
2.48K
$201K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.37K- 9.54% |
$105K - $122K
|
13K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-168- 1.72% |
$12.8K - $15K
|
9.61K
$778K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
30New |
$2.29K - $2.67K
|
30
$2.43K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.14KNew |
$469K - $547K
|
6.14K
$497K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 3.82% |
$382 - $445
|
136
$11K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-145- 2.76% |
$11.1K - $12.9K
|
5.11K
$414K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.99K- 19.59% |
$152K - $178K
|
8.18K
$663K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.68K+ 568.58% |
$128K - $150K
|
1.98K
$160K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
18.5K+ 9.55% |
$1.41M - $1.65M
|
212K
$17.2M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
461+ 2.92% |
$35.2K - $41K
|
16.2K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.59K- 56.22% |
$503K - $587K
|
5.13K
$416K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
57+ 0.51% |
$4.35K - $5.08K
|
11.3K
$915K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 0.65% |
$305 - $356
|
618
$50K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.99K- 31.38% |
$228K - $266K
|
6.53K
$528K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-93- 3.46% |
$7.1K - $8.28K
|
2.59K
$210K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
135K+ 29.49% |
$10.3M - $12M
|
592K
$47.9M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-244- 1.49% |
$18.6K - $21.7K
|
16.2K
$1.31M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.82K+ 10.05% |
$444K - $518K
|
63.7K
$5.16M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
104+ 17.99% |
$7.94K - $9.26K
|
682
$55.2K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-111- 10.43% |
$8.47K - $9.88K
|
953
$77.2K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
3.3M+ 802.24% |
$252M - $294M
|
3.71M
$300M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3+ 100.0% |
$229 - $267
|
6
$486
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.24K+ 39.84% |
$94.9K - $111K
|
4.36K
$353K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-148- 3.89% |
$11.3K - $13.2K
|
3.66K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.03% |
$153 - $178
|
6.45K
$522K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.8KNew |
$214K - $250K
|
2.8K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-2- 1.71% |
$153 - $178
|
115
$9.31K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-25- 24.27% |
$1.91K - $2.23K
|
78
$6.32K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-500- 0.39% |
$38.2K - $44.5K
|
126K
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-737- 2.92% |
$56.3K - $65.6K
|
24.5K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-1.12K- 1.66% |
$85.2K - $99.4K
|
66.1K
$5.35M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-45- 1.28% |
$3.44K - $4.01K
|
3.47K
$281K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
249New |
$19K - $22.2K
|
249
$20.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.02K+ 46.31% |
$459K - $536K
|
19K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
6New |
$458 - $534
|
6
$486
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-340- 67.86% |
$26K - $30.3K
|
161
$13K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 1.78% |
$15.3K - $17.8K
|
11K
$894K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 2.0% |
$458 - $534
|
306
$24.8K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
311+ 1.26% |
$23.7K - $27.7K
|
25K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
577+ 11.21% |
$44K - $51.4K
|
5.72K
$463K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24+ 12.97% |
$1.83K - $2.14K
|
209
$16.9K
|