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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.46K+ 12.48% |
$417K - $486K
|
49.2K
$3.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-532- 96.2% |
$40.6K - $47.4K
|
21
$1.64K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
121+ 4.03% |
$9.24K - $10.8K
|
3.12K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-41- 11.82% |
$3.13K - $3.65K
|
306
$23.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-590- 4.03% |
$45K - $52.5K
|
14.1K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2- 0.06% |
$153 - $178
|
3.17K
$247K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
29+ 0.12% |
$2.21K - $2.58K
|
24.2K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
2.58KNew |
$197K - $229K
|
2.58K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
150+ 4.7% |
$11.5K - $13.4K
|
3.34K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
290New |
$22.1K - $25.8K
|
290
$22.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
479+ 7.32% |
$36.6K - $42.7K
|
7.02K
$547K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-96Closed |
$7.33K - $8.55K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$153 - $178
|
2
$156
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-49- 12.66% |
$3.74K - $4.36K
|
338
$26.3K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-115- 35.49% |
$8.78K - $10.2K
|
209
$16.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
200KNew |
$15.3M - $17.8M
|
200K
$15.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
110+ 0.61% |
$8.4K - $9.79K
|
18.1K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-367- 2.7% |
$28K - $32.7K
|
13.2K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.51K+ 1.11% |
$192K - $224K
|
230K
$17.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19- 0.68% |
$1.45K - $1.69K
|
2.76K
$215K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-112- 0.31% |
$8.55K - $9.97K
|
36K
$2.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
397K+ 5081.74% |
$30.3M - $35.4M
|
405K
$31.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-738- 0.61% |
$56.3K - $65.7K
|
120K
$9.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
274+ 1.91% |
$20.9K - $24.4K
|
14.6K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
475+ 15.74% |
$36.3K - $42.3K
|
3.49K
$272K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
13.5K+ 2.63% |
$1.03M - $1.2M
|
527K
$41M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-126K- 43.11% |
$9.59M - $11.2M
|
166K
$12.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3- 0.11% |
$229 - $267
|
2.74K
$214K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2+ 0.16% |
$153 - $178
|
1.27K
$99.2K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
1.04K+ 0.58% |
$79.6K - $92.9K
|
180K
$14M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
657+ 1.6% |
$50.2K - $58.5K
|
41.8K
$3.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 2.61% |
$458 - $534
|
236
$18.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.86% |
$76.3 - $89
|
36
$2.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
548New |
$41.8K - $48.8K
|
548
$42.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Churchill Management Corp
|
BUY
|
- |
4.31K+ 4.1% |
$329K - $384K
|
109K
$8.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-501- 46.47% |
$38.2K - $44.6K
|
577
$44.9K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-5- 2.39% |
$382 - $445
|
204
$15.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.54KNew |
$194K - $227K
|
2.54K
$198K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-100- 6.53% |
$7.63K - $8.9K
|
1.43K
$112K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
178+ 10.95% |
$13.6K - $15.8K
|
1.8K
$140K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-545- 8.2% |
$41.6K - $48.5K
|
6.1K
$475K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
14.8KNew |
$1.13M - $1.32M
|
14.8K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
4.19K+ 3.59% |
$320K - $373K
|
121K
$9.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.64K+ 11.2% |
$201K - $235K
|
26.2K
$2.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
395+ 4.4% |
$30.2K - $35.2K
|
9.37K
$730K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
22+ 0.89% |
$1.68K - $1.96K
|
2.5K
$195K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.02K- 30.62% |
$231K - $269K
|
6.85K
$534K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-153- 1.49% |
$11.7K - $13.6K
|
10.1K
$787K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.22K- 67.09% |
$92.8K - $108K
|
596
$46.4K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
4+ 200.0% |
$305 - $356
|
6
$467
|