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 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-5.89K- 26.21% |
$450K - $524K
|
16.6K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-12.3K- 11.27% |
$942K - $1.1M
|
97.2K
$7.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-64- 0.06% |
$4.89K - $5.7K
|
110K
$8.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-9- 2.25% |
$687 - $801
|
391
$30.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-41.5K- 70.95% |
$3.17M - $3.7M
|
17K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-27- 0.99% |
$2.06K - $2.4K
|
2.71K
$211K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-76- 93.83% |
$5.8K - $6.77K
|
5
$389
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
54+ 1.17% |
$4.12K - $4.81K
|
4.68K
$365K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
8.05K+ 16.35% |
$615K - $717K
|
57.3K
$4.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.64KNew |
$201K - $235K
|
2.64K
$205K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-149- 3.14% |
$11.4K - $13.3K
|
4.59K
$358K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
25New |
$1.91K - $2.23K
|
25
$1.95K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
850+ 5.81% |
$64.9K - $75.7K
|
15.5K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.1K- 31.94% |
$236K - $276K
|
6.6K
$514K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.28K- 3.72% |
$251K - $292K
|
84.9K
$6.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.45% |
$458 - $534
|
1.34K
$105K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
7+ 1.68% |
$534 - $623
|
423
$32.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-13- 0.18% |
$992 - $1.16K
|
7.03K
$547K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.95K+ 19.92% |
$148K - $173K
|
11.7K
$912K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-180- 8.97% |
$13.7K - $16K
|
1.83K
$142K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-13- 39.39% |
$992 - $1.16K
|
20
$1.56K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.96KNew |
$226K - $263K
|
2.96K
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
665+ 2.77% |
$50.8K - $59.2K
|
24.7K
$1.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
110+ 2.08% |
$8.4K - $9.79K
|
5.41K
$421K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
277+ 2.75% |
$21.1K - $24.7K
|
10.4K
$807K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
566+ 14.4% |
$43.2K - $50.4K
|
4.5K
$350K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 1.15% |
$229 - $267
|
264
$20.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-50- 0.92% |
$3.82K - $4.45K
|
5.4K
$421K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-185- 2.36% |
$14.1K - $16.5K
|
7.67K
$597K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
451+ 81.7% |
$34.4K - $40.2K
|
1K
$78.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-284- 35.86% |
$21.7K - $25.3K
|
508
$39.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-8- 2.6% |
$611 - $712
|
300
$23.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-342- 0.75% |
$26.1K - $30.5K
|
45.2K
$3.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-997- 1.64% |
$76.1K - $88.8K
|
59.8K
$4.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
65New |
$4.96K - $5.79K
|
65
$5.06K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-306- 3.66% |
$23.4K - $27.2K
|
8.06K
$628K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$183K - $213K
|
2.4K
$187K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
3+ 0.1% |
$229 - $267
|
3.01K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
7.94K+ 3.47% |
$606K - $707K
|
237K
$18.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
3.56KNew |
$271K - $317K
|
3.56K
$277K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-225- 6.86% |
$17.2K - $20K
|
3.06K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
13K+ 128.59% |
$990K - $1.15M
|
23K
$1.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-6.7K- 7.21% |
$511K - $597K
|
86.3K
$6.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
494+ 16.83% |
$37.7K - $44K
|
3.43K
$267K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-360- 0.1% |
$27.5K - $32.1K
|
370K
$28.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-213- 0.83% |
$16.3K - $19K
|
25.4K
$1.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-268- 1.33% |
$20.5K - $23.9K
|
20K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$153 - $178
|
2
$156
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
282+ 7.84% |
$21.5K - $25.1K
|
3.88K
$302K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5.69K- 32.04% |
$434K - $507K
|
12.1K
$940K
|