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 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-15- 25.0% |
$1.15K - $1.34K
|
45
$3.64K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.45K- 37.68% |
$339K - $396K
|
7.35K
$595K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
144+ 3.91% |
$11K - $12.8K
|
3.83K
$310K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.06K+ 7.07% |
$386K - $450K
|
76.6K
$6.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
3.34KNew |
$255K - $297K
|
3.34K
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.45K+ 254.04% |
$569K - $663K
|
10.4K
$841K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-663- 0.86% |
$50.6K - $59K
|
76.9K
$6.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 9.73% |
$840 - $979
|
124
$10K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.95% |
$22.9K - $26.7K
|
9.85K
$798K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
71+ 0.9% |
$5.42K - $6.32K
|
7.94K
$643K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.6K+ 19.2% |
$428K - $499K
|
34.8K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.41KNew |
$184K - $215K
|
2.41K
$195K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
3.01K+ 2.87% |
$229K - $268K
|
108K
$8.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12+ 2.45% |
$916 - $1.07K
|
502
$40.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
72+ 2.46% |
$5.5K - $6.41K
|
3K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.87KNew |
$219K - $255K
|
2.87K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
327+ 45.04% |
$25K - $29.1K
|
1.05K
$85.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.38K- 14.04% |
$105K - $123K
|
8.44K
$683K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.18KNew |
$89.7K - $105K
|
1.18K
$95.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
222New |
$16.9K - $19.8K
|
222
$18K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
380New |
$29K - $33.8K
|
380
$30.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
9+ 0.81% |
$687 - $801
|
1.13K
$91.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-38- 6.64% |
$2.9K - $3.38K
|
534
$43.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.46K+ 12.48% |
$417K - $486K
|
49.2K
$3.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-532- 96.2% |
$40.6K - $47.4K
|
21
$1.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
121+ 4.03% |
$9.24K - $10.8K
|
3.12K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-590- 4.03% |
$45K - $52.5K
|
14.1K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2- 0.06% |
$153 - $178
|
3.17K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
2.58KNew |
$197K - $229K
|
2.58K
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
150+ 4.7% |
$11.5K - $13.4K
|
3.34K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
290New |
$22.1K - $25.8K
|
290
$23.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
479+ 7.32% |
$36.6K - $42.7K
|
7.02K
$569K
|
|
|
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
$162
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-49- 12.66% |
$3.74K - $4.36K
|
338
$27.4K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-115- 35.49% |
$8.78K - $10.2K
|
209
$16.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
200KNew |
$15.3M - $17.8M
|
200K
$16.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
110+ 0.61% |
$8.4K - $9.79K
|
18.1K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-367- 2.7% |
$28K - $32.7K
|
13.2K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.51K+ 1.11% |
$192K - $224K
|
230K
$18.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19- 0.68% |
$1.45K - $1.69K
|
2.76K
$223K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-112- 0.31% |
$8.55K - $9.97K
|
36K
$2.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
397K+ 5081.74% |
$30.3M - $35.4M
|
405K
$32.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
274+ 1.91% |
$20.9K - $24.4K
|
14.6K
$1.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
475+ 15.74% |
$36.3K - $42.3K
|
3.49K
$283K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
13.5K+ 2.63% |
$1.03M - $1.2M
|
527K
$42.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-126K- 43.11% |
$9.59M - $11.2M
|
166K
$13.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2+ 0.16% |
$153 - $178
|
1.27K
$103K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
1.04K+ 0.58% |
$79.6K - $92.9K
|
180K
$14.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
657+ 1.6% |
$50.2K - $58.5K
|
41.8K
$3.39M
|