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 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
120+ 134.83% |
$9.16K - $10.7K
|
209
$16.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2+ 0.03% |
$153 - $178
|
7.44K
$579K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
18+ 3.14% |
$1.37K - $1.6K
|
591
$46K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14New |
$1.07K - $1.25K
|
14
$1.09K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
5.91K+ 1.94% |
$451K - $526K
|
310K
$24.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-314- 9.35% |
$24K - $28K
|
3.05K
$237K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
30+ 0.91% |
$2.29K - $2.67K
|
3.34K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.39K- 4.22% |
$106K - $124K
|
31.7K
$2.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-514- 12.42% |
$39.2K - $45.8K
|
3.62K
$282K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
19+ 1.87% |
$1.45K - $1.69K
|
1.03K
$80.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
27New |
$2.06K - $2.4K
|
27
$2.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.2KNew |
$853K - $995K
|
11.2K
$870K
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-7.12K- 33.15% |
$543K - $634K
|
14.4K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-4.57K- 25.19% |
$348K - $406K
|
13.6K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
140K+ 1721.1% |
$10.7M - $12.5M
|
148K
$11.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6- 2.83% |
$458 - $534
|
206
$16K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.23KNew |
$170K - $198K
|
2.23K
$174K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-66- 1.45% |
$5.04K - $5.88K
|
4.48K
$349K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
231New |
$17.6K - $20.6K
|
231
$18K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
612+ 22.28% |
$46.7K - $54.5K
|
3.36K
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.26KNew |
$249K - $290K
|
3.26K
$254K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-22- 1.75% |
$1.68K - $1.96K
|
1.23K
$96K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
581+ 6.13% |
$44.4K - $51.7K
|
10.1K
$783K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.11K+ 6.31% |
$84.7K - $98.8K
|
18.7K
$1.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
122+ 40.13% |
$9.31K - $10.9K
|
426
$33.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
48+ 1.57% |
$3.66K - $4.27K
|
3.11K
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.52K- 33.14% |
$116K - $135K
|
3.07K
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-414- 4.9% |
$31.6K - $36.9K
|
8.03K
$625K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
2.51K+ 9.65% |
$191K - $223K
|
28.5K
$2.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-193- 3.0% |
$14.7K - $17.2K
|
6.23K
$485K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-104K- 98.05% |
$7.95M - $9.27M
|
2.07K
$161K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-273- 30.07% |
$20.8K - $24.3K
|
635
$49.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.48KNew |
$189K - $221K
|
2.48K
$193K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.56K+ 49.29% |
$272K - $317K
|
10.8K
$839K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
167+ 32.3% |
$12.7K - $14.9K
|
684
$53.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
28+ 0.89% |
$2.14K - $2.49K
|
3.17K
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-739- 14.15% |
$56.4K - $65.8K
|
4.48K
$349K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-778- 2.64% |
$59.4K - $69.3K
|
28.7K
$2.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
15.6KNew |
$1.19M - $1.39M
|
15.6K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
272+ 9.48% |
$20.8K - $24.2K
|
3.14K
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
11.1KNew |
$848K - $989K
|
11.1K
$865K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
100+ 526.32% |
$7.63K - $8.9K
|
119
$9.27K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-473K- 98.81% |
$36.1M - $42.1M
|
5.67K
$442K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
6.14KNew |
$469K - $547K
|
6.14K
$478K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
5.37KNew |
$410K - $478K
|
5.37K
$418K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.75% |
$76.3 - $89
|
134
$10.4K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-150- 1.69% |
$11.5K - $13.4K
|
8.71K
$678K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 50.0% |
$153 - $178
|
6
$467
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15New |
$1.15K - $1.34K
|
15
$1.17K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-4.37K- 9.6% |
$334K - $389K
|
41.2K
$3.21M
|