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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.65KNew |
$356K - $400K
|
4.65K
$364K
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
86.3K+ 59.23% |
$6.62M - $7.43M
|
232K
$18.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.57KNew |
$197K - $221K
|
2.57K
$201K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-57- 2.07% |
$4.37K - $4.9K
|
2.7K
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
8.64KNew |
$663K - $743K
|
8.64K
$677K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-307- 4.41% |
$23.5K - $26.4K
|
6.65K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
8.28KNew |
$635K - $712K
|
8.28K
$649K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
186+ 7.39% |
$14.3K - $16K
|
2.7K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6- 42.86% |
$460 - $516
|
8
$626
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
19.3KNew |
$1.48M - $1.66M
|
19.3K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
331K+ 1.7% |
$25.4M - $28.5M
|
19.8M
$1.55B
|
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
SELL
|
- |
-5.09K- 62.92% |
$390K - $438K
|
3K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.43KNew |
$340K - $381K
|
4.43K
$347K
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-586- 1.53% |
$44.9K - $50.4K
|
37.7K
$2.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-118- 2.12% |
$9.05K - $10.1K
|
5.44K
$426K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7+ 233.33% |
$537 - $602
|
10
$783
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
3.44KNew |
$263K - $296K
|
3.44K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
161+ 3.71% |
$12.3K - $13.8K
|
4.5K
$353K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.94KNew |
$686K - $769K
|
8.94K
$700K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-150- 9.49% |
$11.5K - $12.9K
|
1.43K
$112K
|
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.01K- 4.0% |
$77.7K - $87.1K
|
24.3K
$1.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
180New |
$13.8K - $15.5K
|
180
$14.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-903- 12.03% |
$69.2K - $77.7K
|
6.6K
$517K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
176New |
$13.5K - $15.1K
|
176
$13.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Denali Advisors LLC
|
BUY
|
- |
4.1K+ 61.67% |
$314K - $353K
|
10.7K
$842K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.72KNew |
$209K - $234K
|
2.72K
$213K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-89K- 64.03% |
$6.82M - $7.65M
|
50K
$3.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-196- 27.26% |
$15K - $16.9K
|
523
$41K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.87K- 78.72% |
$144K - $161K
|
506
$39.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-15.4K- 49.19% |
$1.18M - $1.32M
|
15.9K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
20New |
$1.53K - $1.72K
|
20
$1.57K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-16- 0.14% |
$1.23K - $1.38K
|
11.1K
$870K
|
|
|
Aug 07, 2024
Q2 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-8.78K- 7.84% |
$673K - $756K
|
103K
$8.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Lgt Group Foundation
|
BUY
|
- |
9KNew |
$690K - $774K
|
9K
$705K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-10.3K- 22.77% |
$792K - $888K
|
35K
$2.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.24KNew |
$325K - $365K
|
4.24K
$332K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
755+ 28.6% |
$57.9K - $64.9K
|
3.4K
$266K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
907+ 2.75% |
$69.5K - $78K
|
33.8K
$2.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
38New |
$2.91K - $3.27K
|
38
$2.98K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-835- 22.96% |
$64K - $71.8K
|
2.8K
$219K
|
|
|
Aug 06, 2024
Q2 2024
|
Oak Thistle LLC
|
BUY
|
- |
5.79KNew |
$444K - $498K
|
5.79K
$454K
|
|
|
Aug 06, 2024
Q2 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-900- 7.83% |
$69K - $77.4K
|
10.6K
$830K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
40.3KNew |
$3.09M - $3.46M
|
40.3K
$3.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.55KNew |
$119K - $134K
|
1.55K
$122K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
219+ 55.58% |
$16.8K - $18.8K
|
613
$48K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
11.5KNew |
$885K - $993K
|
11.5K
$904K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5.27KNew |
$404K - $453K
|
5.27K
$413K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9+ 0.31% |
$690 - $774
|
2.88K
$226K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
99.5KNew |
$7.62M - $8.55M
|
99.5K
$7.79M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-18- 0.48% |
$1.38K - $1.55K
|
3.77K
$295K
|