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 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
8.47KNew |
$650K - $729K
|
8.47K
$656K
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
1.16K+ 1.85% |
$89.2K - $100K
|
63.9K
$4.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.05K- 6.08% |
$80.4K - $90.2K
|
16.2K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
7.6KNew |
$583K - $654K
|
7.6K
$588K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.18K+ 43.82% |
$243K - $273K
|
10.4K
$807K
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
17.6KNew |
$1.35M - $1.51M
|
17.6K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
8KNew |
$613K - $688K
|
8K
$619K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-77- 13.9% |
$5.9K - $6.62K
|
477
$36.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.91KNew |
$223K - $250K
|
2.91K
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 16.67% |
$383 - $430
|
35
$2.71K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
549New |
$42.1K - $47.2K
|
549
$42.5K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
8.05K+ 497.47% |
$617K - $692K
|
9.67K
$748K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-116- 1.57% |
$8.89K - $9.98K
|
7.26K
$562K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
185+ 7.4% |
$14.2K - $15.9K
|
2.69K
$208K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1- 50.0% |
$76.7 - $86
|
1
$77.4
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-390- 78.16% |
$29.9K - $33.5K
|
109
$8.44K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
136New |
$10.4K - $11.7K
|
136
$10.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
294+ 13.36% |
$22.5K - $25.3K
|
2.49K
$193K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
419New |
$32.1K - $36K
|
419
$32.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
325New |
$24.9K - $28K
|
325
$25.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
51New |
$3.91K - $4.39K
|
51
$3.95K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
196New |
$15K - $16.9K
|
196
$15.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.38K- 7.18% |
$336K - $376K
|
56.6K
$4.38M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
988+ 158.84% |
$75.7K - $85K
|
1.61K
$125K
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
422+ 5.07% |
$32.4K - $36.3K
|
8.74K
$676K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
99+ 4.03% |
$7.59K - $8.51K
|
2.56K
$198K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-59- 1.57% |
$4.52K - $5.07K
|
3.7K
$286K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40+ 9.9% |
$3.07K - $3.44K
|
444
$34.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-172- 2.3% |
$13.2K - $14.8K
|
7.32K
$566K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6+ 54.55% |
$460 - $516
|
17
$1.32K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
55+ 8.42% |
$4.22K - $4.73K
|
708
$54.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.63KNew |
$278K - $312K
|
3.63K
$281K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3New |
$230 - $258
|
3
$232
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-222- 99.55% |
$17K - $19.1K
|
1
$77.4
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
173+ 3.35% |
$13.3K - $14.9K
|
5.33K
$413K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
123New |
$9.43K - $10.6K
|
123
$9.52K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.99K+ 7.33% |
$385K - $430K
|
73K
$5.65M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
91+ 505.56% |
$7.03K - $7.85K
|
109
$8.44K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 15.17% |
$7.72K - $8.63K
|
559
$43.3K
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
3.69KNew |
$285K - $318K
|
3.69K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.23KNew |
$249K - $279K
|
3.23K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
2.38KNew |
$184K - $205K
|
2.38K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-13.4K- 50.04% |
$1.03M - $1.15M
|
13.3K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-2- 0.13% |
$154 - $173
|
1.5K
$116K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
2.37KNew |
$183K - $205K
|
2.37K
$184K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$191K - $214K
|
2.48K
$192K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-10.6K- 72.21% |
$819K - $915K
|
4.08K
$316K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
890+ 27.51% |
$68.7K - $76.8K
|
4.13K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-18- 43.9% |
$1.39K - $1.55K
|
23
$1.78K
|
|