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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-82- 0.92% |
$6.33K - $7.08K
|
8.85K
$685K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
26New |
$2.01K - $2.24K
|
26
$2.01K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.44KNew |
$188K - $210K
|
2.44K
$188K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
21.4KNew |
$1.65M - $1.85M
|
21.4K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
6.9KNew |
$533K - $596K
|
6.9K
$534K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-10K- 22.19% |
$773K - $865K
|
35.1K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.84K- 10.47% |
$142K - $159K
|
15.7K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23K+ 241.98% |
$1.78M - $1.99M
|
32.5K
$2.52M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.96K+ 17526.47% |
$460K - $514K
|
5.99K
$464K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
200New |
$15.4K - $17.3K
|
200
$15.5K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-2.5K- 11.11% |
$193K - $216K
|
20K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-358- 2.25% |
$27.6K - $30.9K
|
15.6K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
500New |
$38.6K - $43.2K
|
500
$38.7K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
40New |
$3.09K - $3.45K
|
40
$3.1K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.81KNew |
$217K - $243K
|
2.81K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$232 - $259
|
3
$232
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-191- 0.33% |
$14.7K - $16.5K
|
57.5K
$4.45M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-6.35K- 99.91% |
$490K - $548K
|
6
$464
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
61New |
$4.71K - $5.26K
|
61
$4.72K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
11KNew |
$849K - $949K
|
11K
$851K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
27.4K+ 6.83% |
$2.12M - $2.37M
|
429K
$33.2M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
7.16KNew |
$553K - $618K
|
7.16K
$554K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
17New |
$1.31K - $1.47K
|
17
$1.32K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-3.44K- 98.74% |
$265K - $296K
|
44
$3.41K
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-9.67K- 16.34% |
$747K - $835K
|
49.5K
$3.83M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-64- 24.71% |
$4.94K - $5.52K
|
195
$15.1K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
2.32KNew |
$179K - $200K
|
2.32K
$180K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.23K- 24.99% |
$172K - $193K
|
6.7K
$519K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-284- 1.14% |
$21.9K - $24.5K
|
24.7K
$1.91M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
6.3KNew |
$486K - $544K
|
6.3K
$487K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
5New |
$386 - $432
|
5
$387
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.96K+ 200.52% |
$537K - $601K
|
10.4K
$807K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
131New |
$10.1K - $11.3K
|
131
$10.1K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-100- 3.57% |
$7.72K - $8.63K
|
2.7K
$209K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.45KNew |
$112K - $125K
|
1.45K
$112K
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3+ 0.11% |
$232 - $259
|
2.63K
$203K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
107+ 3.54% |
$8.26K - $9.24K
|
3.13K
$242K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-458- 50.0% |
$35.4K - $39.5K
|
458
$35.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
195New |
$15.1K - $16.8K
|
195
$15.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10New |
$772 - $863
|
10
$774
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
96New |
$7.41K - $8.29K
|
96
$7.43K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
14New |
$1.08K - $1.21K
|
14
$1.08K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-8- 2.6% |
$618 - $690
|
300
$23.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.48KNew |
$346K - $386K
|
4.48K
$346K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
120+ 83.33% |
$9.26K - $10.4K
|
264
$20.4K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-269- 47.7% |
$20.8K - $23.2K
|
295
$22.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
2.33KNew |
$180K - $201K
|
2.33K
$180K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.03KNew |
$234K - $261K
|
3.03K
$234K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.53KNew |
$736K - $823K
|
9.53K
$738K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1- 16.67% |
$77.2 - $86.3
|
5
$387
|