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 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1- 16.67% |
$77.2 - $86.3
|
5
$390
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-35- 0.49% |
$2.7K - $3.02K
|
7.16K
$558K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-320- 10.91% |
$24.7K - $27.6K
|
2.61K
$204K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-30- 0.83% |
$2.32K - $2.59K
|
3.6K
$280K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.46K+ 28.98% |
$112K - $126K
|
6.49K
$505K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-123- 61.81% |
$9.5K - $10.6K
|
76
$5.92K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
280New |
$21.6K - $24.2K
|
280
$21.8K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-5- 20.83% |
$386 - $432
|
19
$1.48K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-196- 6.82% |
$15.1K - $16.9K
|
2.68K
$208K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-2- 0.04% |
$154 - $173
|
5.2K
$405K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
80New |
$6.18K - $6.9K
|
80
$6.23K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-815- 85.34% |
$62.9K - $70.3K
|
140
$10.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
396New |
$30.6K - $34.2K
|
396
$30.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
11.1KNew |
$854K - $955K
|
11.1K
$862K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-193- 19.11% |
$14.9K - $16.7K
|
817
$63.7K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-137- 4.7% |
$10.6K - $11.8K
|
2.78K
$217K
|
|
| Q4 2023 | |||||||
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
91+ 154.24% |
$6.09K - $7.24K
|
150
$11.7K
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-21.4K- 11.67% |
$1.43M - $1.7M
|
162K
$12.6M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-243- 6.8% |
$16.3K - $19.3K
|
3.33K
$260K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 19.05% |
$535 - $637
|
34
$2.65K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-123Closed |
$8.23K - $9.79K
|
0
$0
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
418New |
$28K - $33.3K
|
418
$32.6K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-47- 23.86% |
$3.14K - $3.74K
|
150
$11.7K
|
|
|
Mar 14, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
28.9KNew |
$1.93M - $2.3M
|
28.9K
$2.25M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
300New |
$20.1K - $23.9K
|
300
$23.4K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11New |
$736 - $875
|
11
$857
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-12.9K- 96.98% |
$864K - $1.03M
|
402
$31.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
172New |
$11.5K - $13.7K
|
172
$13.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
528New |
$35.3K - $42K
|
528
$41.1K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
465New |
$31.1K - $37K
|
465
$36.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 1.88% |
$201 - $239
|
163
$12.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
100+ 1.39% |
$6.69K - $7.96K
|
7.3K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-39.9K- 2.78% |
$2.67M - $3.18M
|
1.4M
$109M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.67K+ 124.53% |
$312K - $371K
|
8.41K
$655K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
100+ 2.27% |
$6.69K - $7.96K
|
4.5K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4New |
$268 - $318
|
4
$312
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
46New |
$3.08K - $3.66K
|
46
$3.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
44.4K+ 3047.36% |
$2.97M - $3.53M
|
45.9K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
23.9KNew |
$1.6M - $1.9M
|
23.9K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.44KNew |
$297K - $353K
|
4.44K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
12.5K+ 187.18% |
$838K - $997K
|
19.2K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
10.7KNew |
$713K - $848K
|
10.7K
$830K
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
3.3KNew |
$221K - $263K
|
3.3K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
49.2KNew |
$3.29M - $3.91M
|
49.2K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
5.7KNew |
$381K - $454K
|
5.7K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
189New |
$12.6K - $15K
|
189
$14.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
700New |
$46.8K - $55.7K
|
700
$54.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
528New |
$35.3K - $42K
|
528
$41.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
17.9KNew |
$1.2M - $1.43M
|
17.9K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$66.9 - $79.6
|
1
$77.9
|
|