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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
248New |
$18.6K - $22.6K
|
248
$19.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
38.6KNew |
$2.89M - $3.52M
|
38.6K
$3.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
151+ 9.56% |
$11.3K - $13.8K
|
1.73K
$139K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
142New |
$10.6K - $13K
|
142
$11.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20New |
$1.5K - $1.83K
|
20
$1.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.8K- 90.03% |
$210K - $256K
|
310
$24.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-303- 5.9% |
$22.7K - $27.7K
|
4.83K
$387K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
20New |
$1.5K - $1.83K
|
20
$1.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
64+ 0.83% |
$4.79K - $5.84K
|
7.78K
$624K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-655- 6.01% |
$49.1K - $59.8K
|
10.2K
$821K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22+ 16.92% |
$1.65K - $2.01K
|
152
$12.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 0.48% |
$375 - $456
|
1.05K
$84K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
9+ 0.26% |
$674 - $821
|
3.43K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-317- 12.42% |
$23.7K - $28.9K
|
2.24K
$179K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
113New |
$8.46K - $10.3K
|
113
$9.06K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-38- 48.72% |
$2.85K - $3.47K
|
40
$3.21K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.84KNew |
$138K - $168K
|
1.84K
$148K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
8.03KNew |
$601K - $732K
|
8.03K
$644K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
195+ 53.57% |
$14.6K - $17.8K
|
559
$44.8K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
7+ 0.25% |
$524 - $639
|
2.79K
$224K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
2.59K+ 57.3% |
$194K - $236K
|
7.11K
$570K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
261+ 8.0% |
$19.6K - $23.8K
|
3.52K
$282K
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
3.01K+ 31.9% |
$220K - $264K
|
12.5K
$1M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
85New |
$6.2K - $7.43K
|
85
$6.82K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
150New |
$10.9K - $13.1K
|
150
$12K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-18- 16.51% |
$1.31K - $1.57K
|
91
$7.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
17.2KNew |
$1.25M - $1.5M
|
17.2K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
113KNew |
$8.21M - $9.84M
|
113K
$9.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
195KNew |
$14.2M - $17.1M
|
195K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
4.59KNew |
$335K - $402K
|
4.59K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
8.62KNew |
$628K - $754K
|
8.62K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
5.82KNew |
$424K - $509K
|
5.82K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.27KNew |
$239K - $286K
|
3.27K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-275- 9.7% |
$20.1K - $24.1K
|
2.56K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-833- 18.91% |
$60.8K - $72.9K
|
3.57K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
713+ 4.07% |
$52K - $62.4K
|
18.2K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
400+ 100.0% |
$29.2K - $35K
|
800
$64.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-110- 3.95% |
$8.02K - $9.62K
|
2.68K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
6.27KNew |
$457K - $548K
|
6.27K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-331- 8.35% |
$24.1K - $28.9K
|
3.64K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-643- 18.36% |
$46.9K - $56.2K
|
2.86K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
500New |
$36.5K - $43.7K
|
500
$40.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-2.75K- 43.14% |
$200K - $240K
|
3.62K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.76K+ 40.93% |
$128K - $153K
|
6.04K
$485K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.74KNew |
$200K - $240K
|
2.74K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
120KNew |
$8.75M - $10.5M
|
120K
$9.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
225New |
$16.4K - $19.7K
|
225
$18K
|
|
|
Nov 13, 2024
Q3 2024
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
13.2KNew |
$966K - $1.16M
|
13.2K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
213+ 14.74% |
$15.5K - $18.6K
|
1.66K
$133K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-1.1K- 22.92% |
$80.2K - $96.2K
|
3.7K
$297K
|
|