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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-4.45K- 56.44% |
$298K - $354K
|
3.43K
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 3.56% |
$669 - $796
|
291
$22.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
15.8KNew |
$1.06M - $1.26M
|
15.8K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.36K- 45.88% |
$158K - $188K
|
2.79K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.17K+ 6.66% |
$78.5K - $93.4K
|
18.8K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
66New |
$4.41K - $5.25K
|
66
$5.14K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4New |
$268 - $318
|
4
$312
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-40- 33.9% |
$2.68K - $3.18K
|
78
$6.08K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
52+ 11.43% |
$3.48K - $4.14K
|
507
$39.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
161New |
$10.8K - $12.8K
|
161
$12.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
100New |
$6.69K - $7.96K
|
100
$7.79K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-150- 9.66% |
$10K - $11.9K
|
1.4K
$109K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
293New |
$19.6K - $23.3K
|
293
$22.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
47+ 0.68% |
$3.14K - $3.74K
|
6.95K
$541K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-187- 2.56% |
$12.5K - $14.9K
|
7.11K
$554K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.56KNew |
$171K - $204K
|
2.56K
$200K
|
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2.68KNew |
$179K - $213K
|
2.68K
$209K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
172New |
$11.5K - $13.7K
|
172
$13.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-508- 15.96% |
$34K - $40.4K
|
2.68K
$208K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.8K- 80.69% |
$388K - $462K
|
1.39K
$108K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
47+ 37.3% |
$3.14K - $3.74K
|
173
$13.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
204New |
$13.6K - $16.2K
|
204
$15.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
97+ 1.92% |
$6.49K - $7.72K
|
5.16K
$402K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-29- 96.67% |
$1.94K - $2.31K
|
1
$77.9
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-1.42K- 65.65% |
$95.2K - $113K
|
745
$58K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
38New |
$2.54K - $3.02K
|
38
$2.96K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-11- 0.16% |
$736 - $875
|
6.87K
$535K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
499New |
$33.4K - $39.7K
|
499
$38.9K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-68- 0.64% |
$4.55K - $5.41K
|
10.6K
$827K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
25New |
$1.67K - $1.99K
|
25
$1.95K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-44- 28.95% |
$2.94K - $3.5K
|
108
$8.41K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-33- 0.95% |
$2.21K - $2.63K
|
3.44K
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
BUY
|
- |
2.58KNew |
$172K - $205K
|
2.58K
$201K
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
105+ 0.5% |
$7.02K - $8.36K
|
21.2K
$1.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.44KNew |
$96.2K - $115K
|
1.44K
$112K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15New |
$1K - $1.19K
|
15
$1.17K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
304New |
$20.3K - $24.2K
|
304
$23.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-7.84KClosed |
$524K - $624K
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
47.4K+ 39.58% |
$3.17M - $3.78M
|
167K
$13M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-34- 97.14% |
$2.27K - $2.71K
|
1
$77.9
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
200New |
$13.4K - $15.9K
|
200
$15.6K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
265+ 2208.33% |
$17.7K - $21.1K
|
277
$21.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
221New |
$14.8K - $17.6K
|
221
$17.2K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.69K- 33.2% |
$113K - $134K
|
3.4K
$265K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.74MNew |
$197M - $231M
|
2.74M
$214M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 19.61% |
$720 - $841
|
41
$3.19K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
76+ 31.93% |
$5.47K - $6.39K
|
314
$24.5K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
23.4KNew |
$1.68M - $1.97M
|
23.4K
$1.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-74- 4.5% |
$5.33K - $6.22K
|
1.57K
$122K
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-879- 3.28% |
$63.3K - $73.9K
|
25.9K
$2.02M
|
|