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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-327- 9.63% |
$23.9K - $28.6K
|
3.07K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.04% |
$72.9 - $87.5
|
2.59K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
4.27KNew |
$311K - $373K
|
4.27K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
4.97K+ 51.24% |
$362K - $434K
|
14.7K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 14.71% |
$365 - $437
|
29
$2.33K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-2.59K- 32.23% |
$189K - $227K
|
5.45K
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
189New |
$13.8K - $16.5K
|
189
$15.2K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
21K+ 281.82% |
$1.53M - $1.83M
|
28.4K
$2.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
523New |
$38.1K - $45.7K
|
523
$41.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-43- 0.99% |
$3.14K - $3.76K
|
4.29K
$344K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-3- 0.08% |
$219 - $262
|
3.82K
$306K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-17- 14.53% |
$1.24K - $1.49K
|
100
$8.02K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
9.51KNew |
$693K - $831K
|
9.51K
$762K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-950- 62.5% |
$69.3K - $83.1K
|
570
$45.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-15- 9.55% |
$1.09K - $1.31K
|
142
$11.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-31- 7.83% |
$2.26K - $2.71K
|
365
$29.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
385New |
$28.1K - $33.7K
|
385
$30.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
180New |
$13.1K - $15.7K
|
180
$14.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-68- 3.61% |
$4.96K - $5.95K
|
1.82K
$146K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
664New |
$48.4K - $58.1K
|
664
$53.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
165New |
$12K - $14.4K
|
165
$13.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.15KNew |
$157K - $188K
|
2.15K
$172K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
582New |
$42.5K - $50.9K
|
582
$46.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-505- 36.59% |
$36.8K - $44.2K
|
875
$70.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-28- 1.06% |
$2.04K - $2.45K
|
2.63K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
984+ 3.36% |
$71.8K - $86.1K
|
30.3K
$2.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.36KNew |
$172K - $206K
|
2.36K
$189K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-15- 65.22% |
$1.09K - $1.31K
|
8
$642
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
2.38KNew |
$174K - $208K
|
2.38K
$191K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-400- 27.32% |
$29.2K - $35K
|
1.06K
$85.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
159+ 2.52% |
$11.6K - $13.9K
|
6.48K
$520K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 12.61% |
$3.14K - $3.76K
|
384
$30.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-10- 1.18% |
$729 - $875
|
840
$67.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
210New |
$15.3K - $18.4K
|
210
$16.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-4- 50.0% |
$292 - $350
|
4
$321
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
130K+ 6593.67% |
$9.5M - $11.4M
|
132K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31K+ 36.27% |
$2.26M - $2.71M
|
116K
$9.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.31K+ 3.81% |
$169K - $202K
|
63K
$5.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
924+ 30.09% |
$67.4K - $80.8K
|
4K
$320K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
191New |
$13.9K - $16.7K
|
191
$15.3K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
670+ 5.29% |
$48.9K - $58.6K
|
13.3K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
157New |
$11.5K - $13.7K
|
157
$12.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.4K+ 434.78% |
$248K - $297K
|
4.18K
$335K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.19% |
$219 - $262
|
1.58K
$126K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-60- 54.55% |
$4.38K - $5.25K
|
50
$4.01K
|
|
| Q2 2024 | |||||||
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
119New |
$9.12K - $10.2K
|
119
$9.54K
|
|
|
Feb 25, 2025
Q2 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
24.4KNew |
$1.87M - $2.09M
|
24.4K
$1.95M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.1K+ 206.67% |
$238K - $267K
|
4.6K
$369K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-380- 56.21% |
$29.1K - $32.7K
|
296
$23.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
36.8KNew |
$2.82M - $3.17M
|
36.8K
$2.95M
|
|