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 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-7- 0.24% |
$534 - $623
|
2.91K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-357- 10.01% |
$27.3K - $31.8K
|
3.21K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.9KNew |
$221K - $258K
|
2.9K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-18.7K- 7.64% |
$1.43M - $1.67M
|
227K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.46K+ 24.06% |
$111K - $130K
|
7.5K
$580K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1.63K+ 1.23% |
$125K - $145K
|
135K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.67KNew |
$204K - $238K
|
2.67K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-3.82K- 46.67% |
$291K - $340K
|
4.36K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
359+ 1.33% |
$27.4K - $32K
|
27.4K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-109K- 56.44% |
$8.29M - $9.67M
|
83.8K
$6.48M
|
|
|
May 15, 2025
Q1 2025
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-31.5K- 3.83% |
$2.41M - $2.81M
|
792K
$61.2M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
775+ 9.7% |
$59.2K - $69K
|
8.77K
$678K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-30.2K- 28.54% |
$2.31M - $2.69M
|
75.7K
$5.86M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.48M+ 15.14% |
$113M - $132M
|
11.3M
$873M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.2K+ 2.0% |
$4.44M - $5.18M
|
2.97M
$230M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
244K+ 45.16% |
$18.7M - $21.8M
|
785K
$60.7M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-98- 0.47% |
$7.48K - $8.73K
|
20.6K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-2.14K- 40.01% |
$163K - $190K
|
3.2K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
103New |
$7.86K - $9.17K
|
103
$7.97K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.46K- 12.51% |
$417K - $486K
|
38.2K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
1K+ 21.74% |
$76.3K - $89K
|
5.6K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
24New |
$1.83K - $2.14K
|
24
$1.86K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
19.4K+ 326.08% |
$1.48M - $1.73M
|
25.4K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.74KNew |
$514K - $600K
|
6.74K
$521K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-366- 7.09% |
$27.9K - $32.6K
|
4.8K
$371K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-6.44K- 1.76% |
$492K - $574K
|
359K
$27.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18K+ 1.69% |
$1.37M - $1.6M
|
1.08M
$83.5M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-99- 0.79% |
$7.56K - $8.81K
|
12.4K
$961K
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-297- 4.29% |
$22.7K - $26.4K
|
6.63K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-31K- 81.59% |
$2.37M - $2.76M
|
7K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
28.3K+ 68.42% |
$2.16M - $2.52M
|
69.6K
$5.38M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.09K+ 18.89% |
$389K - $454K
|
32.1K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-34K- 79.78% |
$2.6M - $3.03M
|
8.62K
$667K
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-35K- 30.68% |
$2.67M - $3.11M
|
79K
$6.11M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.77K+ 6.06% |
$288K - $336K
|
66K
$5.1M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
90New |
$6.87K - $8.01K
|
90
$6.96K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-187- 6.22% |
$14.3K - $16.7K
|
2.82K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
4.63K+ 8.05% |
$353K - $412K
|
62K
$4.8M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.75KNew |
$439K - $512K
|
5.75K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
40.3K+ 39.29% |
$3.07M - $3.59M
|
143K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
9.67K+ 4.84% |
$738K - $861K
|
209K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
91+ 1.88% |
$6.95K - $8.1K
|
4.94K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-78- 0.8% |
$5.95K - $6.95K
|
9.68K
$748K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.62K+ 8.13% |
$200K - $234K
|
34.9K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-3.38K- 2.92% |
$258K - $301K
|
112K
$8.67M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
1.7K+ 10.12% |
$130K - $151K
|
18.5K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-268- 2.55% |
$20.5K - $23.9K
|
10.2K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.61K- 13.2% |
$199K - $233K
|
17.2K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.53K+ 39.33% |
$117K - $137K
|
5.43K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4.72K- 4.51% |
$361K - $421K
|
100K
$7.73M
|