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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-816- 14.52% |
$56.8K - $70.3K
|
4.8K
$386K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-155- 4.44% |
$10.8K - $13.4K
|
3.34K
$268K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-300- 4.63% |
$20.9K - $25.9K
|
6.19K
$497K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
171New |
$11.9K - $14.7K
|
171
$13.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.04K- 12.26% |
$72K - $89.2K
|
7.41K
$595K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.17% |
$487 - $603
|
4.16K
$334K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-4.49K- 7.84% |
$313K - $387K
|
52.8K
$4.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
3.27K+ 2.99% |
$228K - $282K
|
113K
$9.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
18.8K+ 31.52% |
$1.31M - $1.62M
|
78.6K
$6.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.25K+ 1.37% |
$296K - $366K
|
314K
$25.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-70- 1.29% |
$4.87K - $6.03K
|
5.34K
$429K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-542- 13.09% |
$37.7K - $46.7K
|
3.6K
$289K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.38% |
$69.6 - $86.2
|
265
$21.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.2K+ 5.17% |
$851K - $1.06M
|
249K
$20M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
10.6K+ 129.84% |
$739K - $916K
|
18.8K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-12- 0.19% |
$835 - $1.03K
|
6.23K
$500K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-367- 7.2% |
$25.5K - $31.6K
|
4.73K
$380K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-232- 1.16% |
$16.1K - $20K
|
19.7K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.12KNew |
$425K - $527K
|
6.12K
$491K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.34K- 17.46% |
$93.5K - $116K
|
6.36K
$510K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
686+ 15.25% |
$47.7K - $59.1K
|
5.18K
$416K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-563- 10.02% |
$39.2K - $48.5K
|
5.06K
$406K
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
63+ 0.9% |
$4.38K - $5.43K
|
7.09K
$569K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.62KNew |
$252K - $312K
|
3.62K
$291K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.78% |
$69.6 - $86.2
|
35
$2.81K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-22- 0.8% |
$1.53K - $1.9K
|
2.72K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
72+ 0.25% |
$5.01K - $6.21K
|
28.5K
$2.29M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
349New |
$24.3K - $30.1K
|
349
$28K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
BUY
|
- |
2.38K+ 18.39% |
$165K - $205K
|
15.3K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-62- 20.6% |
$4.31K - $5.34K
|
239
$19.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
122New |
$8.49K - $10.5K
|
122
$9.8K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.48K- 6.0% |
$103K - $128K
|
23.2K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3KNew |
$209K - $258K
|
3K
$241K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-102- 4.01% |
$7.1K - $8.79K
|
2.44K
$196K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
39+ 7.68% |
$2.71K - $3.36K
|
547
$43.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
3.74KNew |
$260K - $322K
|
3.74K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 8.33% |
$1.04K - $1.29K
|
165
$13.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-521- 5.18% |
$36.2K - $44.9K
|
9.54K
$766K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
26New |
$1.81K - $2.24K
|
26
$2.09K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5.53K- 97.05% |
$385K - $477K
|
168
$13.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
241+ 2.3% |
$16.8K - $20.8K
|
10.7K
$861K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-45- 54.22% |
$3.13K - $3.88K
|
38
$3.05K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3+ 0.11% |
$209 - $259
|
2.8K
$225K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.47K+ 3.53% |
$172K - $213K
|
72.3K
$5.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3+ 0.98% |
$209 - $259
|
309
$24.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-884- 11.01% |
$61.5K - $76.2K
|
7.15K
$574K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-718- 19.82% |
$49.9K - $61.9K
|
2.91K
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
304+ 94.7% |
$21.1K - $26.2K
|
625
$50.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
6.46K+ 51.47% |
$449K - $556K
|
19K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-230- 4.05% |
$16K - $19.8K
|
5.44K
$437K
|