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 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
120+ 3.46% |
$8.35K - $10.3K
|
3.59K
$288K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.87K- 20.26% |
$130K - $161K
|
7.36K
$591K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.85K- 22.97% |
$129K - $159K
|
6.2K
$498K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-36- 0.2% |
$2.5K - $3.1K
|
18.2K
$1.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-2.78K- 16.79% |
$194K - $240K
|
13.8K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-40- 2.14% |
$2.78K - $3.45K
|
1.83K
$147K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.68K+ 6.41% |
$117K - $145K
|
27.8K
$2.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
28+ 5.58% |
$1.95K - $2.41K
|
530
$42.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
21+ 4.65% |
$1.46K - $1.81K
|
473
$38K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.48K- 20.53% |
$172K - $213K
|
9.59K
$770K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.74K- 9.31% |
$121K - $150K
|
16.9K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-580- 5.04% |
$40.3K - $50K
|
10.9K
$878K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.7KNew |
$118K - $146K
|
1.7K
$136K
|
|
|
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
|