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 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.23K- 24.99% |
$172K - $193K
|
6.7K
$537K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
6.3KNew |
$486K - $544K
|
6.3K
$505K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
5New |
$386 - $432
|
5
$401
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
131New |
$10.1K - $11.3K
|
131
$10.5K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-100- 3.57% |
$7.72K - $8.63K
|
2.7K
$217K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.45KNew |
$112K - $125K
|
1.45K
$116K
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3+ 0.11% |
$232 - $259
|
2.63K
$211K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-458- 50.0% |
$35.4K - $39.5K
|
458
$36.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
195New |
$15.1K - $16.8K
|
195
$15.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10New |
$772 - $863
|
10
$802
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
96New |
$7.41K - $8.29K
|
96
$7.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
4.48KNew |
$346K - $386K
|
4.48K
$359K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
120+ 83.33% |
$9.26K - $10.4K
|
264
$21.2K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-269- 47.7% |
$20.8K - $23.2K
|
295
$23.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
2.33KNew |
$180K - $201K
|
2.33K
$187K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.53KNew |
$736K - $823K
|
9.53K
$765K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1- 16.67% |
$77.2 - $86.3
|
5
$401
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-320- 10.91% |
$24.7K - $27.6K
|
2.61K
$210K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
280New |
$21.6K - $24.2K
|
280
$22.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-196- 6.82% |
$15.1K - $16.9K
|
2.68K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-2- 0.04% |
$154 - $173
|
5.2K
$417K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
80New |
$6.18K - $6.9K
|
80
$6.42K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-815- 85.34% |
$62.9K - $70.3K
|
140
$11.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
396New |
$30.6K - $34.2K
|
396
$31.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
11.1KNew |
$854K - $955K
|
11.1K
$887K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
239K+ 14.49% |
$16M - $19M
|
1.89M
$152M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-243- 6.8% |
$16.3K - $19.3K
|
3.33K
$267K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 19.05% |
$535 - $637
|
34
$2.73K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
418New |
$28K - $33.3K
|
418
$33.5K
|
|
|
Mar 14, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
28.9KNew |
$1.93M - $2.3M
|
28.9K
$2.32M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
300New |
$20.1K - $23.9K
|
300
$24.1K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11New |
$736 - $875
|
11
$882
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-12.9K- 96.98% |
$864K - $1.03M
|
402
$32.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
172New |
$11.5K - $13.7K
|
172
$13.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
528New |
$35.3K - $42K
|
528
$42.3K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
465New |
$31.1K - $37K
|
465
$37.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
100+ 1.39% |
$6.69K - $7.96K
|
7.3K
$585K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-39.9K- 2.78% |
$2.67M - $3.18M
|
1.4M
$112M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
100+ 2.27% |
$6.69K - $7.96K
|
4.5K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
46New |
$3.08K - $3.66K
|
46
$3.69K
|
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
44.4K+ 3047.36% |
$2.97M - $3.53M
|
45.9K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
23.9KNew |
$1.6M - $1.9M
|
23.9K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
12.5K+ 187.18% |
$838K - $997K
|
19.2K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
49.2KNew |
$3.29M - $3.91M
|
49.2K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
5.7KNew |
$381K - $454K
|
5.7K
$457K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
189New |
$12.6K - $15K
|
189
$15.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
700New |
$46.8K - $55.7K
|
700
$56.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
17.9KNew |
$1.2M - $1.43M
|
17.9K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$66.9 - $79.6
|
1
$80.2
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-4.45K- 56.44% |
$298K - $354K
|
3.43K
$275K
|
|