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 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
29+ 0.91% |
$1.77K - $2.31K
|
3.2K
$257K
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
718+ 11.42% |
$43.9K - $57.3K
|
7.01K
$563K
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.2KNew |
$73.3K - $95.7K
|
1.2K
$96.3K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
23New |
$1.41K - $1.83K
|
23
$1.85K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
304+ 3.5% |
$18.6K - $24.3K
|
9K
$723K
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$143K - $187K
|
2.34K
$188K
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3+ 0.1% |
$183 - $239
|
3.11K
$250K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.44% |
$122 - $160
|
452
$36.3K
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
3.86KNew |
$236K - $308K
|
3.86K
$310K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
360+ 116.13% |
$22K - $28.7K
|
670
$53.8K
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.56KNew |
$217K - $284K
|
3.56K
$286K
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
3.4KNew |
$208K - $271K
|
3.4K
$273K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
97New |
$5.93K - $7.74K
|
97
$7.79K
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.29K- 26.12% |
$78.8K - $103K
|
3.65K
$293K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.26KNew |
$138K - $180K
|
2.26K
$181K
|
|
Oct 25, 2022
Q3 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-68.8K- 44.66% |
$4.21M - $5.49M
|
85.2K
$6.85M
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.99KNew |
$122K - $159K
|
1.99K
$160K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
110New |
$6.72K - $8.78K
|
110
$8.84K
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
321New |
$19.6K - $25.6K
|
321
$25.8K
|
|
Oct 20, 2022
Q3 2022
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-391- 10.78% |
$23.9K - $31.2K
|
3.24K
$260K
|
|
Oct 20, 2022
Q3 2022
|
Edmp, Inc.
|
SELL
|
- |
-430- 1.1% |
$26.3K - $34.3K
|
38.8K
$3.11M
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
100+ 14.6% |
$6.11K - $7.98K
|
785
$63.1K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
41New |
$2.51K - $3.27K
|
41
$3.29K
|
|
Q2 2022 | |||||||
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-45Closed |
$2.83K - $3.43K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-3.49KClosed |
$220K - $266K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
162New |
$10.2K - $12.3K
|
162
$13K
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.7KNew |
$107K - $130K
|
1.7K
$137K
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
4KNew |
$251K - $305K
|
4K
$321K
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-15.7KClosed |
$987K - $1.2M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.79KClosed |
$175K - $213K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
CALL |
-1.2KClosed |
$75.4K - $91.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
4.1KNew |
$258K - $312K
|
4.1K
$329K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
5K+ 88.25% |
$314K - $381K
|
10.7K
$856K
|
|
Aug 12, 2022
Q2 2022
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-75K- 6.91% |
$4.71M - $5.72M
|
1.01M
$81.1M
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-34Closed |
$2.14K - $2.59K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
216New |
$13.6K - $16.5K
|
216
$17.4K
|
|
Aug 12, 2022
Q2 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
13.5KNew |
$846K - $1.03M
|
13.5K
$1.08M
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.1K+ 9.06% |
$68.8K - $83.4K
|
13.2K
$1.06M
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
6.83KNew |
$429K - $520K
|
6.83K
$549K
|
|
Aug 10, 2022
Q2 2022
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-1.19K- 52.54% |
$74.8K - $90.7K
|
1.08K
$86.4K
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
107New |
$6.72K - $8.15K
|
107
$8.6K
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-6.96K- 63.11% |
$437K - $530K
|
4.07K
$327K
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-911- 22.89% |
$57.2K - $69.4K
|
3.07K
$247K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-603- 75.94% |
$37.9K - $46K
|
191
$15.3K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
1+ 25.0% |
$62.8 - $76.2
|
5
$402
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-335- 1.54% |
$21.1K - $25.5K
|
21.4K
$1.72M
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.01KNew |
$63.5K - $77K
|
1.01K
$81.1K
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
5+ 21.74% |
$314 - $381
|
28
$2.25K
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.01KClosed |
$252K - $305K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-35.7KClosed |
$2.24M - $2.72M
|
0
$0
|