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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
110New |
$6.72K - $8.78K
|
110
$8.51K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
321New |
$19.6K - $25.6K
|
321
$24.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-391- 10.78% |
$23.9K - $31.2K
|
3.24K
$250K
|
|
|
Oct 20, 2022
Q3 2022
|
Edmp, Inc.
|
SELL
|
- |
-430- 1.1% |
$26.3K - $34.3K
|
38.8K
$3M
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
100+ 14.6% |
$6.11K - $7.98K
|
785
$60.7K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
41New |
$2.51K - $3.27K
|
41
$3.17K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
22New |
$1.34K - $1.76K
|
22
$1.7K
|
|
| 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
$12.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.7KNew |
$107K - $130K
|
1.7K
$131K
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
4KNew |
$251K - $305K
|
4K
$309K
|
|
|
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
$317K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
5K+ 88.25% |
$314K - $381K
|
10.7K
$824K
|
|
|
Aug 12, 2022
Q2 2022
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-75K- 6.91% |
$4.71M - $5.72M
|
1.01M
$78.1M
|
|
|
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
$16.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
13.5KNew |
$846K - $1.03M
|
13.5K
$1.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.1K+ 9.06% |
$68.8K - $83.4K
|
13.2K
$1.02M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
6.83KNew |
$429K - $520K
|
6.83K
$528K
|
|
|
Aug 10, 2022
Q2 2022
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-1.19K- 52.54% |
$74.8K - $90.7K
|
1.08K
$83.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
107New |
$6.72K - $8.15K
|
107
$8.28K
|
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-6.96K- 63.11% |
$437K - $530K
|
4.07K
$315K
|
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-911- 22.89% |
$57.2K - $69.4K
|
3.07K
$237K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-603- 75.94% |
$37.9K - $46K
|
191
$14.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
1+ 25.0% |
$62.8 - $76.2
|
5
$387
|
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-335- 1.54% |
$21.1K - $25.5K
|
21.4K
$1.66M
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.01KNew |
$63.5K - $77K
|
1.01K
$78.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
5+ 21.74% |
$314 - $381
|
28
$2.17K
|
|
|
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
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-55.4K- 99.53% |
$3.48M - $4.22M
|
259
$20K
|
|
|
Jul 28, 2022
Q2 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.71KNew |
$107K - $130K
|
1.71K
$132K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-218- 97.76% |
$13.7K - $16.6K
|
5
$387
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1New |
$62.8 - $76.2
|
1
$77.3
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
254+ 35.43% |
$16K - $19.4K
|
971
$75.1K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
644New |
$40.5K - $49.1K
|
644
$49.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.47KClosed |
$281K - $340K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
24.8KNew |
$1.56M - $1.89M
|
24.8K
$1.92M
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-52KClosed |
$3.27M - $3.97M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
124New |
$7.79K - $9.45K
|
124
$9.59K
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-4.03K- 42.71% |
$253K - $307K
|
5.41K
$418K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.23KClosed |
$77.5K - $94K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
SELL
|
- |
-23.9KClosed |
$1.5M - $1.82M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-4.19KClosed |
$263K - $319K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
369New |
$23.2K - $28.1K
|
369
$28.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-240Closed |
$15.1K - $18.3K
|
0
$0
|
|