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 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.21K+ 7.01% |
$223K - $277K
|
49K
$3.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
27+ 12.92% |
$1.88K - $2.33K
|
236
$18.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
43.2KNew |
$3M - $3.72M
|
43.2K
$3.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.08K+ 4.31% |
$145K - $180K
|
50.4K
$4.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-105- 3.85% |
$7.3K - $9.05K
|
2.62K
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-14- 0.52% |
$974 - $1.21K
|
2.67K
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.28K- 1.07% |
$89.3K - $111K
|
119K
$9.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-27- 0.6% |
$1.88K - $2.33K
|
4.46K
$357K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
387+ 15.72% |
$26.9K - $33.4K
|
2.85K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-42- 19.81% |
$2.92K - $3.62K
|
170
$13.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2+ 0.06% |
$139 - $172
|
3.26K
$262K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
8.17K+ 152.08% |
$568K - $704K
|
13.5K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-146- 1.31% |
$10.2K - $12.6K
|
11K
$879K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.62KNew |
$182K - $226K
|
2.62K
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.32K+ 40.53% |
$92K - $114K
|
4.58K
$368K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
160New |
$11.1K - $13.8K
|
160
$12.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.85KNew |
$198K - $246K
|
2.85K
$229K
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
6.92K+ 205.98% |
$481K - $596K
|
10.3K
$824K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45+ 9.64% |
$3.13K - $3.88K
|
512
$41.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100+ 81.3% |
$6.96K - $8.62K
|
223
$17.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18New |
$1.25K - $1.55K
|
18
$1.44K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-341- 41.74% |
$23.7K - $29.4K
|
476
$38.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-402- 26.02% |
$28K - $34.6K
|
1.14K
$91.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-519- 23.67% |
$36.1K - $44.7K
|
1.67K
$134K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.75% |
$69.6 - $86.2
|
135
$10.8K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
336+ 10.16% |
$23.4K - $29K
|
3.64K
$292K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-129K- 82.39% |
$9.86M - $11.5M
|
27.6K
$2.21M
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
10.3KNew |
$790K - $921K
|
10.3K
$830K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-62- 5.42% |
$4.73K - $5.52K
|
1.08K
$86.7K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
4New |
$305 - $356
|
4
$321
|
|
|
May 28, 2025
Q1 2025
|
Strs Ohio
|
BUY
|
- |
3.42K+ 16.59% |
$261K - $304K
|
24K
$1.93M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.8K+ 1686.64% |
$1.05M - $1.23M
|
14.6K
$1.17M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
15+ 0.24% |
$1.15K - $1.34K
|
6.27K
$503K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
18K+ 21.72% |
$1.37M - $1.6M
|
101K
$8.07M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-977- 34.09% |
$74.6K - $87K
|
1.89K
$151K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
5.58KNew |
$426K - $496K
|
5.58K
$447K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 19.46% |
$7.63K - $8.9K
|
414
$33.2K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-40.8K- 68.75% |
$3.12M - $3.63M
|
18.6K
$1.49M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
609New |
$46.5K - $54.2K
|
609
$48.8K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-68.8K- 3.66% |
$5.25M - $6.12M
|
1.81M
$145M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-141- 4.84% |
$10.8K - $12.6K
|
2.78K
$223K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-328- 5.47% |
$25K - $29.2K
|
5.67K
$454K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
497+ 11.89% |
$37.9K - $44.3K
|
4.68K
$375K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.06K+ 23.63% |
$80.8K - $94.3K
|
5.54K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-207K- 61.3% |
$15.8M - $18.4M
|
130K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.94K+ 12.58% |
$225K - $262K
|
26.3K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-201- 0.81% |
$15.3K - $17.9K
|
24.6K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
2KNew |
$153K - $178K
|
2K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
5.5KNew |
$420K - $490K
|
5.5K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
22.9KNew |
$1.75M - $2.04M
|
22.9K
$1.83M
|
|