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 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3+ 0.98% |
$209 - $259
|
309
$24.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-884- 11.01% |
$61.5K - $76.2K
|
7.15K
$574K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-718- 19.82% |
$49.9K - $61.9K
|
2.91K
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
304+ 94.7% |
$21.1K - $26.2K
|
625
$50.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
6.46K+ 51.47% |
$449K - $556K
|
19K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-230- 4.05% |
$16K - $19.8K
|
5.44K
$437K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-1.24K- 15.22% |
$86.3K - $107K
|
6.91K
$555K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
18+ 3.05% |
$1.25K - $1.55K
|
609
$48.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-20- 4.69% |
$1.39K - $1.72K
|
406
$32.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
4.15KNew |
$289K - $358K
|
4.15K
$334K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
56+ 1.78% |
$3.9K - $4.83K
|
3.2K
$257K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-87.4K- 59.01% |
$6.08M - $7.54M
|
60.7K
$4.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-754- 24.58% |
$52.4K - $65K
|
2.31K
$186K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
395+ 17.73% |
$27.5K - $34K
|
2.62K
$211K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-5- 0.17% |
$348 - $431
|
2.91K
$234K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
2K+ 7.02% |
$139K - $172K
|
30.5K
$2.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
783+ 7.27% |
$54.5K - $67.5K
|
11.6K
$928K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
814+ 3.36% |
$56.6K - $70.2K
|
25K
$2.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.71K+ 102.3% |
$188K - $233K
|
5.36K
$430K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-223- 7.17% |
$15.5K - $19.2K
|
2.89K
$232K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
35.2K+ 21.72% |
$2.45M - $3.04M
|
197K
$15.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.74K- 8.66% |
$191K - $236K
|
28.9K
$2.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
212+ 6.94% |
$14.7K - $18.3K
|
3.27K
$263K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-23- 0.37% |
$1.6K - $1.98K
|
6.18K
$497K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-1.84K- 65.65% |
$128K - $158K
|
960
$77.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.21K+ 7.01% |
$223K - $277K
|
49K
$3.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
27+ 12.92% |
$1.88K - $2.33K
|
236
$19K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
43.2KNew |
$3M - $3.72M
|
43.2K
$3.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.08K+ 4.31% |
$145K - $180K
|
50.4K
$4.05M
|
|
|
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
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.28K- 1.07% |
$89.3K - $111K
|
119K
$9.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-27- 0.6% |
$1.88K - $2.33K
|
4.46K
$358K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
387+ 15.72% |
$26.9K - $33.4K
|
2.85K
$229K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-42- 19.81% |
$2.92K - $3.62K
|
170
$13.7K
|
|
|
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
$880K
|
|
|
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
$12.9K
|
|
|
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
$826K
|
|
|
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
$1.45K
|
|
|
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
$91.8K
|
|
|
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
|