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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-429Closed |
$25.6K - $28.7K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
7New |
$418 - $468
|
7
$545
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-149Closed |
$8.9K - $9.96K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-11.1KClosed |
$660K - $739K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.45KClosed |
$385K - $431K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-82.9KClosed |
$4.95M - $5.54M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-100Closed |
$5.97K - $6.69K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Members Capital Advisors Inc
|
SELL
|
- |
-27.1KClosed |
$1.62M - $1.81M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-4.49KClosed |
$268K - $300K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.52KClosed |
$210K - $235K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.69KClosed |
$220K - $246K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-13.2KClosed |
$787K - $881K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-26Closed |
$1.55K - $1.74K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
SELL
|
- |
-184Closed |
$11K - $12.3K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 24, 2021
Q1 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-11.7KClosed |
$567K - $723K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-338Closed |
$16.3K - $20.8K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-4.05KClosed |
$196K - $249K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
- |
5KNew |
$242K - $308K
|
5K
$389K
|
|
|
May 17, 2021
Q1 2021
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-105KClosed |
$5.07M - $6.45M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-35.2KClosed |
$1.7M - $2.17M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-302Closed |
$14.6K - $18.6K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-196Closed |
$9.47K - $12.1K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.05KClosed |
$50.5K - $64.4K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-517Closed |
$25K - $31.8K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
445New |
$21.5K - $27.4K
|
445
$34.7K
|
|
|
May 11, 2021
Q1 2021
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-7.38KClosed |
$356K - $454K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.8KClosed |
$87K - $111K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
5.43K+ 103.19% |
$262K - $334K
|
10.7K
$833K
|
|
|
May 06, 2021
Q1 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-183Closed |
$8.84K - $11.3K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Human Investing LLC
|
SELL
|
- |
-225Closed |
$10.9K - $13.8K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-431Closed |
$20.8K - $26.5K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Bray Capital Advisors
|
BUY
|
- |
101New |
$4.88K - $6.22K
|
101
$7.87K
|
|
|
May 03, 2021
Q1 2021
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-36KClosed |
$1.74M - $2.22M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-664Closed |
$32.1K - $40.9K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.83KClosed |
$88.5K - $113K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-127Closed |
$6.14K - $7.82K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-393Closed |
$19K - $24.2K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-5.63KClosed |
$272K - $347K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-300Closed |
$14.5K - $18.5K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
35New |
$1.69K - $2.15K
|
35
$2.73K
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-40Closed |
$1.93K - $2.46K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-21.1KClosed |
$1.02M - $1.3M
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
5.11KNew |
$247K - $315K
|
5.11K
$398K
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-353Closed |
$13.5K - $18.6K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-174Closed |
$6.66K - $9.15K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-8.9KClosed |
$340K - $468K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-978Closed |
$37.4K - $51.4K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-41KClosed |
$1.57M - $2.16M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-59.9KClosed |
$2.29M - $3.15M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
200New |
$7.65K - $10.5K
|
200
$15.6K
|
|