Latest Institutional Transactions on Principal Financial Group Inc (PFG)

PFG Quotes by TradingView

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
Sep 21, 2023 Q4 2019
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
296
New
$15.5K - $17K
296 $23.8K
Mar 19, 2020 Q4 2019
High Mark Wealth Management LLC

BUY
 -
310
New
$16.2K - $17.8K
310 $24.9K
Feb 13, 2020 Q4 2019
Weil Company, Inc.

SELL
 -
-215
Closed
$11.3K - $12.3K
0 $0
Feb 13, 2020 Q4 2019
Hilton Capital Management, LLC

SELL
 -
-586
Closed
$30.7K - $33.6K
0 $0
Feb 12, 2020 Q4 2019
Delta Investment Management, LLC

SELL
 -
-3.76K
Closed
$197K - $216K
0 $0
Feb 12, 2020 Q4 2019
Element Capital Management LLC

New York, NY
SELL
 -
-11.3K
Closed
$592K - $649K
0 $0
Feb 12, 2020 Q4 2019
Whitener Capital Management, Inc.

Rocky Mount, NC
SELL
 -
-253
Closed
$13.2K - $14.5K
0 $0
Feb 11, 2020 Q4 2019
Landscape Capital Management, L.L.C.

SELL
 -
-4.27K
Closed
$224K - $245K
0 $0
Feb 10, 2020 Q4 2019
First Business Financial Services, Inc.

SELL
 -
-10.5K
Closed
$551K - $604K
0 $0
Feb 06, 2020 Q4 2019
Gam Holding Ag

SELL
 -
-7.12K
Closed
$373K - $408K
0 $0
Jan 30, 2020 Q4 2019
Carmichael Hill & Associates, Inc.

BUY
 -
87
New
$4.55K - $4.99K
87 $6.99K
Jan 29, 2020 Q4 2019
Arcadia Investment Management Corp

SELL
 -
-2.33K
Closed
$122K - $133K
0 $0
Jan 28, 2020 Q4 2019
Garrett Wealth Advisory Group, LLC

SELL
 -
-366
Closed
$19.2K - $21K
0 $0
Jan 28, 2020 Q4 2019
Wright Investors Service Inc

SELL
 -
-7.67K
Closed
$401K - $440K
0 $0
Jan 27, 2020 Q4 2019
Clark Capital Management Group, Inc.

Philadelphia, PA
SELL
 -
-499K
Closed
$26.1M - $28.6M
0 $0
Jan 14, 2020 Q4 2019
Webster Bank, N. A.

SELL
 -
-300
Closed
$15.7K - $17.2K
0 $0
Jan 10, 2020 Q4 2019
Manning & Napier Group, LLC

SELL
 -
-13.1K
Closed
$688K - $754K
0 $0
Jan 10, 2020 Q4 2019
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-455
Closed
$23.8K - $26.1K
0 $0
Q3 2019
Nov 15, 2019 Q3 2019
Phocas Financial Corp.

Alameda, CA
SELL
 -
-960
Closed
$50.1K - $58.3K
0 $0
Nov 14, 2019 Q3 2019
Avestar Capital, LLC

SELL
 -
-377
Closed
$19.7K - $22.9K
0 $0
Nov 14, 2019 Q3 2019
Weiss Multi Strategy Advisers LLC

New York, NY
SELL
 CALL
-403K
Closed
$21M - $24.5M
0 $0
Nov 14, 2019 Q3 2019
Zebra Capital Management LLC

Stamford, CT
SELL
 -
-5.81K
Closed
$303K - $352K
0 $0
Nov 14, 2019 Q3 2019
Caption Management, LLC

Oklahoma City, OK
SELL
 -
-22.5K
Closed
$1.17M - $1.37M
0 $0
Nov 13, 2019 Q3 2019
Ack Asset Management LLC

Greenwich, CT
BUY
 -
4.99K
New
$260K - $303K
4.99K $401K
Nov 12, 2019 Q3 2019
Next Capital Management LLC

SELL
 -
-256
Closed
$13.4K - $15.5K
0 $0
Nov 08, 2019 Q3 2019
Quantamental Technologies LLC

White Plains, NY
SELL
 -
-8.21K
Closed
$429K - $498K
0 $0
Nov 07, 2019 Q3 2019
Bar Harbor Wealth Management

Concord, NH
SELL
 -
-4.38K
Closed
$229K - $266K
0 $0
Nov 06, 2019 Q3 2019
Mufg Americas Holdings Corp

SELL
 -
-159
Closed
$8.3K - $9.65K
0 $0
Nov 05, 2019 Q3 2019
Cornerstone Wealth Group, LLC

SELL
 -
-28K
Closed
$1.46M - $1.7M
0 $0
Nov 05, 2019 Q3 2019
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-200
Closed
$10.4K - $12.1K
0 $0
Nov 04, 2019 Q3 2019
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-12.3K
Closed
$641K - $746K
0 $0
Oct 31, 2019 Q3 2019
Palouse Capital Management, Inc.

SELL
 -
-86.5K
Closed
$4.51M - $5.25M
0 $0
Oct 28, 2019 Q3 2019
Wolff Financial Management LLC

BUY
 -
2.76K
+ 54.51%
$144K - $167K
7.82K $628K
Oct 18, 2019 Q3 2019
Btc Capital Management, Inc.

SELL
 -
-8.13K
Closed
$424K - $493K
0 $0
Oct 11, 2019 Q3 2019
Clarus Wealth Advisors

SELL
 -
-238
Closed
$12.4K - $14.4K
0 $0
Oct 07, 2019 Q3 2019
Berkshire Asset Management LLC

Wilkes Barre, PA
SELL
 -
-5.41K
Closed
$282K - $328K
0 $0
Q2 2019
Oct 15, 2019 Q2 2019
Formidable Asset Management, LLC

Cincinnati, OH
SELL
 -
-9.4K
Closed
$485K - $544K
0 $0
Aug 14, 2019 Q2 2019
Financial Architects, Inc

Marlton, NJ
SELL
 -
-366
Closed
$18.9K - $21.2K
0 $0
Aug 14, 2019 Q2 2019
Prelude Capital Management, LLC

New York, NY
BUY
 CALL
4.8K
New
$248K - $278K
4.8K $386K
Aug 14, 2019 Q2 2019
Inscription Capital, LLC

Houston, TX
SELL
 -
-200
Closed
$10.3K - $11.6K
0 $0
Aug 13, 2019 Q2 2019
Bremer Bank National Association

SELL
 -
-845
Closed
$43.6K - $48.9K
0 $0
Aug 13, 2019 Q2 2019
Jarislowsky, Fraser LTD

SELL
 -
-4K
Closed
$206K - $232K
0 $0
Aug 13, 2019 Q2 2019
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-218
Closed
$11.2K - $12.6K
0 $0
Aug 13, 2019 Q2 2019
Kepos Capital LP

New York, NY
SELL
 -
-80.5K
Closed
$4.15M - $4.66M
0 $0
Aug 12, 2019 Q2 2019
Prw Wealth Management LLC

SELL
 -
-28
Closed
$1.44K - $1.62K
0 $0
Aug 07, 2019 Q2 2019
Omnia Family Wealth, LLC

SELL
 -
-38
Closed
$1.96K - $2.2K
0 $0
Aug 07, 2019 Q2 2019
Alera Investment Advisors, LLC

SELL
 -
-146
Closed
$7.53K - $8.46K
0 $0
Aug 02, 2019 Q2 2019
Pflug Koory, LLC

BUY
 -
245
+ 612.5%
$12.6K - $14.2K
285 $22.9K
Aug 02, 2019 Q2 2019
Oakworth Capital, Inc.

SELL
 -
-285
Closed
$14.7K - $16.5K
0 $0

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