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 23, 2019
Q2 2019
|
Financial Advantage, Inc.
|
SELL
|
- |
-100Closed |
$5.16K - $5.79K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.19KClosed |
$61.6K - $69.2K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-220Closed |
$11.3K - $12.7K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Destination Wealth Management
|
SELL
|
- |
-192Closed |
$9.9K - $11.1K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-283Closed |
$14.6K - $16.4K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2023
Q1 2019
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
410New |
$17.8K - $21.8K
|
410
$33.2K
|
|
|
May 15, 2019
Q1 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-38Closed |
$1.65K - $2.02K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
4+ 0.77% |
$174 - $212
|
526
$42.6K
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-100Closed |
$4.34K - $5.31K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
18.8KNew |
$814K - $997K
|
18.8K
$1.52M
|
|
|
May 14, 2019
Q1 2019
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-50Closed |
$2.17K - $2.65K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-450Closed |
$19.5K - $23.9K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-10.7KClosed |
$466K - $570K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-150Closed |
$6.51K - $7.96K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Boston Partners
Boston, MA |
SELL
|
- |
-21.6KClosed |
$936K - $1.14M
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-37.1KClosed |
$1.61M - $1.97M
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-195Closed |
$8.46K - $10.4K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Sep 13, 2021
Q4 2018
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-147Closed |
$6.04K - $8.92K
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
American Beacon Advisors, Inc.
|
SELL
|
- |
-1.32KClosed |
$54.1K - $79.8K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-184Closed |
$7.56K - $11.2K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-858Closed |
$35.2K - $52K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-10.6KClosed |
$437K - $646K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-9.98KClosed |
$410K - $605K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-5KClosed |
$205K - $303K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-2.41MClosed |
$99M - $146M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Harris Associates L P
Chicago, IL |
SELL
|
- |
-5.35KClosed |
$220K - $324K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
9.29KNew |
$382K - $563K
|
9.29K
$752K
|
|
|
Feb 14, 2019
Q4 2018
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-9.07KClosed |
$372K - $550K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
328New |
$13.5K - $19.9K
|
328
$26.6K
|
|
|
Feb 13, 2019
Q4 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-13.2KClosed |
$543K - $802K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.38KClosed |
$180K - $265K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
4K+ 71.43% |
$164K - $243K
|
9.6K
$777K
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-103Closed |
$4.23K - $6.25K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-300Closed |
$12.3K - $18.2K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.23KClosed |
$174K - $256K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-200Closed |
$8.22K - $12.1K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-5.39KClosed |
$222K - $327K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-97Closed |
$3.98K - $5.88K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-783Closed |
$32.2K - $47.5K
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.01KClosed |
$165K - $243K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-128KClosed |
$5.27M - $7.78M
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.56KClosed |
$146K - $216K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-200Closed |
$8.22K - $12.1K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-20Closed |
$822 - $1.21K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-908Closed |
$37.3K - $55.1K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.62KClosed |
$66.4K - $98.1K
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-6.37KClosed |
$261K - $386K
|
0
$0
|
|
|
Jan 10, 2019
Q4 2018
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-84Closed |
$3.45K - $5.09K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Oct 04, 2024
Q3 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
7.73KNew |
$409K - $460K
|
7.73K
$626K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
24.8KNew |
$1.31M - $1.48M
|
24.8K
$2.01M
|
|