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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-160- 4.58% |
$12K - $14.6K
|
3.33K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 2.42% |
$375 - $456
|
212
$17.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-24.9K- 27.41% |
$1.87M - $2.28M
|
66K
$5.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-21.1K- 31.44% |
$1.58M - $1.93M
|
46.1K
$3.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-93.7K- 38.4% |
$7.02M - $8.55M
|
150K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
204+ 2.62% |
$15.3K - $18.6K
|
7.99K
$669K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
82+ 585.71% |
$6.14K - $7.48K
|
96
$8.03K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
374New |
$28K - $34.1K
|
374
$31.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8+ 0.32% |
$599 - $730
|
2.51K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.99K- 2.35% |
$149K - $181K
|
82.4K
$6.89M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-37.4K- 9.16% |
$2.8M - $3.41M
|
371K
$31.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-10.4K- 7.16% |
$778K - $947K
|
135K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-6.96K- 24.49% |
$521K - $635K
|
21.5K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
203+ 2.12% |
$15.2K - $18.5K
|
9.78K
$818K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-20- 0.05% |
$1.5K - $1.83K
|
38.5K
$3.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-179K- 4.1% |
$13.4M - $16.4M
|
4.19M
$351M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.94K+ 63.44% |
$145K - $177K
|
4.99K
$418K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
8+ 6.06% |
$599 - $730
|
140
$11.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-15.8K- 6.19% |
$1.18M - $1.44M
|
240K
$20.1M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-9.68K- 7.52% |
$725K - $884K
|
119K
$9.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.81KNew |
$660K - $804K
|
8.81K
$737K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
52.4K+ 0.97% |
$3.93M - $4.78M
|
5.47M
$457M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
116+ 7.71% |
$8.69K - $10.6K
|
1.62K
$136K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-327- 1.27% |
$24.5K - $29.8K
|
25.5K
$2.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.03% |
$150 - $183
|
6.26K
$524K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.39K+ 43.81% |
$329K - $400K
|
14.4K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12New |
$899 - $1.1K
|
12
$1K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
468+ 0.8% |
$35.1K - $42.7K
|
58.9K
$4.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
661+ 25.93% |
$49.5K - $60.3K
|
3.21K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-8.99K- 1.93% |
$674K - $821K
|
457K
$38.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-233- 7.87% |
$17.5K - $21.3K
|
2.73K
$228K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-137- 3.09% |
$10.3K - $12.5K
|
4.29K
$359K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-77.1K- 29.73% |
$5.78M - $7.04M
|
182K
$15.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.43K+ 8.5% |
$257K - $313K
|
43.7K
$3.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.42% |
$674 - $821
|
2.15K
$180K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-146- 0.14% |
$10.9K - $13.3K
|
103K
$8.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
130New |
$9.74K - $11.9K
|
130
$10.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.09K+ 76.2% |
$232K - $282K
|
7.15K
$598K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.64K- 3.53% |
$123K - $149K
|
44.7K
$3.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-15- 0.16% |
$1.12K - $1.37K
|
9.35K
$782K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11- 3.07% |
$824 - $1K
|
347
$29K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Securities Usa LLC
|
BUY
|
- |
6.13K+ 44.35% |
$459K - $559K
|
19.9K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
25.9KNew |
$1.94M - $2.37M
|
25.9K
$2.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
141K+ 2064.32% |
$10.6M - $12.9M
|
148K
$12.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.5KNew |
$262K - $319K
|
3.5K
$293K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-18.2K- 8.59% |
$1.36M - $1.66M
|
194K
$16.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.13K- 23.43% |
$459K - $560K
|
20K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
BUY
|
- |
11.1KNew |
$835K - $1.02M
|
11.1K
$933K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
79.3KNew |
$5.94M - $7.24M
|
79.3K
$6.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-513K- 29.59% |
$38.4M - $46.8M
|
1.22M
$102M
|