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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-650- 5.93% |
$49.1K - $53.9K
|
10.3K
$871K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-764- 0.88% |
$57.7K - $63.4K
|
85.8K
$7.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.26KNew |
$94.8K - $104K
|
1.26K
$106K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8- 0.1% |
$604 - $664
|
7.62K
$643K
|
|
|
Nov 12, 2025
Q3 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
11.9K+ 48.55% |
$899K - $987K
|
36.4K
$3.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
416+ 91.83% |
$31.4K - $34.5K
|
869
$73.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
506+ 15.46% |
$38.2K - $42K
|
3.78K
$319K
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
7.38K+ 20.64% |
$557K - $612K
|
43.1K
$3.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
16.5KNew |
$1.25M - $1.37M
|
16.5K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-27.6K- 88.97% |
$2.09M - $2.29M
|
3.43K
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-599- 2.88% |
$45.2K - $49.7K
|
20.2K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-5- 1.12% |
$378 - $415
|
442
$37.3K
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
71.1K+ 29.79% |
$5.37M - $5.9M
|
310K
$26.2M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-110K- 16.0% |
$8.34M - $9.16M
|
580K
$49M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
131K+ 2.38% |
$9.88M - $10.8M
|
5.62M
$475M
|
|
|
Nov 12, 2025
Q3 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.12K- 1.63% |
$84.6K - $92.9K
|
67.5K
$5.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
270+ 14.93% |
$20.4K - $22.4K
|
2.08K
$176K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-27.7K- 75.66% |
$2.09M - $2.3M
|
8.92K
$753K
|
|
|
Nov 12, 2025
Q3 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
16.9KNew |
$1.28M - $1.4M
|
16.9K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.57K+ 8.32% |
$118K - $130K
|
20.4K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.12K+ 42.63% |
$387K - $425K
|
17.1K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.36K+ 3.94% |
$102K - $112K
|
35.8K
$3.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-388K- 9.03% |
$29.3M - $32.2M
|
3.91M
$330M
|
|
|
Nov 12, 2025
Q3 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.7K- 15.3% |
$128K - $141K
|
9.41K
$795K
|
|
|
Nov 12, 2025
Q3 2025
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2.44KNew |
$185K - $203K
|
2.44K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.79K+ 6.07% |
$513K - $564K
|
119K
$10M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.44K+ 33.43% |
$109K - $120K
|
5.76K
$487K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4.54K- 5.77% |
$343K - $376K
|
74K
$6.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.62K+ 0.04% |
$123K - $135K
|
3.77M
$318M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.91K- 3.77% |
$144K - $158K
|
48.7K
$4.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.39K- 14.64% |
$180K - $198K
|
13.9K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
665+ 6.19% |
$50.2K - $55.2K
|
11.4K
$964K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-8.15K- 1.43% |
$615K - $676K
|
560K
$47.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
288New |
$21.8K - $23.9K
|
288
$24.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
618+ 1.8% |
$46.7K - $51.3K
|
34.9K
$2.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
17+ 8.02% |
$1.28K - $1.41K
|
229
$19.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 0.7% |
$302 - $332
|
576
$48.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-12.8K- 51.95% |
$969K - $1.06M
|
11.9K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
15+ 0.49% |
$1.13K - $1.24K
|
3.07K
$260K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
118+ 3.55% |
$8.91K - $9.79K
|
3.44K
$291K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
82+ 2.1% |
$6.19K - $6.8K
|
3.98K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-119K- 15.09% |
$8.99M - $9.87M
|
670K
$56.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.15K+ 23.25% |
$238K - $262K
|
16.7K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
9KNew |
$680K - $747K
|
9K
$760K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-58- 0.22% |
$4.38K - $4.81K
|
25.8K
$2.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-107- 6.39% |
$8.08K - $8.88K
|
1.57K
$132K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-14.8K- 23.34% |
$1.12M - $1.23M
|
48.7K
$4.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-27.2K- 84.06% |
$2.06M - $2.26M
|
5.16K
$436K
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-3.07K- 35.02% |
$232K - $254K
|
5.69K
$481K
|
|
|
Nov 12, 2025
Q3 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.36K+ 9.35% |
$103K - $113K
|
15.9K
$1.34M
|
|