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, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
360+ 5.57% |
$26.3K - $31.5K
|
6.82K
$527K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
21.8K+ 60.03% |
$1.59M - $1.9M
|
58.1K
$4.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-97- 0.87% |
$7.08K - $8.48K
|
11.1K
$856K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
457+ 1.69% |
$33.3K - $40K
|
27.5K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.12K+ 33.61% |
$81.7K - $98K
|
4.45K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 4.52% |
$36.5K - $43.7K
|
10.6K
$816K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
480New |
$35K - $42K
|
480
$37.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-5.19K- 57.55% |
$379K - $454K
|
3.83K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.89K+ 2.34% |
$211K - $253K
|
126K
$9.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-22.7K- 89.7% |
$1.66M - $1.99M
|
2.61K
$202K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.63K- 4.66% |
$557K - $668K
|
156K
$12.1M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
21K+ 281.82% |
$1.53M - $1.83M
|
28.4K
$2.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
108K+ 4.67% |
$7.89M - $9.46M
|
2.42M
$187M
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-19.4K- 15.77% |
$1.42M - $1.7M
|
104K
$8.01M
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-23.7K- 8.96% |
$1.73M - $2.07M
|
241K
$18.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
523New |
$38.1K - $45.7K
|
523
$40.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-7- 5.74% |
$511 - $612
|
115
$8.89K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
110+ 11.68% |
$8.02K - $9.62K
|
1.05K
$81.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-43- 0.99% |
$3.14K - $3.76K
|
4.29K
$332K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
63+ 5.72% |
$4.6K - $5.51K
|
1.17K
$90.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
347New |
$25.3K - $30.3K
|
347
$26.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-3- 0.08% |
$219 - $262
|
3.82K
$295K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.49K+ 2.5% |
$182K - $218K
|
102K
$7.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-1.14K- 1.47% |
$83.2K - $99.7K
|
76.2K
$5.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-64.8K- 21.71% |
$4.73M - $5.67M
|
234K
$18.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-241- 25.91% |
$17.6K - $21.1K
|
689
$53.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
31+ 0.83% |
$2.26K - $2.71K
|
3.76K
$291K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.35K- 6.51% |
$171K - $206K
|
33.7K
$2.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-813- 3.43% |
$59.3K - $71.1K
|
22.9K
$1.77M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
39+ 13.54% |
$2.84K - $3.41K
|
327
$25.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
41+ 0.09% |
$2.99K - $3.59K
|
45.3K
$3.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-300- 0.04% |
$21.9K - $26.2K
|
696K
$53.8M
|
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.5KNew |
$182K - $219K
|
2.5K
$193K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-17- 14.53% |
$1.24K - $1.49K
|
100
$7.73K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-40.1K- 62.4% |
$2.92M - $3.51M
|
24.1K
$1.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
9.51KNew |
$693K - $831K
|
9.51K
$735K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.44K+ 36.04% |
$397K - $476K
|
20.5K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-9- 6.62% |
$656 - $787
|
127
$9.82K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-983- 2.08% |
$71.7K - $86K
|
46.4K
$3.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-144- 24.32% |
$10.5K - $12.6K
|
448
$34.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
100+ 46.08% |
$7.29K - $8.75K
|
317
$24.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-4.93K- 21.89% |
$360K - $432K
|
17.6K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-12.1K- 10.02% |
$883K - $1.06M
|
109K
$8.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-292- 4.05% |
$21.3K - $25.5K
|
6.92K
$535K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.34K- 4.02% |
$97.5K - $117K
|
32K
$2.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
29.4K+ 0.75% |
$2.14M - $2.57M
|
3.93M
$304M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-950- 62.5% |
$69.3K - $83.1K
|
570
$44.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-2.41K- 8.91% |
$176K - $211K
|
24.6K
$1.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
132New |
$9.63K - $11.5K
|
132
$10.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-995- 15.99% |
$72.6K - $87K
|
5.23K
$404K
|