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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
197New |
$15K - $17.5K
|
197
$15.3K
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-6.17K- 25.96% |
$471K - $550K
|
17.6K
$1.37M
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
928+ 10.68% |
$70.8K - $82.6K
|
9.62K
$749K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-72- 1.99% |
$5.5K - $6.41K
|
3.55K
$276K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
138+ 25.56% |
$10.5K - $12.3K
|
678
$52.8K
|
|
May 12, 2025
Q1 2025
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
15.4K+ 0.31% |
$1.18M - $1.38M
|
4.98M
$388M
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.15K+ 7.05% |
$546K - $637K
|
109K
$8.46M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.02% |
$76.3 - $89
|
4.45K
$347K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-153- 6.31% |
$11.7K - $13.6K
|
2.27K
$177K
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
33.8K+ 89.3% |
$2.58M - $3.01M
|
71.6K
$5.58M
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-3.1K- 15.52% |
$236K - $276K
|
16.8K
$1.31M
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7New |
$534 - $623
|
7
$545
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
433+ 9.47% |
$33.1K - $38.6K
|
5.01K
$390K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.7K- 21.68% |
$819K - $956K
|
38.8K
$3.02M
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-234- 8.74% |
$17.9K - $20.8K
|
2.44K
$190K
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.84K+ 3.36% |
$140K - $163K
|
56.4K
$4.39M
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
5.16KNew |
$394K - $460K
|
5.16K
$402K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
156+ 273.68% |
$11.9K - $13.9K
|
213
$16.6K
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.75K+ 164.31% |
$439K - $512K
|
9.25K
$721K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-153K- 5.57% |
$11.7M - $13.7M
|
2.6M
$203M
|
|
May 12, 2025
Q1 2025
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
12.8K+ 51.09% |
$976K - $1.14M
|
37.8K
$2.94M
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
569KNew |
$43.4M - $50.6M
|
569K
$44.3M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.02K+ 13.96% |
$154K - $180K
|
16.5K
$1.28M
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
29.3K+ 8.36% |
$2.24M - $2.61M
|
380K
$29.6M
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
528New |
$40.3K - $47K
|
528
$41.1K
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
528New |
$40.3K - $47K
|
528
$41.1K
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.7KNew |
$206K - $240K
|
2.7K
$210K
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
2.64KNew |
$201K - $235K
|
2.64K
$206K
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-4.38K- 4.16% |
$334K - $390K
|
101K
$7.85M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.65K- 1.07% |
$126K - $147K
|
152K
$11.8M
|
|
May 09, 2025
Q1 2025
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
2.5KNew |
$191K - $223K
|
2.5K
$195K
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-129K- 82.39% |
$9.86M - $11.5M
|
27.6K
$2.15M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.8K- 15.15% |
$898K - $1.05M
|
65.9K
$5.13M
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
154+ 12.56% |
$11.8K - $13.7K
|
1.38K
$107K
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
854+ 2.91% |
$65.2K - $76K
|
30.2K
$2.35M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-169- 4.62% |
$12.9K - $15K
|
3.49K
$272K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
45+ 3.67% |
$3.44K - $4.01K
|
1.27K
$98.9K
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-529- 5.28% |
$40.4K - $47.1K
|
9.5K
$740K
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
226New |
$17.3K - $20.1K
|
226
$17.6K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
121New |
$9.24K - $10.8K
|
121
$9.42K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3+ 0.27% |
$229 - $267
|
1.11K
$86.1K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-401- 46.14% |
$30.6K - $35.7K
|
468
$36.5K
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-15- 0.55% |
$1.15K - $1.34K
|
2.71K
$211K
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
5.16KNew |
$394K - $460K
|
5.16K
$402K
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
18+ 6.34% |
$1.37K - $1.6K
|
302
$23.5K
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-536- 66.17% |
$40.9K - $47.7K
|
274
$21.3K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.09KNew |
$388K - $453K
|
5.09K
$396K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.39M+ 114.17% |
$106M - $124M
|
2.61M
$204M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-183K- 0.67% |
$13.9M - $16.3M
|
27.2M
$2.12B
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
75+ 14.62% |
$5.73K - $6.68K
|
588
$45.8K
|