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 07, 2025
Q4 2024
|
Arjuna Capital
|
SELL
|
- |
-4.25K- 4.96% |
$319K - $388K
|
81.5K
$6.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-196K- 67.27% |
$14.6M - $17.8M
|
95.2K
$7.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-97- 14.37% |
$7.27K - $8.85K
|
578
$48.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3- 7.14% |
$225 - $274
|
39
$3.26K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.47K- 9.55% |
$485K - $591K
|
61.3K
$5.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
264K+ 24.14% |
$19.8M - $24.1M
|
1.36M
$114M
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
14.3K+ 14.12% |
$1.07M - $1.31M
|
116K
$9.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
8.28KNew |
$620K - $756K
|
8.28K
$693K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
39K+ 33.7% |
$2.92M - $3.55M
|
155K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
260+ 0.53% |
$19.5K - $23.7K
|
49.5K
$4.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
10New |
$749 - $913
|
10
$837
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4.56K+ 18.48% |
$341K - $416K
|
29.2K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-999- 4.09% |
$74.8K - $91.2K
|
23.4K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-84- 19.0% |
$6.29K - $7.67K
|
358
$30K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 3.25% |
$1.35K - $1.64K
|
572
$47.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.77K+ 6.44% |
$133K - $162K
|
29.3K
$2.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
742+ 19.37% |
$55.6K - $67.7K
|
4.57K
$383K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.52K+ 4.4% |
$114K - $139K
|
36.1K
$3.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.82K+ 64.65% |
$136K - $166K
|
4.63K
$387K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 8.08% |
$80.9K - $98.6K
|
14.5K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
35+ 0.93% |
$2.62K - $3.19K
|
3.8K
$318K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29+ 4.21% |
$2.17K - $2.65K
|
718
$60.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-56- 0.77% |
$4.19K - $5.11K
|
7.18K
$600K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
632+ 9.6% |
$47.3K - $57.7K
|
7.22K
$604K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6New |
$449 - $548
|
6
$502
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-652- 5.24% |
$48.8K - $59.5K
|
11.8K
$987K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-3K- 33.33% |
$225K - $274K
|
6K
$502K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-656- 7.01% |
$49.1K - $59.9K
|
8.71K
$728K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
15+ 0.5% |
$1.12K - $1.37K
|
3.03K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
44.8K+ 3.19% |
$3.36M - $4.09M
|
1.45M
$121M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-900- 1.55% |
$67.4K - $82.1K
|
57.1K
$4.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
297+ 3.04% |
$22.2K - $27.1K
|
10.1K
$843K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
11.2K+ 2.8% |
$838K - $1.02M
|
411K
$34.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-68- 2.09% |
$5.09K - $6.21K
|
3.19K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-78- 0.07% |
$5.84K - $7.12K
|
106K
$8.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
5+ 0.25% |
$375 - $456
|
2K
$168K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.93KNew |
$294K - $359K
|
3.93K
$329K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
91+ 0.14% |
$6.82K - $8.3K
|
67.2K
$5.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-26- 0.83% |
$1.95K - $2.37K
|
3.12K
$261K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-189- 15.08% |
$14.2K - $17.2K
|
1.06K
$89K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
17.1KNew |
$1.28M - $1.56M
|
17.1K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
73New |
$5.47K - $6.66K
|
73
$6.11K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
204KNew |
$15.3M - $18.7M
|
204K
$17.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
73+ 32.74% |
$5.47K - $6.66K
|
296
$24.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
332+ 0.95% |
$24.9K - $30.3K
|
35.4K
$2.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
SELL
|
- |
-1.74K- 6.93% |
$131K - $159K
|
23.4K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3.11K- 2.86% |
$233K - $284K
|
106K
$8.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
161+ 1.45% |
$12.1K - $14.7K
|
11.2K
$941K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
11.1K+ 100.47% |
$828K - $1.01M
|
22.1K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.52KNew |
$264K - $321K
|
3.52K
$295K
|