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 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
98+ 70.0% |
$7.48K - $8.73K
|
238
$18.5K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
948+ 18.99% |
$72.4K - $84.4K
|
5.94K
$463K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
678New |
$51.8K - $60.4K
|
678
$52.8K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-935- 4.72% |
$71.4K - $83.3K
|
18.9K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
4.97K+ 4.87% |
$379K - $442K
|
107K
$8.33M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-106- 21.2% |
$8.09K - $9.44K
|
394
$30.7K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.2K+ 1.51% |
$91.6K - $107K
|
80.5K
$6.27M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
20+ 1.79% |
$1.53K - $1.78K
|
1.14K
$88.8K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.7K+ 11.07% |
$1.04M - $1.22M
|
137K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
11.3KNew |
$866K - $1.01M
|
11.3K
$884K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-80- 2.13% |
$6.11K - $7.12K
|
3.67K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-130- 33.94% |
$9.92K - $11.6K
|
253
$19.7K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
21.3KNew |
$1.63M - $1.9M
|
21.3K
$1.66M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
525+ 0.89% |
$40.1K - $46.7K
|
59.5K
$4.63M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
14+ 0.16% |
$1.07K - $1.25K
|
8.67K
$675K
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
34+ 0.89% |
$2.6K - $3.03K
|
3.83K
$299K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
9.05KNew |
$691K - $806K
|
9.05K
$705K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
31+ 0.34% |
$2.37K - $2.76K
|
9.24K
$720K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
924+ 12.88% |
$70.5K - $82.3K
|
8.1K
$631K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.01K+ 14.92% |
$77.2K - $90K
|
7.79K
$606K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.46K+ 9.73% |
$417K - $486K
|
61.6K
$4.8M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-6.27K- 36.93% |
$479K - $558K
|
10.7K
$834K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
143+ 3.64% |
$10.9K - $12.7K
|
4.07K
$317K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
376+ 18.78% |
$28.7K - $33.5K
|
2.38K
$185K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-838- 0.58% |
$64K - $74.6K
|
144K
$11.3M
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
9.84K+ 8.51% |
$751K - $876K
|
125K
$9.77M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-71- 0.27% |
$5.42K - $6.32K
|
25.8K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-24- 0.52% |
$1.83K - $2.14K
|
4.57K
$356K
|
|
|
May 05, 2025
Q1 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.23KNew |
$170K - $198K
|
2.23K
$173K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.13K+ 3.92% |
$86.6K - $101K
|
30K
$2.34M
|
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
228K+ 34.24% |
$17.4M - $20.3M
|
893K
$69.6M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.48KNew |
$189K - $221K
|
2.48K
$193K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.37K- 9.54% |
$105K - $122K
|
13K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-168- 1.72% |
$12.8K - $15K
|
9.61K
$749K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
30New |
$2.29K - $2.67K
|
30
$2.34K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.14KNew |
$469K - $547K
|
6.14K
$478K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 3.82% |
$382 - $445
|
136
$10.6K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-145- 2.76% |
$11.1K - $12.9K
|
5.11K
$398K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.99K- 19.59% |
$152K - $178K
|
8.18K
$637K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.68K+ 568.58% |
$128K - $150K
|
1.98K
$154K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
18.5K+ 9.55% |
$1.41M - $1.65M
|
212K
$16.5M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
461+ 2.92% |
$35.2K - $41K
|
16.2K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.59K- 56.22% |
$503K - $587K
|
5.13K
$400K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
57+ 0.51% |
$4.35K - $5.08K
|
11.3K
$880K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 0.65% |
$305 - $356
|
618
$48.1K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.99K- 31.38% |
$228K - $266K
|
6.53K
$508K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-93- 3.46% |
$7.1K - $8.28K
|
2.59K
$202K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
135K+ 29.49% |
$10.3M - $12M
|
592K
$46.1M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-244- 1.49% |
$18.6K - $21.7K
|
16.2K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.82K+ 10.05% |
$444K - $518K
|
63.7K
$4.96M
|