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 04, 2024
Q3 2024
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
2.5KNew |
$182K - $219K
|
2.5K
$193K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
165New |
$12K - $14.4K
|
165
$12.8K
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.98K- 5.03% |
$290K - $348K
|
75K
$5.8M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-465- 22.93% |
$33.9K - $40.7K
|
1.56K
$121K
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-3.25K- 48.68% |
$237K - $284K
|
3.43K
$265K
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
3.08KNew |
$225K - $269K
|
3.08K
$238K
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
9.6KNew |
$700K - $840K
|
9.6K
$742K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
237+ 23.96% |
$17.3K - $20.7K
|
1.23K
$94.8K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.15KNew |
$157K - $188K
|
2.15K
$166K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-167- 3.03% |
$12.2K - $14.6K
|
5.34K
$413K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
582New |
$42.5K - $50.9K
|
582
$45K
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-2.05K- 9.07% |
$150K - $180K
|
20.6K
$1.59M
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
163+ 0.2% |
$11.9K - $14.3K
|
81.1K
$6.27M
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-14- 0.26% |
$1.02K - $1.22K
|
5.28K
$408K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 3.27% |
$511 - $612
|
221
$17.1K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-98- 30.53% |
$7.15K - $8.57K
|
223
$17.2K
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-505- 36.59% |
$36.8K - $44.2K
|
875
$67.6K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-188- 8.6% |
$13.7K - $16.4K
|
2K
$154K
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.03% |
$72.9 - $87.5
|
3.15K
$243K
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-28- 1.06% |
$2.04K - $2.45K
|
2.63K
$203K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-274- 7.76% |
$20K - $24K
|
3.26K
$252K
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-296- 7.44% |
$21.6K - $25.9K
|
3.68K
$285K
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-7- 0.65% |
$511 - $612
|
1.08K
$83.3K
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.82K+ 3.04% |
$497K - $596K
|
231K
$17.9M
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-229- 5.98% |
$16.7K - $20K
|
3.6K
$278K
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
14.6K+ 15.44% |
$1.06M - $1.28M
|
109K
$8.43M
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-942- 4.7% |
$68.7K - $82.4K
|
19.1K
$1.48M
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.76KNew |
$128K - $154K
|
1.76K
$136K
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
422+ 2.49% |
$30.8K - $36.9K
|
17.4K
$1.34M
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-2.3K- 2.46% |
$168K - $201K
|
91.4K
$7.06M
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
233+ 5.86% |
$17K - $20.4K
|
4.21K
$325K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
9.26K+ 30.44% |
$675K - $810K
|
39.7K
$3.07M
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
984+ 3.36% |
$71.8K - $86.1K
|
30.3K
$2.34M
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-18.3K- 29.86% |
$1.33M - $1.6M
|
42.9K
$3.32M
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
213+ 6.6% |
$15.5K - $18.6K
|
3.44K
$266K
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
SELL
|
- |
-16.5K- 14.0% |
$1.2M - $1.44M
|
101K
$7.83M
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-95- 14.71% |
$6.93K - $8.31K
|
551
$42.6K
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.01K- 5.97% |
$146K - $175K
|
31.6K
$2.44M
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.36KNew |
$172K - $206K
|
2.36K
$182K
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.38KNew |
$173K - $208K
|
2.38K
$184K
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
274+ 3.63% |
$20K - $24K
|
7.82K
$604K
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-7.22K- 11.85% |
$527K - $632K
|
53.7K
$4.15M
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12+ 0.19% |
$875 - $1.05K
|
6.45K
$498K
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
42+ 0.46% |
$3.06K - $3.67K
|
9.11K
$704K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.93K+ 15.58% |
$214K - $257K
|
21.8K
$1.68M
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
144+ 2.91% |
$10.5K - $12.6K
|
5.09K
$394K
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
21+ 0.75% |
$1.53K - $1.84K
|
2.82K
$218K
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-32.4K- 7.91% |
$2.37M - $2.84M
|
378K
$29.2M
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-140- 20.35% |
$10.2K - $12.2K
|
548
$42.4K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.34K- 6.38% |
$97.7K - $117K
|
19.7K
$1.52M
|