Latest Institutional Purchases of Principal Financial Group Inc (PFG)
This list provides information on the latest institutional transactions involving Principal Financial Group Inc (PFG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
2.84KNew |
$205K - $239K
|
2.84K
$237K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1.15K+ 3.44% |
$82.6K - $96.5K
|
34.5K
$2.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.09KNew |
$78.5K - $91.7K
|
1.09K
$90.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
759+ 5.01% |
$54.6K - $63.8K
|
15.9K
$1.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
569New |
$41K - $47.9K
|
569
$47.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
528+ 5.35% |
$38K - $44.4K
|
10.4K
$865K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
290+ 8.73% |
$20.9K - $24.4K
|
3.61K
$301K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
239+ 8.13% |
$17.2K - $20.1K
|
3.18K
$265K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
205+ 5.46% |
$14.8K - $17.2K
|
3.96K
$329K
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
196+ 6.57% |
$14.1K - $16.5K
|
3.18K
$265K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
190New |
$13.7K - $16K
|
190
$15.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
187New |
$13.5K - $15.7K
|
187
$15.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
140+ 1.07% |
$10.1K - $11.8K
|
13.2K
$1.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
135+ 1.86% |
$9.72K - $11.4K
|
7.38K
$615K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
112New |
$8.06K - $9.42K
|
112
$9.33K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
100New |
$7.2K - $8.41K
|
100
$8.33K
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
100+ 33.33% |
$7.2K - $8.41K
|
400
$33.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
93+ 31.42% |
$6.7K - $7.82K
|
389
$32.4K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
76+ 31.93% |
$5.47K - $6.39K
|
314
$26.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
66+ 2.2% |
$4.75K - $5.55K
|
3.06K
$255K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
50New |
$3.6K - $4.21K
|
50
$4.16K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
32New |
$2.3K - $2.69K
|
32
$2.66K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
29+ 24.58% |
$2.09K - $2.44K
|
147
$12.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$576 - $673
|
8
$666
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
17.9KNew |
$1.17M - $1.38M
|
17.9K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
14.9KNew |
$978K - $1.15M
|
14.9K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
11.4KNew |
$748K - $881K
|
11.4K
$951K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
10.9KNew |
$712K - $838K
|
10.9K
$905K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.55K+ 5.68% |
$560K - $659K
|
159K
$13.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.05K+ 3.89% |
$396K - $467K
|
161K
$13.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
5.56K+ 141.49% |
$364K - $429K
|
9.49K
$790K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.35KNew |
$350K - $412K
|
5.35K
$445K
|
|
|
Feb 05, 2025
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.51KNew |
$229K - $270K
|
3.51K
$292K
|
|
|
Jul 06, 2023
Q2 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3KNew |
$196K - $231K
|
3K
$250K
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.88KNew |
$188K - $222K
|
2.88K
$240K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.87KNew |
$188K - $222K
|
2.87K
$239K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.75KNew |
$180K - $212K
|
2.75K
$229K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.46KNew |
$161K - $190K
|
2.46K
$205K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2K+ 92.81% |
$131K - $154K
|
4.16K
$346K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2K+ 92.81% |
$131K - $154K
|
4.16K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.39KNew |
$91.1K - $107K
|
1.39K
$116K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
521+ 15.99% |
$34.1K - $40.2K
|
3.78K
$315K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
457New |
$29.9K - $35.2K
|
457
$38K
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
448+ 38.69% |
$29.3K - $34.5K
|
1.61K
$134K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
416New |
$27.2K - $32.1K
|
416
$34.6K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
148+ 3.15% |
$9.69K - $11.4K
|
4.85K
$404K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
129+ 8.17% |
$8.44K - $9.95K
|
1.71K
$142K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
127New |
$8.31K - $9.79K
|
127
$10.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
89+ 2.81% |
$5.83K - $6.86K
|
3.26K
$271K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
70+ 70.0% |
$4.58K - $5.4K
|
170
$14.2K
|
|