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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2020
Q2 2020
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
50.9K+ 110.77% |
$1.34M - $2.48M
|
96.9K
$8.3M
|
|
|
Aug 14, 2020
Q2 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
190New |
$5.02K - $9.26K
|
190
$16.3K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
150New |
$3.96K - $7.31K
|
150
$12.9K
|
|
|
Nov 22, 2024
Q2 2020
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2020 | |||||||
|
Apr 16, 2020
Q1 2020
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$268K - $633K
|
11.1K
$951K
|
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
400New |
$9.66K - $22.8K
|
400
$34.3K
|
|
| Q4 2019 | |||||||
|
Jan 29, 2020
Q4 2019
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
364New |
$19.1K - $20.9K
|
364
$31.2K
|
|
|
Mar 19, 2020
Q4 2019
|
High Mark Wealth Management LLC
|
BUY
|
- |
310New |
$16.2K - $17.8K
|
310
$26.6K
|
|
|
Sep 21, 2023
Q4 2019
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
296New |
$15.5K - $17K
|
296
$25.4K
|
|
|
Jan 30, 2020
Q4 2019
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
87New |
$4.55K - $4.99K
|
87
$7.46K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
4.99KNew |
$260K - $303K
|
4.99K
$428K
|
|
|
Oct 28, 2019
Q3 2019
|
Wolff Financial Management LLC
|
BUY
|
- |
2.76K+ 54.51% |
$144K - $167K
|
7.82K
$670K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
4.8KNew |
$248K - $278K
|
4.8K
$412K
|
|
|
Aug 02, 2019
Q2 2019
|
Pflug Koory, LLC
|
BUY
|
- |
245+ 612.5% |
$12.6K - $14.2K
|
285
$24.4K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
18.8KNew |
$814K - $997K
|
18.8K
$1.61M
|
|
|
May 09, 2023
Q1 2019
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
410New |
$17.8K - $21.8K
|
410
$35.1K
|
|
|
May 15, 2019
Q1 2019
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
4+ 0.77% |
$174 - $212
|
526
$45.1K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
9.29KNew |
$382K - $563K
|
9.29K
$796K
|
|
|
Feb 13, 2019
Q4 2018
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
4K+ 71.43% |
$164K - $243K
|
9.6K
$823K
|
|
|
Feb 13, 2019
Q4 2018
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
328New |
$13.5K - $19.9K
|
328
$28.1K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
24.8KNew |
$1.31M - $1.48M
|
24.8K
$2.13M
|
|
|
Oct 04, 2024
Q3 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
7.73KNew |
$409K - $460K
|
7.73K
$663K
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.18KNew |
$62.3K - $70.2K
|
1.18K
$101K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
40.3K+ 5530.73% |
$2.33M - $3.03M
|
41K
$3.52M
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
116New |
$7.53K - $8.32K
|
116
$9.94K
|
|
|
Mar 19, 2018
Q4 2017
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
71New |
$4.61K - $5.09K
|
71
$6.09K
|
|
| Q3 2017 | |||||||
|
Oct 24, 2017
Q3 2017
|
Nippon Life Insurance CO
|
BUY
|
- |
18.1MNew |
$1.09B - $1.22B
|
18.1M
$1.55B
|
|
|
Nov 09, 2023
Q3 2017
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.57KNew |
$94.3K - $106K
|
1.57K
$135K
|
|
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
702New |
$42.1K - $47.1K
|
702
$60.2K
|
|
|
Oct 27, 2017
Q3 2017
|
Hoertkorn Richard Charles
|
BUY
|
- |
272New |
$16.3K - $18.2K
|
272
$23.3K
|
|
|
Nov 14, 2017
Q3 2017
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
151New |
$9.05K - $10.1K
|
151
$12.9K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
211New |
N/A
|
211
$18.1K
|
|
| Q1 2016 | |||||||
|
Jan 03, 2024
Q1 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.83K+ 744.36% |
N/A
|
4.34K
$372K
|
|