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 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.87K+ 11.17% |
$282K - $338K
|
38.5K
$3.24M
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.6K+ 1.43% |
$262K - $314K
|
255K
$21.4M
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
3.44K+ 7.86% |
$251K - $301K
|
47.2K
$3.97M
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.44K+ 7.84% |
$251K - $301K
|
47.3K
$3.98M
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.4K+ 434.78% |
$248K - $297K
|
4.18K
$352K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.28K+ 12.26% |
$239K - $287K
|
30K
$2.53M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.27KNew |
$239K - $286K
|
3.27K
$275K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.22K+ 15.91% |
$235K - $281K
|
23.4K
$1.97M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.12KNew |
$228K - $273K
|
3.12K
$263K
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.09K+ 49.19% |
$225K - $270K
|
9.36K
$788K
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
3.08KNew |
$225K - $269K
|
3.08K
$259K
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.96K+ 3.42% |
$216K - $259K
|
89.3K
$7.52M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.93K+ 15.58% |
$214K - $257K
|
21.8K
$1.83M
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.89K+ 2.34% |
$211K - $253K
|
126K
$10.6M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.85K+ 2192.31% |
$208K - $249K
|
2.98K
$251K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.79KNew |
$204K - $244K
|
2.79K
$235K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.77K+ 822.85% |
$202K - $243K
|
3.11K
$262K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.74KNew |
$200K - $240K
|
2.74K
$231K
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
2.71K+ 69.72% |
$198K - $237K
|
6.6K
$555K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.58K+ 138.94% |
$188K - $225K
|
4.43K
$373K
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.56K+ 3.96% |
$186K - $223K
|
67.2K
$5.65M
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.53KNew |
$185K - $221K
|
2.53K
$213K
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
2.5K+ 47.89% |
$182K - $219K
|
7.72K
$650K
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
2.5KNew |
$182K - $219K
|
2.5K
$210K
|
|
Nov 04, 2024
Q3 2024
|
Nj State Employees Deferred Compensation Plan
|
BUY
|
- |
2.5KNew |
$182K - $219K
|
2.5K
$210K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.49K+ 2.5% |
$182K - $218K
|
102K
$8.61M
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.48KNew |
$181K - $217K
|
2.48K
$209K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.47KNew |
$180K - $216K
|
2.47K
$207K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.44KNew |
$178K - $213K
|
2.44K
$205K
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.43KNew |
$177K - $213K
|
2.43K
$204K
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
2.42K+ 2.03% |
$177K - $212K
|
122K
$10.3M
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.41KNew |
$176K - $211K
|
2.41K
$203K
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.38KNew |
$174K - $208K
|
2.38K
$201K
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
2.38KNew |
$174K - $208K
|
2.38K
$200K
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
2.38KNew |
$173K - $208K
|
2.38K
$200K
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.36KNew |
$172K - $206K
|
2.36K
$198K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.31K+ 3.81% |
$169K - $202K
|
63K
$5.3M
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.31K+ 5.62% |
$169K - $202K
|
43.4K
$3.65M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.15KNew |
$157K - $188K
|
2.15K
$181K
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.08K+ 5.84% |
$152K - $182K
|
37.7K
$3.17M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.98K+ 34.03% |
$144K - $173K
|
7.79K
$655K
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.76KNew |
$128K - $154K
|
1.76K
$148K
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.76K+ 40.93% |
$128K - $153K
|
6.04K
$509K
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
1.66K+ 2.93% |
$121K - $145K
|
58.5K
$4.92M
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.62K+ 23.41% |
$118K - $142K
|
8.56K
$720K
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
1.6KNew |
$117K - $140K
|
1.6K
$135K
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.58K+ 25.65% |
$115K - $138K
|
7.72K
$650K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 4.81% |
$111K - $133K
|
33.1K
$2.79M
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.5KNew |
$109K - $131K
|
1.5K
$126K
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.49K+ 6.44% |
$109K - $130K
|
24.6K
$2.07M
|