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 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
523New |
$38.1K - $45.7K
|
523
$44K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
523+ 0.9% |
$38.1K - $45.7K
|
58.5K
$4.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
500+ 1.36% |
$36.5K - $43.7K
|
37.1K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
500New |
$36.5K - $43.7K
|
500
$42.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
480New |
$35K - $42K
|
480
$40.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
464+ 1.09% |
$33.8K - $40.6K
|
43.2K
$3.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
457+ 1.69% |
$33.3K - $40K
|
27.5K
$2.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
422+ 2.49% |
$30.8K - $36.9K
|
17.4K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
400+ 100.0% |
$29.2K - $35K
|
800
$67.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
385+ 132.76% |
$28.1K - $33.7K
|
675
$56.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
385New |
$28.1K - $33.7K
|
385
$32.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
379+ 12.08% |
$27.6K - $33.1K
|
3.52K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
360+ 5.57% |
$26.3K - $31.5K
|
6.82K
$574K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
357+ 6.38% |
$26K - $31.2K
|
5.96K
$501K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
347New |
$25.3K - $30.3K
|
347
$29.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
343+ 4.98% |
$25K - $30K
|
7.23K
$609K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
291+ 2.48% |
$21.2K - $25.5K
|
12K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
283+ 10.21% |
$20.6K - $24.8K
|
3.06K
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
277+ 1.85% |
$20.2K - $24.2K
|
15.3K
$1.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
274+ 3.63% |
$20K - $24K
|
7.82K
$658K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
259+ 4.09% |
$18.9K - $22.7K
|
6.58K
$554K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
257+ 1.1% |
$18.7K - $22.5K
|
23.7K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
239+ 29.73% |
$17.4K - $20.9K
|
1.04K
$87.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
237+ 23.96% |
$17.3K - $20.7K
|
1.23K
$103K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
235+ 7.65% |
$17.1K - $20.6K
|
3.31K
$278K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
233+ 5.86% |
$17K - $20.4K
|
4.21K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
225New |
$16.4K - $19.7K
|
225
$18.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
218+ 7.82% |
$15.9K - $19.1K
|
3.01K
$253K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
216+ 20.83% |
$15.8K - $18.9K
|
1.25K
$105K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
215+ 6.56% |
$15.7K - $18.8K
|
3.49K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
213+ 14.74% |
$15.5K - $18.6K
|
1.66K
$140K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
213+ 6.6% |
$15.5K - $18.6K
|
3.44K
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
211+ 0.75% |
$15.4K - $18.5K
|
28.4K
$2.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
210New |
$15.3K - $18.4K
|
210
$17.7K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
192New |
$14K - $16.8K
|
192
$16.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
191New |
$13.9K - $16.7K
|
191
$16.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
185New |
$13.5K - $16.2K
|
185
$15.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
185New |
$13.5K - $16.2K
|
185
$15.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
180New |
$13.1K - $15.7K
|
180
$15.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
177+ 0.27% |
$12.9K - $15.5K
|
65K
$5.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
165New |
$12K - $14.4K
|
165
$13.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
163+ 0.2% |
$11.9K - $14.3K
|
81.1K
$6.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
160+ 17.72% |
$11.7K - $14K
|
1.06K
$89.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
159+ 2.52% |
$11.6K - $13.9K
|
6.48K
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
158+ 2.19% |
$11.5K - $13.8K
|
7.36K
$619K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
158+ 0.37% |
$11.5K - $13.8K
|
42.6K
$3.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
158+ 5.57% |
$11.5K - $13.8K
|
2.99K
$252K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
157New |
$11.5K - $13.7K
|
157
$13.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
151+ 444.12% |
$11K - $13.2K
|
185
$15.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
146+ 2.15% |
$10.6K - $12.8K
|
6.95K
$585K
|