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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.24K+ 39.84% |
$94.9K - $111K
|
4.36K
$353K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.2K+ 1.51% |
$91.6K - $107K
|
80.5K
$6.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
1.18KNew |
$89.7K - $105K
|
1.18K
$95.1K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.13K+ 3.92% |
$86.6K - $101K
|
30K
$2.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.11K+ 6.31% |
$84.7K - $98.8K
|
18.7K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 18.82% |
$81.5K - $95K
|
6.74K
$545K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.07K+ 16.07% |
$81.4K - $94.9K
|
7.7K
$623K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.06K+ 23.63% |
$80.8K - $94.3K
|
5.54K
$448K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
1.04K+ 0.58% |
$79.6K - $92.9K
|
180K
$14.6M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.01K+ 14.92% |
$77.2K - $90K
|
7.79K
$630K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
1K+ 21.74% |
$76.3K - $89K
|
5.6K
$453K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
948+ 18.99% |
$72.4K - $84.4K
|
5.94K
$481K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
931+ 28.25% |
$71.1K - $82.9K
|
4.23K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
928+ 10.68% |
$70.8K - $82.6K
|
9.62K
$778K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
924+ 12.88% |
$70.5K - $82.3K
|
8.1K
$656K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
919+ 21.99% |
$70.2K - $81.8K
|
5.1K
$413K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
907+ 27.11% |
$69.2K - $80.8K
|
4.25K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
873+ 4.82% |
$66.6K - $77.7K
|
19K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
854+ 2.91% |
$65.2K - $76K
|
30.2K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
850+ 5.81% |
$64.9K - $75.7K
|
15.5K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
844+ 13.1% |
$64.4K - $75.1K
|
7.29K
$590K
|
|
|
May 14, 2025
Q1 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
807+ 1.47% |
$61.6K - $71.9K
|
55.8K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
798+ 23.21% |
$60.9K - $71.1K
|
4.24K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
775+ 9.7% |
$59.2K - $69K
|
8.77K
$710K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
769New |
$58.7K - $68.5K
|
769
$62.3K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
723+ 15.35% |
$55.2K - $64.4K
|
5.43K
$440K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
686+ 16.98% |
$52.4K - $61.1K
|
4.73K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
680+ 0.63% |
$51.9K - $60.5K
|
108K
$8.74M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
678New |
$51.8K - $60.4K
|
678
$54.9K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
665+ 2.77% |
$50.8K - $59.2K
|
24.7K
$2M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
657+ 1.6% |
$50.2K - $58.5K
|
41.8K
$3.39M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
650New |
$49.6K - $57.9K
|
650
$52.6K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
618+ 19.89% |
$47.2K - $55K
|
3.73K
$302K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
609New |
$46.5K - $54.2K
|
609
$49.3K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
598+ 5.48% |
$45.7K - $53.2K
|
11.5K
$931K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
577+ 11.21% |
$44K - $51.4K
|
5.72K
$463K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
566+ 14.4% |
$43.2K - $50.4K
|
4.5K
$364K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
548New |
$41.8K - $48.8K
|
548
$44.4K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
538+ 8.04% |
$41.1K - $47.9K
|
7.23K
$585K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
534+ 1.51% |
$40.8K - $47.5K
|
35.9K
$2.91M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
532+ 1.83% |
$40.6K - $47.4K
|
29.5K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
528New |
$40.3K - $47K
|
528
$42.7K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
528New |
$40.3K - $47K
|
528
$42.7K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
525+ 0.89% |
$40.1K - $46.7K
|
59.5K
$4.81M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
497+ 11.89% |
$37.9K - $44.3K
|
4.68K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
494+ 16.83% |
$37.7K - $44K
|
3.43K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
491+ 8.0% |
$37.5K - $43.7K
|
6.63K
$536K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
479+ 7.32% |
$36.6K - $42.7K
|
7.02K
$569K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
475+ 15.74% |
$36.3K - $42.3K
|
3.49K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
461+ 2.92% |
$35.2K - $41K
|
16.2K
$1.31M
|