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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
451+ 81.7% |
$34.4K - $40.2K
|
1K
$81.2K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
443+ 61.7% |
$33.8K - $39.4K
|
1.16K
$94K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
433+ 9.47% |
$33.1K - $38.6K
|
5.01K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
431+ 13.86% |
$32.9K - $38.4K
|
3.54K
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
395+ 4.4% |
$30.2K - $35.2K
|
9.37K
$759K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
393+ 2.93% |
$30K - $35K
|
13.8K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
380New |
$29K - $33.8K
|
380
$30.8K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
376+ 18.78% |
$28.7K - $33.5K
|
2.38K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
359+ 1.33% |
$27.4K - $32K
|
27.4K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
327+ 45.04% |
$25K - $29.1K
|
1.05K
$85.2K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
312+ 106.12% |
$23.8K - $27.8K
|
606
$49.1K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
311+ 1.26% |
$23.7K - $27.7K
|
25K
$2.03M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
297+ 3.82% |
$22.7K - $26.4K
|
8.07K
$653K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
293+ 6.74% |
$22.4K - $26.1K
|
4.64K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
292+ 2.94% |
$22.3K - $26K
|
10.2K
$826K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
290New |
$22.1K - $25.8K
|
290
$23.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
282+ 7.84% |
$21.5K - $25.1K
|
3.88K
$314K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
277+ 2.75% |
$21.1K - $24.7K
|
10.4K
$839K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
274+ 1.91% |
$20.9K - $24.4K
|
14.6K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
258+ 4.31% |
$19.7K - $23K
|
6.24K
$505K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
249New |
$19K - $22.2K
|
249
$20.2K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
240+ 10.91% |
$18.3K - $21.4K
|
2.44K
$198K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
235+ 3.4% |
$17.9K - $20.9K
|
7.15K
$578K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
231New |
$17.6K - $20.6K
|
231
$18.7K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
226New |
$17.3K - $20.1K
|
226
$18.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
222New |
$16.9K - $19.8K
|
222
$18K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
202+ 3.24% |
$15.4K - $18K
|
6.43K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
200+ 6.67% |
$15.3K - $17.8K
|
3.2K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
200+ 1.59% |
$15.3K - $17.8K
|
12.8K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
198+ 0.99% |
$15.1K - $17.6K
|
20.1K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
197+ 3.9% |
$15K - $17.5K
|
5.25K
$425K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
197New |
$15K - $17.5K
|
197
$15.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
190New |
$14.5K - $16.9K
|
190
$15.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
178+ 10.95% |
$13.6K - $15.8K
|
1.8K
$146K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
169New |
$12.9K - $15K
|
169
$13.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
167+ 32.3% |
$12.7K - $14.9K
|
684
$55.4K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
156+ 273.68% |
$11.9K - $13.9K
|
213
$17.2K
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
154+ 12.56% |
$11.8K - $13.7K
|
1.38K
$112K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
153New |
$11.7K - $13.6K
|
153
$12.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
150+ 4.7% |
$11.5K - $13.4K
|
3.34K
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
144+ 3.91% |
$11K - $12.8K
|
3.83K
$310K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
143+ 3.64% |
$10.9K - $12.7K
|
4.07K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
139+ 0.51% |
$10.6K - $12.4K
|
27.5K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
138+ 25.56% |
$10.5K - $12.3K
|
678
$54.9K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
126+ 23.82% |
$9.62K - $11.2K
|
655
$53K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
121New |
$9.24K - $10.8K
|
121
$9.79K
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
121+ 4.03% |
$9.24K - $10.8K
|
3.12K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
119+ 0.51% |
$9.08K - $10.6K
|
23.6K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
117New |
$8.93K - $10.4K
|
117
$9.47K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
110+ 0.61% |
$8.4K - $9.79K
|
18.1K
$1.47M
|