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
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
110+ 2.08% |
$8.4K - $9.79K
|
5.41K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
108+ 3.71% |
$8.24K - $9.62K
|
3.02K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
106+ 0.36% |
$8.09K - $9.44K
|
29.3K
$2.37M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
104+ 17.99% |
$7.94K - $9.26K
|
682
$55.2K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
103New |
$7.86K - $9.17K
|
103
$8.34K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
101New |
$7.71K - $8.99K
|
101
$8.18K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
100+ 526.32% |
$7.63K - $8.9K
|
119
$9.63K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
98+ 70.0% |
$7.48K - $8.73K
|
238
$19.3K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
91+ 1.88% |
$6.95K - $8.1K
|
4.94K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
90New |
$6.87K - $8.01K
|
90
$7.29K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
75+ 14.62% |
$5.73K - $6.68K
|
588
$47.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
72+ 2.46% |
$5.5K - $6.41K
|
3K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
71+ 0.9% |
$5.42K - $6.32K
|
7.94K
$643K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
65New |
$4.96K - $5.79K
|
65
$5.26K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
63+ 5.07% |
$4.81K - $5.61K
|
1.31K
$106K
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
57+ 0.51% |
$4.35K - $5.08K
|
11.3K
$915K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
54+ 1.17% |
$4.12K - $4.81K
|
4.68K
$379K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
49+ 3.95% |
$3.74K - $4.36K
|
1.29K
$104K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
45+ 3.67% |
$3.44K - $4.01K
|
1.27K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
40+ 800.0% |
$3.05K - $3.56K
|
45
$3.64K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
35New |
$2.67K - $3.12K
|
35
$2.83K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35+ 0.44% |
$2.67K - $3.12K
|
8.03K
$650K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
35+ 13.16% |
$2.67K - $3.12K
|
301
$24.4K
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
34+ 0.89% |
$2.6K - $3.03K
|
3.83K
$310K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
32+ 7.14% |
$2.44K - $2.85K
|
480
$38.9K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
31+ 0.34% |
$2.37K - $2.76K
|
9.24K
$748K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
30New |
$2.29K - $2.67K
|
30
$2.43K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
30+ 0.91% |
$2.29K - $2.67K
|
3.34K
$271K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
28+ 0.89% |
$2.14K - $2.49K
|
3.17K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
27New |
$2.06K - $2.4K
|
27
$2.19K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
25New |
$1.91K - $2.23K
|
25
$2.02K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
24New |
$1.83K - $2.14K
|
24
$1.94K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
24+ 7.43% |
$1.83K - $2.14K
|
347
$28.1K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24+ 12.97% |
$1.83K - $2.14K
|
209
$16.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
22+ 0.89% |
$1.68K - $1.96K
|
2.5K
$202K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
21+ 4.13% |
$1.6K - $1.87K
|
530
$42.9K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
20+ 1.79% |
$1.53K - $1.78K
|
1.14K
$92.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
19+ 1.87% |
$1.45K - $1.69K
|
1.03K
$83.6K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
18+ 6.34% |
$1.37K - $1.6K
|
302
$24.4K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
15+ 0.24% |
$1.15K - $1.34K
|
6.27K
$508K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15New |
$1.15K - $1.34K
|
15
$1.21K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
14+ 0.46% |
$1.07K - $1.25K
|
3.04K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
14+ 0.16% |
$1.07K - $1.25K
|
8.67K
$702K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14New |
$1.07K - $1.25K
|
14
$1.13K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
12+ 0.02% |
$916 - $1.07K
|
78.3K
$6.34M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
12+ 0.26% |
$916 - $1.07K
|
4.67K
$378K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12+ 2.45% |
$916 - $1.07K
|
502
$40.6K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
11New |
$840 - $979
|
11
$890
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.16% |
$840 - $979
|
6.69K
$542K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 9.73% |
$840 - $979
|
124
$10K
|