Latest Institutional Sells of Principal Financial Group Inc (PFG)
This list provides information on the latest institutional transactions involving Principal Financial Group Inc (PFG) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-342- 2.06% |
$25.8K - $32.5K
|
16.3K
$1.24M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
PUT |
-200- 28.57% |
$15.1K - $19K
|
500
$38.2K
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-167- 83.5% |
$12.6K - $15.9K
|
33
$2.52K
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
SELL
|
- |
-110- 3.79% |
$8.29K - $10.5K
|
2.8K
$213K
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-78- 86.67% |
$5.88K - $7.41K
|
12
$916
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-67- 37.85% |
$5.05K - $6.37K
|
110
$8.4K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-58- 8.83% |
$4.37K - $5.51K
|
599
$45.7K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-36- 2.3% |
$2.71K - $3.42K
|
1.53K
$117K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-147KClosed |
$8.97M - $11.7M
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-68.8K- 44.66% |
$4.21M - $5.49M
|
85.2K
$6.51M
|
|
Nov 14, 2022
Q3 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-52.2K- 24.09% |
$3.19M - $4.16M
|
164K
$12.6M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-13.4K- 52.23% |
$820K - $1.07M
|
12.3K
$936K
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-12.9KClosed |
$788K - $1.03M
|
0
$0
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-4KClosed |
$245K - $319K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-1.58KClosed |
$96.7K - $126K
|
0
$0
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.29K- 26.12% |
$78.8K - $103K
|
3.65K
$278K
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.02K- 25.01% |
$62.5K - $81.6K
|
3.07K
$234K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-642- 2.69% |
$39.2K - $51.2K
|
23.3K
$1.78M
|
|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-497- 46.36% |
$30.4K - $39.7K
|
575
$43.9K
|
|
Oct 20, 2022
Q3 2022
|
Edmp, Inc.
|
SELL
|
- |
-430- 1.1% |
$26.3K - $34.3K
|
38.8K
$2.96M
|
|
Oct 20, 2022
Q3 2022
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-391- 10.78% |
$23.9K - $31.2K
|
3.24K
$247K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-258Closed |
$15.8K - $20.6K
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-227- 51.36% |
$13.9K - $18.1K
|
215
$16.4K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-78- 0.53% |
$4.77K - $6.22K
|
14.6K
$1.12M
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-28- 1.12% |
$1.71K - $2.23K
|
2.48K
$189K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-75K- 6.91% |
$4.71M - $5.72M
|
1.01M
$77.1M
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-55.4K- 99.53% |
$3.48M - $4.22M
|
259
$19.8K
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-52KClosed |
$3.27M - $3.97M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-35.7KClosed |
$2.24M - $2.72M
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
SELL
|
- |
-23.9KClosed |
$1.5M - $1.82M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-15.7KClosed |
$987K - $1.2M
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-13.8KClosed |
$870K - $1.06M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-6.96K- 63.11% |
$437K - $530K
|
4.07K
$311K
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.47KClosed |
$281K - $340K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-4.19KClosed |
$263K - $319K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-4.03K- 42.71% |
$253K - $307K
|
5.41K
$413K
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.01KClosed |
$252K - $305K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-3.49KClosed |
$220K - $266K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.79KClosed |
$175K - $213K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.23KClosed |
$77.5K - $94K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
CALL |
-1.2KClosed |
$75.4K - $91.5K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-1.19K- 52.54% |
$74.8K - $90.7K
|
1.08K
$82.1K
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-911- 22.89% |
$57.2K - $69.4K
|
3.07K
$234K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-603- 75.94% |
$37.9K - $46K
|
191
$14.6K
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-400- 17.02% |
$25.1K - $30.5K
|
1.95K
$149K
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-335- 1.54% |
$21.1K - $25.5K
|
21.4K
$1.64M
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-334- 42.66% |
$21K - $25.5K
|
449
$34.3K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-240Closed |
$15.1K - $18.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-220- 2.57% |
$13.8K - $16.8K
|
8.34K
$636K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-218- 97.76% |
$13.7K - $16.6K
|
5
$382
|