Latest Institutional Sells of Principal Financial Group Inc (PFG)

PFG Quotes by TradingView

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
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-45
Closed
$2.83K - $3.43K
0 $0
Aug 12, 2022 Q2 2022
Sittner & Nelson, LLC

Eugene, OR
SELL
 -
-34
Closed
$2.14K - $2.59K
0 $0
Jul 08, 2022 Q2 2022
Covington Capital Management

SELL
 -
-7
- 0.56%
$440 - $533
1.24K $94.4K
Q1 2022
May 11, 2022 Q1 2022
Twin Tree Management, LP

Dallas, TX
SELL
 PUT
-224K
Closed
$14.4M - $17.7M
0 $0
May 12, 2022 Q1 2022
Capitolis Advisors LLC

New York, NY
SELL
 -
-27.9K
Closed
$1.8M - $2.2M
0 $0
May 13, 2022 Q1 2022
Mork Capital Management, LLC

Healdsburg, CA
SELL
 -
-20.5K
Closed
$1.32M - $1.62M
0 $0
Apr 08, 2022 Q1 2022
Trilogy Capital Inc.

SELL
 -
-16.2K
Closed
$1.04M - $1.28M
0 $0
May 02, 2022 Q1 2022
Roosevelt Investment Group LLC

SELL
 -
-6.59K
Closed
$424K - $521K
0 $0
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-3.54K
Closed
$228K - $279K
0 $0
Apr 14, 2022 Q1 2022
Gateway Investment Advisers LLC

SELL
 -
-2.89K
Closed
$186K - $228K
0 $0
May 20, 2022 Q1 2022
Cornerstone Advisory, LLC

SELL
 -
-1.1K
Closed
$70.8K - $86.8K
0 $0
Apr 14, 2022 Q1 2022
Fsb Premier Wealth Management, Inc.

SELL
 -
-883
Closed
$56.8K - $69.7K
0 $0
May 11, 2022 Q1 2022
Mystic Asset Management, Inc.

Warwick, RI
SELL
 -
-485
Closed
$31.2K - $38.3K
0 $0
Apr 13, 2022 Q1 2022
Ford Financial Group, LLC

SELL
 -
-365
Closed
$23.5K - $28.8K
0 $0
May 17, 2022 Q1 2022
Lake Point Wealth Management

SELL
 -
-335
Closed
$21.6K - $26.4K
0 $0
Apr 20, 2022 Q1 2022
Leverty Financial Group, LLC

SELL
 -
-247
Closed
$15.9K - $19.5K
0 $0
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-165
Closed
$10.6K - $13K
0 $0
Apr 28, 2022 Q1 2022
Richwood Investment Advisors, LLC

SELL
 -
-162
Closed
$10.4K - $12.8K
0 $0
May 12, 2022 Q1 2022
Delta Asset Management LLC

Memphis, TN
SELL
 -
-151
Closed
$9.72K - $11.9K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-145
Closed
$9.33K - $11.4K
0 $0
Apr 28, 2022 Q1 2022
Ahl Investment Management, Inc.

SELL
 -
-125
Closed
$8.05K - $9.87K
0 $0
May 09, 2022 Q1 2022
Amplius Wealth Advisors, LLC

SELL
 -
-116
Closed
$7.47K - $9.16K
0 $0
May 11, 2022 Q1 2022
Eagle Bay Advisors LLC

New York, NY
SELL
 CALL
-113
Closed
$7.27K - $8.92K
0 $0
May 10, 2022 Q1 2022
Aspire Private Capital, LLC

SELL
 -
-113
Closed
$7.27K - $8.92K
0 $0
Apr 14, 2022 Q1 2022
Arlington Partners LLC

SELL
 -
-91
Closed
$5.86K - $7.18K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-50
Closed
$3.22K - $3.95K
0 $0
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-44
Closed
$2.83K - $3.47K
0 $0
Apr 22, 2022 Q1 2022
Hanson & Doremus Investment Management

SELL
 -
-35
Closed
$2.25K - $2.76K
0 $0
May 16, 2022 Q1 2022
Concorde Financial Corp

Dallas, TX
SELL
 -
-33
Closed
$2.12K - $2.61K
0 $0
Apr 20, 2022 Q1 2022
Morton Brown Family Wealth, LLC

SELL
 -
-10
Closed
$644 - $790
0 $0
May 13, 2022 Q1 2022
Karlinski Andrew C

Irvine, CA
SELL
 -
-6
- 40.0%
$386 - $474
9 $687
Q4 2021
Feb 14, 2022 Q4 2021
Putnam Investments LLC

Boston, MA
SELL
 -
-172K
Closed
$11.2M - $12.7M
0 $0
Feb 14, 2022 Q4 2021
Amp Capital Investors LTD

Sydney Nsw, C3
SELL
 -
-93.2K
Closed
$6.07M - $6.89M
0 $0
Feb 11, 2022 Q4 2021
Gyon Technologies Capital Management, LP

Denville, NJ
SELL
 -
-42.5K
Closed
$2.77M - $3.14M
0 $0
Feb 14, 2022 Q4 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-16.9K
Closed
$1.1M - $1.25M
0 $0
Feb 16, 2022 Q4 2021
United Services Automobile Association

San Antonio, TX
SELL
 -
-10.2K
Closed
$664K - $754K
0 $0
Feb 11, 2022 Q4 2021
Shelton Capital Management

Denver, CO
SELL
 -
-7.78K
Closed
$506K - $575K
0 $0
Feb 14, 2022 Q4 2021
Polar Asset Management Partners Inc.

Toronto, A6
SELL
 -
-7.76K
Closed
$506K - $574K
0 $0
Jan 12, 2022 Q4 2021
Kmg Fiduciary Partners, LLC

SELL
 -
-6.18K
Closed
$402K - $457K
0 $0
Jan 31, 2022 Q4 2021
Focused Wealth Management, Inc

SELL
 -
-2.15K
Closed
$140K - $159K
0 $0
Feb 09, 2022 Q4 2021
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
SELL
 -
-1.09K
Closed
$71K - $80.6K
0 $0
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-903
Closed
$58.8K - $66.8K
0 $0
Feb 11, 2022 Q4 2021
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-835
Closed
$54.4K - $61.7K
0 $0
Jan 28, 2022 Q4 2021
Evolution Wealth Advisors, LLC

SELL
 -
-711
Closed
$46.3K - $52.6K
0 $0
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-536
Closed
$34.9K - $39.6K
0 $0
Jan 18, 2022 Q4 2021
Cutler Group LP

SELL
 PUT
-500
Closed
$32.6K - $37K
0 $0
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-425
Closed
$27.7K - $31.4K
0 $0
Apr 21, 2022 Q4 2021
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-234
Closed
$15.2K - $17.3K
0 $0
Jan 18, 2022 Q4 2021
Cutler Group LP

SELL
 -
-123
Closed
$8.01K - $9.09K
0 $0

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