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 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-110- 73.33% |
$7.16K - $8.13K
|
40
$3.05K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-100Closed |
$6.51K - $7.39K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-51Closed |
$3.32K - $3.77K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-175KClosed |
$10.4M - $11.9M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-87KClosed |
$5.15M - $5.93M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-22.4KClosed |
$1.33M - $1.53M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-20KClosed |
$1.19M - $1.36M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-7.89KClosed |
$467K - $537K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Pendal Group LTD
|
SELL
|
- |
-6KClosed |
$355K - $409K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4.4KClosed |
$260K - $300K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.05KClosed |
$62K - $71.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-769Closed |
$45.5K - $52.4K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-739Closed |
$43.7K - $50.3K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-601Closed |
$35.6K - $40.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-504Closed |
$29.8K - $34.3K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-225Closed |
$13.3K - $15.3K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-140Closed |
$8.29K - $9.54K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-109Closed |
$6.45K - $7.43K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-79Closed |
$4.68K - $5.38K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-56Closed |
$3.32K - $3.81K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Peregrine Capital Management LLC
|
SELL
|
- |
-40- 20.0% |
$2.37K - $2.72K
|
160
$12.2K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Islet Management, LP
New York, NY |
SELL
|
- |
-150KClosed |
$8.96M - $10M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-91.6KClosed |
$5.47M - $6.13M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-82.9KClosed |
$4.95M - $5.54M
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Members Capital Advisors Inc
|
SELL
|
- |
-27.1KClosed |
$1.62M - $1.81M
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-13.2KClosed |
$787K - $881K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-11.1KClosed |
$660K - $739K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.45KClosed |
$385K - $431K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-4.88KClosed |
$291K - $326K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-4.49KClosed |
$268K - $300K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.69KClosed |
$220K - $246K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.52KClosed |
$210K - $235K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.06KClosed |
$123K - $137K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-506Closed |
$30.2K - $33.8K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-429Closed |
$25.6K - $28.7K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
SELL
|
- |
-184Closed |
$11K - $12.3K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-149Closed |
$8.9K - $9.96K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-117Closed |
$6.99K - $7.82K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-100Closed |
$5.97K - $6.69K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-63Closed |
$3.76K - $4.21K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-26Closed |
$1.55K - $1.74K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-105KClosed |
$5.07M - $6.45M
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-36KClosed |
$1.74M - $2.22M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-35.2KClosed |
$1.7M - $2.17M
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-21.1KClosed |
$1.02M - $1.3M
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-11.7KClosed |
$567K - $723K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-7.38KClosed |
$356K - $454K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-5.63KClosed |
$272K - $347K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-4.05KClosed |
$196K - $249K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.83KClosed |
$88.5K - $113K
|
0
$0
|