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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-149- 3.14% |
$11.4K - $13.3K
|
4.59K
$372K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-148- 3.89% |
$11.3K - $13.2K
|
3.66K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-145- 2.76% |
$11.1K - $12.9K
|
5.11K
$413K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-141- 4.84% |
$10.8K - $12.6K
|
2.78K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-138- 0.37% |
$10.5K - $12.3K
|
37.6K
$3.04M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-134- 1.03% |
$10.2K - $11.9K
|
12.9K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-130- 33.94% |
$9.92K - $11.6K
|
253
$20.5K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-115- 35.49% |
$8.78K - $10.2K
|
209
$16.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-112- 0.31% |
$8.55K - $9.97K
|
36K
$2.91M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-111- 10.43% |
$8.47K - $9.88K
|
953
$77.1K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-106- 21.2% |
$8.09K - $9.44K
|
394
$31.9K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 19.46% |
$7.63K - $8.9K
|
414
$33.5K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-100- 5.57% |
$7.63K - $8.9K
|
1.7K
$137K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-100- 6.53% |
$7.63K - $8.9K
|
1.43K
$116K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-99- 0.79% |
$7.56K - $8.81K
|
12.4K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-98- 0.47% |
$7.48K - $8.73K
|
20.6K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-97- 1.04% |
$7.4K - $8.64K
|
9.25K
$749K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-96Closed |
$7.33K - $8.55K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-93- 3.46% |
$7.1K - $8.28K
|
2.59K
$210K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-80- 2.13% |
$6.11K - $7.12K
|
3.67K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-78- 0.8% |
$5.95K - $6.95K
|
9.68K
$783K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-77- 2.61% |
$5.88K - $6.86K
|
2.87K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-76- 93.83% |
$5.8K - $6.77K
|
5
$405
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-72- 1.99% |
$5.5K - $6.41K
|
3.55K
$287K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-71- 0.27% |
$5.42K - $6.32K
|
25.8K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-66- 1.45% |
$5.04K - $5.88K
|
4.48K
$363K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-64- 0.06% |
$4.89K - $5.7K
|
110K
$8.93M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-64- 17.53% |
$4.89K - $5.7K
|
301
$24.4K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-62- 5.42% |
$4.73K - $5.52K
|
1.08K
$87.5K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-60- 10.99% |
$4.58K - $5.34K
|
486
$39.3K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-53- 0.36% |
$4.05K - $4.72K
|
14.6K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-50- 1.73% |
$3.82K - $4.45K
|
2.85K
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-50- 0.92% |
$3.82K - $4.45K
|
5.4K
$437K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-49- 12.66% |
$3.74K - $4.36K
|
338
$27.4K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-45- 1.28% |
$3.44K - $4.01K
|
3.47K
$281K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-43- 59.72% |
$3.28K - $3.83K
|
29
$2.35K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-38- 6.64% |
$2.9K - $3.38K
|
534
$43.2K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-32- 0.15% |
$2.44K - $2.85K
|
22K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-32- 0.37% |
$2.44K - $2.85K
|
8.67K
$702K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-27- 0.99% |
$2.06K - $2.4K
|
2.71K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-25- 0.09% |
$1.91K - $2.23K
|
28K
$2.26M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-25- 24.27% |
$1.91K - $2.23K
|
78
$6.31K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-24- 0.52% |
$1.83K - $2.14K
|
4.57K
$370K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-22- 0.82% |
$1.68K - $1.96K
|
2.67K
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-22- 1.75% |
$1.68K - $1.96K
|
1.23K
$99.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19- 0.68% |
$1.45K - $1.69K
|
2.76K
$223K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-19- 0.62% |
$1.45K - $1.69K
|
3.07K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-15- 0.55% |
$1.15K - $1.34K
|
2.71K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-15- 25.0% |
$1.15K - $1.34K
|
45
$3.64K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-13- 0.39% |
$992 - $1.16K
|
3.33K
$270K
|