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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-2.75K- 43.14% |
$200K - $240K
|
3.62K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-2.59K- 32.23% |
$189K - $227K
|
5.45K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-1.1K- 22.92% |
$80.2K - $96.2K
|
3.7K
$300K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-950- 62.5% |
$69.3K - $83.1K
|
570
$46.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-833- 18.91% |
$60.8K - $72.9K
|
3.57K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-643- 18.36% |
$46.9K - $56.2K
|
2.86K
$232K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-505- 36.59% |
$36.8K - $44.2K
|
875
$70.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-400- 27.32% |
$29.2K - $35K
|
1.06K
$86.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-331- 8.35% |
$24.1K - $28.9K
|
3.64K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-327- 9.63% |
$23.9K - $28.6K
|
3.07K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-275- 9.7% |
$20.1K - $24.1K
|
2.56K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-110- 3.95% |
$8.02K - $9.62K
|
2.68K
$217K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-85- 2.55% |
$6.2K - $7.43K
|
3.25K
$263K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-68- 3.61% |
$4.96K - $5.95K
|
1.82K
$147K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-60- 54.55% |
$4.38K - $5.25K
|
50
$4.05K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-43- 0.99% |
$3.14K - $3.76K
|
4.29K
$347K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-31- 7.83% |
$2.26K - $2.71K
|
365
$29.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-28- 1.06% |
$2.04K - $2.45K
|
2.63K
$213K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-18- 16.51% |
$1.31K - $1.57K
|
91
$7.37K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-17- 14.53% |
$1.24K - $1.49K
|
100
$8.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-15- 9.55% |
$1.09K - $1.31K
|
142
$11.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-15- 65.22% |
$1.09K - $1.31K
|
8
$648
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-10- 1.18% |
$729 - $875
|
840
$68K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 14.71% |
$365 - $437
|
29
$2.35K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-4- 50.0% |
$292 - $350
|
4
$324
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-3- 0.08% |
$219 - $262
|
3.82K
$309K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.19% |
$219 - $262
|
1.58K
$128K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-420K- 88.92% |
$32.2M - $36.1M
|
52.4K
$4.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-28.8K- 78.26% |
$2.21M - $2.48M
|
8K
$648K
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-15.4K- 49.19% |
$1.18M - $1.32M
|
15.9K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-6.26K- 18.15% |
$480K - $539K
|
28.2K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-5.08K- 62.3% |
$390K - $437K
|
3.08K
$249K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-4.38K- 7.18% |
$336K - $376K
|
56.6K
$4.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.99K- 99.5% |
$153K - $171K
|
10
$810
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.87K- 78.72% |
$144K - $161K
|
506
$41K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.05K- 6.08% |
$80.4K - $90.2K
|
16.2K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-900- 7.83% |
$69K - $77.4K
|
10.6K
$858K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-629- 87.48% |
$48.2K - $54.1K
|
90
$7.29K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-390- 78.16% |
$29.9K - $33.5K
|
109
$8.82K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-380- 56.21% |
$29.1K - $32.7K
|
296
$24K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-172- 2.3% |
$13.2K - $14.8K
|
7.32K
$592K
|
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-150- 13.04% |
$11.5K - $12.9K
|
1K
$81K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-118- 2.12% |
$9.05K - $10.1K
|
5.44K
$440K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-116- 1.57% |
$8.89K - $9.98K
|
7.26K
$588K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-86Closed |
$6.59K - $7.4K
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-77- 13.9% |
$5.9K - $6.62K
|
477
$38.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-59- 1.57% |
$4.52K - $5.07K
|
3.7K
$299K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-18- 0.48% |
$1.38K - $1.55K
|
3.77K
$305K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-16- 0.14% |
$1.23K - $1.38K
|
11.1K
$900K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6- 42.86% |
$460 - $516
|
8
$648
|
|