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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1- 50.0% |
$76.7 - $86
|
1
$81
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-13.4K- 50.04% |
$1.03M - $1.15M
|
13.3K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-10.6K- 72.21% |
$819K - $915K
|
4.08K
$330K
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-9.67K- 16.34% |
$747K - $835K
|
49.5K
$4.01M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-6.35K- 99.91% |
$490K - $548K
|
6
$486
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-3.44K- 98.74% |
$265K - $296K
|
44
$3.56K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-2.5K- 11.11% |
$193K - $216K
|
20K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.23K- 24.99% |
$172K - $193K
|
6.7K
$542K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.84K- 10.47% |
$142K - $159K
|
15.7K
$1.27M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-815- 85.34% |
$62.9K - $70.3K
|
140
$11.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-458- 50.0% |
$35.4K - $39.5K
|
458
$37.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-320- 10.91% |
$24.7K - $27.6K
|
2.61K
$212K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-269- 47.7% |
$20.8K - $23.2K
|
295
$23.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-196- 6.82% |
$15.1K - $16.9K
|
2.68K
$217K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-191- 0.33% |
$14.7K - $16.5K
|
57.5K
$4.66M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 15.17% |
$7.72K - $8.63K
|
559
$45.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-100- 3.57% |
$7.72K - $8.63K
|
2.7K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-82- 0.92% |
$6.33K - $7.08K
|
8.85K
$716K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-64- 24.71% |
$4.94K - $5.52K
|
195
$15.8K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-18- 43.9% |
$1.39K - $1.55K
|
23
$1.86K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-2- 0.04% |
$154 - $173
|
5.2K
$421K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1- 16.67% |
$77.2 - $86.3
|
5
$405
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-39.9K- 2.78% |
$2.67M - $3.18M
|
1.4M
$113M
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-12.9K- 96.98% |
$864K - $1.03M
|
402
$32.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-7.84KClosed |
$524K - $624K
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.8K- 80.69% |
$388K - $462K
|
1.39K
$112K
|
|
|
Feb 12, 2024
Q4 2023
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-4.45K- 56.44% |
$298K - $354K
|
3.43K
$278K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.36K- 45.88% |
$158K - $188K
|
2.79K
$226K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.69K- 33.2% |
$113K - $134K
|
3.4K
$275K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-1.42K- 65.65% |
$95.2K - $113K
|
745
$60.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-508- 15.96% |
$34K - $40.4K
|
2.68K
$217K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-243- 6.8% |
$16.3K - $19.3K
|
3.33K
$270K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-187- 2.56% |
$12.5K - $14.9K
|
7.11K
$575K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-150- 9.66% |
$10K - $11.9K
|
1.4K
$113K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-68- 0.64% |
$4.55K - $5.41K
|
10.6K
$859K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-44- 28.95% |
$2.94K - $3.5K
|
108
$8.74K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-34- 97.14% |
$2.27K - $2.71K
|
1
$81
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-33- 0.95% |
$2.21K - $2.63K
|
3.44K
$279K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-29- 96.67% |
$1.94K - $2.31K
|
1
$81
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-11- 0.16% |
$736 - $875
|
6.87K
$556K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 19.05% |
$535 - $637
|
34
$2.75K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-147K- 71.12% |
$10.6M - $12.4M
|
59.8K
$4.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-67.4K- 82.94% |
$4.85M - $5.67M
|
13.9K
$1.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-10.3K- 33.89% |
$741K - $866K
|
20.1K
$1.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5.3K- 36.17% |
$382K - $446K
|
9.36K
$757K
|
|
|
Nov 02, 2023
Q3 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-4.83K- 33.35% |
$348K - $406K
|
9.65K
$781K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.05K- 34.73% |
$148K - $172K
|
3.85K
$312K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.04K- 6.5% |
$147K - $171K
|
29.3K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.85K- 36.88% |
$133K - $156K
|
3.16K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.69K- 28.89% |
$122K - $142K
|
4.15K
$336K
|
|