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, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.23K- 17.15% |
$88.3K - $103K
|
5.92K
$479K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.23K- 26.63% |
$88.3K - $103K
|
3.38K
$273K
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-879- 3.28% |
$63.3K - $73.9K
|
25.9K
$2.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-622- 1.47% |
$44.8K - $52.3K
|
41.8K
$3.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-293- 44.06% |
$21.1K - $24.6K
|
372
$30.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-237- 65.83% |
$17.1K - $19.9K
|
123
$9.96K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-202- 66.89% |
$14.5K - $17K
|
100
$8.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-194- 1.58% |
$14K - $16.3K
|
12.1K
$981K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-169- 32.94% |
$12.2K - $14.2K
|
344
$27.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-154- 3.89% |
$11.1K - $13K
|
3.8K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-140- 9.67% |
$10.1K - $11.8K
|
1.31K
$106K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-74- 4.5% |
$5.33K - $6.22K
|
1.57K
$127K
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-40- 0.88% |
$2.88K - $3.36K
|
4.5K
$364K
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-24- 0.57% |
$1.73K - $2.02K
|
4.19K
$339K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 19.61% |
$720 - $841
|
41
$3.32K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-5- 1.0% |
$360 - $421
|
493
$39.9K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-316K- 95.79% |
$20.7M - $24.4M
|
13.9K
$1.12M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-34.6K- 19.45% |
$2.26M - $2.67M
|
143K
$11.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-11.9K- 29.85% |
$782K - $921K
|
28.1K
$2.27M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.62K- 72.88% |
$564K - $665K
|
3.21K
$260K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.3K- 7.69% |
$151K - $177K
|
27.6K
$2.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.33K- 13.91% |
$86.9K - $102K
|
8.22K
$665K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-647- 74.63% |
$42.4K - $49.9K
|
220
$17.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-608- 60.56% |
$39.8K - $46.9K
|
396
$32.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-497- 20.15% |
$32.5K - $38.3K
|
1.97K
$159K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-286- 9.44% |
$18.7K - $22.1K
|
2.74K
$222K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-151- 3.07% |
$9.88K - $11.6K
|
4.77K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-98- 38.28% |
$6.42K - $7.56K
|
158
$12.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-6- 1.62% |
$393 - $463
|
365
$29.5K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-240K- 98.65% |
$16.7M - $22.4M
|
3.27K
$265K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-46.7K- 91.54% |
$3.26M - $4.36M
|
4.31K
$349K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-37.1K- 88.48% |
$2.59M - $3.46M
|
4.83K
$391K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-23.5K- 98.65% |
$1.64M - $2.19M
|
320
$25.9K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.95KClosed |
$206K - $276K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.3K- 94.81% |
$160K - $215K
|
126
$10.2K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-1.19K- 92.05% |
$83.1K - $111K
|
103
$8.34K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-513Closed |
$35.8K - $47.9K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-425- 10.83% |
$29.6K - $39.7K
|
3.5K
$283K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-323- 8.53% |
$22.5K - $30.2K
|
3.46K
$280K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-202- 17.53% |
$14.1K - $18.9K
|
950
$76.9K
|
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
SELL
|
- |
-124- 55.36% |
$8.64K - $11.6K
|
100
$8.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-78- 95.12% |
$5.44K - $7.28K
|
4
$324
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-26- 6.9% |
$1.81K - $2.43K
|
351
$28.4K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 14.63% |
$418 - $560
|
35
$2.83K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.19% |
$139 - $187
|
1.05K
$85.3K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-419K- 99.13% |
$31.6M - $39.8M
|
3.67K
$297K
|
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-10.1KClosed |
$760K - $957K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-4.66K- 28.92% |
$352K - $443K
|
11.5K
$928K
|
|
|
Feb 09, 2023
Q4 2022
|
Miramar Capital, LLC
|
SELL
|
- |
-2.5K- 35.84% |
$188K - $238K
|
4.48K
$362K
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-2.5K- 49.02% |
$188K - $238K
|
2.6K
$210K
|
|