Purchases and Sales Made in Q1 2025 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q1 2025. The information is specifically focused on institutions that hold shares of PRINCIPAL FINANCIAL GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
57+ 0.51% |
$4.35K - $5.08K
|
11.3K
$915K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
54+ 1.17% |
$4.12K - $4.81K
|
4.68K
$379K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
49+ 3.95% |
$3.74K - $4.36K
|
1.29K
$104K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
48+ 1.57% |
$3.66K - $4.27K
|
3.11K
$252K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
45+ 3.67% |
$3.44K - $4.01K
|
1.27K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
40+ 800.0% |
$3.05K - $3.56K
|
45
$3.64K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35+ 0.44% |
$2.67K - $3.12K
|
8.03K
$650K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
35New |
$2.67K - $3.12K
|
35
$2.83K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
35+ 13.16% |
$2.67K - $3.12K
|
301
$24.4K
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
34+ 0.89% |
$2.6K - $3.03K
|
3.83K
$310K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
32+ 7.14% |
$2.44K - $2.85K
|
480
$38.9K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
31+ 0.34% |
$2.37K - $2.76K
|
9.24K
$748K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
30+ 0.91% |
$2.29K - $2.67K
|
3.34K
$271K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
30New |
$2.29K - $2.67K
|
30
$2.43K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
29+ 0.12% |
$2.21K - $2.58K
|
24.2K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
28+ 0.89% |
$2.14K - $2.49K
|
3.17K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
27+ 0.98% |
$2.06K - $2.4K
|
2.8K
$226K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
27New |
$2.06K - $2.4K
|
27
$2.19K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
25New |
$1.91K - $2.23K
|
25
$2.02K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
24New |
$1.83K - $2.14K
|
24
$1.94K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24+ 12.97% |
$1.83K - $2.14K
|
209
$16.9K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
24+ 7.43% |
$1.83K - $2.14K
|
347
$28.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
22+ 0.89% |
$1.68K - $1.96K
|
2.5K
$203K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
21+ 4.13% |
$1.6K - $1.87K
|
530
$42.9K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
20+ 1.79% |
$1.53K - $1.78K
|
1.14K
$92.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
19+ 1.87% |
$1.45K - $1.69K
|
1.03K
$83.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
18+ 3.14% |
$1.37K - $1.6K
|
591
$47.9K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
18+ 6.34% |
$1.37K - $1.6K
|
302
$24.5K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
15+ 0.24% |
$1.15K - $1.34K
|
6.27K
$508K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15New |
$1.15K - $1.34K
|
15
$1.21K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14New |
$1.07K - $1.25K
|
14
$1.13K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
14+ 0.46% |
$1.07K - $1.25K
|
3.04K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
14+ 0.16% |
$1.07K - $1.25K
|
8.67K
$702K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
13+ 0.1% |
$992 - $1.16K
|
12.5K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
12+ 0.26% |
$916 - $1.07K
|
4.67K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
12+ 0.02% |
$916 - $1.07K
|
78.3K
$6.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12+ 2.45% |
$916 - $1.07K
|
502
$40.6K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
11New |
$840 - $979
|
11
$891
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
11+ 9.73% |
$840 - $979
|
124
$10K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.16% |
$840 - $979
|
6.69K
$542K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
9+ 0.81% |
$687 - $801
|
1.13K
$91.2K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7New |
$534 - $623
|
7
$567
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
7+ 1.68% |
$534 - $623
|
423
$34.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
7+ 0.21% |
$534 - $623
|
3.39K
$275K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 9.21% |
$534 - $623
|
83
$6.72K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
6New |
$458 - $534
|
6
$486
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 2.0% |
$458 - $534
|
306
$24.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 2.61% |
$458 - $534
|
236
$19.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.45% |
$458 - $534
|
1.34K
$109K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 3.82% |
$382 - $445
|
136
$11K
|