Purchases and Sales Made in Q2 2025 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
133New |
$9.25K - $11.5K
|
133
$10.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
130New |
$9.04K - $11.2K
|
130
$10.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
122New |
$8.49K - $10.5K
|
122
$9.77K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
120+ 3.46% |
$8.35K - $10.3K
|
3.59K
$287K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
112+ 1.4% |
$7.79K - $9.65K
|
8.14K
$652K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
112+ 17.1% |
$7.79K - $9.65K
|
767
$61.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
108+ 19.78% |
$7.51K - $9.31K
|
654
$52.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
102New |
$7.1K - $8.79K
|
102
$8.17K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
100+ 0.64% |
$6.96K - $8.62K
|
15.7K
$1.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100+ 81.3% |
$6.96K - $8.62K
|
223
$17.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
100New |
$6.96K - $8.62K
|
100
$8.01K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
89+ 8.62% |
$6.19K - $7.67K
|
1.12K
$89.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
86+ 18.38% |
$5.98K - $7.41K
|
554
$44.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
85+ 2.68% |
$5.91K - $7.33K
|
3.25K
$260K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
79+ 11.65% |
$5.5K - $6.81K
|
757
$60.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
77+ 5.97% |
$5.36K - $6.64K
|
1.37K
$109K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
76+ 55.88% |
$5.29K - $6.55K
|
212
$17K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
75New |
$5.22K - $6.46K
|
75
$6.01K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
73New |
$5.08K - $6.29K
|
73
$5.85K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
72+ 0.25% |
$5.01K - $6.21K
|
28.5K
$2.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
68+ 28.57% |
$4.73K - $5.86K
|
306
$24.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67+ 0.35% |
$4.66K - $5.77K
|
19.1K
$1.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
63+ 0.9% |
$4.38K - $5.43K
|
7.09K
$568K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
58New |
$4.03K - $5K
|
58
$4.64K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
56+ 1.78% |
$3.9K - $4.83K
|
3.2K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
56+ 16.14% |
$3.9K - $4.83K
|
403
$32.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
55+ 1.73% |
$3.83K - $4.74K
|
3.23K
$258K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
51+ 0.63% |
$3.55K - $4.4K
|
8.12K
$650K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
50New |
$3.48K - $4.31K
|
50
$4K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45+ 9.64% |
$3.13K - $3.88K
|
512
$41K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
45New |
$3.13K - $3.88K
|
45
$3.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
39+ 1.36% |
$2.71K - $3.36K
|
2.9K
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
39+ 7.68% |
$2.71K - $3.36K
|
547
$43.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
37+ 0.14% |
$2.57K - $3.19K
|
25.8K
$2.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
37+ 0.97% |
$2.57K - $3.19K
|
3.87K
$310K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
35+ 0.56% |
$2.43K - $3.02K
|
6.3K
$504K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35+ 0.91% |
$2.43K - $3.02K
|
3.86K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 37.78% |
$2.37K - $2.93K
|
124
$9.93K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
31+ 3.69% |
$2.16K - $2.67K
|
871
$69.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
30+ 250.0% |
$2.09K - $2.59K
|
42
$3.36K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
28New |
$1.95K - $2.41K
|
28
$2.24K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
28+ 5.58% |
$1.95K - $2.41K
|
530
$42.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
27+ 12.92% |
$1.88K - $2.33K
|
236
$18.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
26New |
$1.81K - $2.24K
|
26
$2.08K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
23+ 0.5% |
$1.6K - $1.98K
|
4.59K
$368K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
23+ 0.92% |
$1.6K - $1.98K
|
2.52K
$202K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
21+ 4.65% |
$1.46K - $1.81K
|
473
$37.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
20+ 0.13% |
$1.39K - $1.72K
|
15.8K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
19New |
$1.32K - $1.64K
|
19
$1.52K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19+ 0.22% |
$1.32K - $1.64K
|
8.79K
$704K
|