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 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18New |
$1.25K - $1.55K
|
18
$1.44K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18New |
$1.25K - $1.55K
|
18
$1.44K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
18+ 3.05% |
$1.25K - $1.55K
|
609
$48.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
17+ 1.12% |
$1.18K - $1.47K
|
1.54K
$123K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
15+ 0.49% |
$1.04K - $1.29K
|
3.06K
$245K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
15New |
$1.04K - $1.29K
|
15
$1.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
15+ 250.0% |
$1.04K - $1.29K
|
21
$1.68K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 2.92% |
$974 - $1.21K
|
494
$39.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
14+ 0.46% |
$974 - $1.21K
|
3.08K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
12+ 0.24% |
$835 - $1.03K
|
5.02K
$402K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.98% |
$765 - $948
|
1.14K
$91K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
10+ 0.08% |
$696 - $862
|
13.2K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
10+ 0.88% |
$696 - $862
|
1.15K
$92.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9+ 150.0% |
$626 - $776
|
15
$1.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
7+ 0.24% |
$487 - $603
|
2.98K
$239K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.17% |
$487 - $603
|
4.16K
$333K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 1.35% |
$417 - $517
|
450
$36K
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
6+ 0.02% |
$417 - $517
|
38.9K
$3.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
6New |
$417 - $517
|
6
$480
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 120.0% |
$417 - $517
|
11
$881
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$417 - $517
|
6
$480
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 4.03% |
$348 - $431
|
129
$10.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
5+ 0.85% |
$348 - $431
|
593
$47.5K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5+ 250.0% |
$348 - $431
|
7
$560
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 71.43% |
$348 - $431
|
12
$961
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5+ 0.41% |
$348 - $431
|
1.23K
$98.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.58% |
$278 - $345
|
688
$55.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 1.13% |
$278 - $345
|
357
$28.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
4New |
$278 - $345
|
4
$320
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3+ 0.11% |
$209 - $259
|
2.8K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 50.0% |
$209 - $259
|
9
$721
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3+ 0.98% |
$209 - $259
|
309
$24.7K
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$209 - $259
|
25K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.24% |
$209 - $259
|
1.27K
$102K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3+ 0.05% |
$209 - $259
|
5.67K
$454K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2+ 0.06% |
$139 - $172
|
3.26K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2New |
$139 - $172
|
2
$160
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2+ 2.74% |
$139 - $172
|
75
$6.01K
|
|
|
Jul 24, 2025
Q2 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2+ 0.03% |
$139 - $172
|
7.44K
$596K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.75% |
$69.6 - $86.2
|
135
$10.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.14% |
$69.6 - $86.2
|
726
$58.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.38% |
$69.6 - $86.2
|
265
$21.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1+ 0.88% |
$69.6 - $86.2
|
114
$9.13K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.78% |
$69.6 - $86.2
|
35
$2.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 0.01% |
$69.6 - $86.2
|
11.7K
$936K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1- 0.42% |
$69.6 - $86.2
|
235
$18.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2- 0.02% |
$139 - $172
|
10.2K
$818K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2- 33.33% |
$139 - $172
|
4
$320
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3- 0.27% |
$209 - $259
|
1.1K
$88.2K
|