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 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-5- 0.17% |
$348 - $431
|
2.91K
$233K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-6- 35.29% |
$417 - $517
|
11
$881
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-6- 0.2% |
$417 - $517
|
3K
$240K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-6- 1.96% |
$417 - $517
|
300
$24K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-6- 40.0% |
$417 - $517
|
9
$721
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-12- 0.19% |
$835 - $1.03K
|
6.23K
$498K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-14- 0.52% |
$974 - $1.21K
|
2.67K
$214K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-15- 42.86% |
$1.04K - $1.29K
|
20
$1.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 8.33% |
$1.04K - $1.29K
|
165
$13.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-16- 9.94% |
$1.11K - $1.38K
|
145
$11.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-19- 0.09% |
$1.32K - $1.64K
|
22K
$1.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-20- 4.69% |
$1.39K - $1.72K
|
406
$32.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-22- 0.8% |
$1.53K - $1.9K
|
2.72K
$218K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-22- 0.82% |
$1.53K - $1.9K
|
2.67K
$214K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-23- 76.67% |
$1.6K - $1.98K
|
7
$560
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-23- 19.66% |
$1.6K - $1.98K
|
94
$7.53K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-23- 0.37% |
$1.6K - $1.98K
|
6.18K
$495K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-24- 11.48% |
$1.67K - $2.07K
|
185
$14.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24- 1.31% |
$1.67K - $2.07K
|
1.81K
$145K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-25- 4.13% |
$1.74K - $2.15K
|
581
$46.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26- 0.51% |
$1.81K - $2.24K
|
5.06K
$405K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-27- 0.6% |
$1.88K - $2.33K
|
4.46K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-27- 0.5% |
$1.88K - $2.33K
|
5.41K
$433K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-28- 80.0% |
$1.95K - $2.41K
|
7
$560
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-28- 12.39% |
$1.95K - $2.41K
|
198
$15.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-30- 2.44% |
$2.09K - $2.59K
|
1.2K
$96.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-30- 0.61% |
$2.09K - $2.59K
|
4.91K
$393K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-32- 26.45% |
$2.23K - $2.76K
|
89
$7.13K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-36- 0.2% |
$2.5K - $3.1K
|
18.2K
$1.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-38- 3.79% |
$2.64K - $3.28K
|
965
$77.3K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-40- 2.14% |
$2.78K - $3.45K
|
1.83K
$147K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-42- 19.81% |
$2.92K - $3.62K
|
170
$13.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-45- 54.22% |
$3.13K - $3.88K
|
38
$3.04K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-46- 7.44% |
$3.2K - $3.96K
|
572
$45.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-46- 0.14% |
$3.2K - $3.96K
|
33.7K
$2.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-47- 0.92% |
$3.27K - $4.05K
|
5.06K
$405K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 2.89% |
$3.48K - $4.31K
|
1.68K
$135K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-54- 0.56% |
$3.76K - $4.65K
|
9.62K
$770K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-55- 0.15% |
$3.83K - $4.74K
|
37.1K
$2.97M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-62- 20.6% |
$4.31K - $5.34K
|
239
$19.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-70- 1.29% |
$4.87K - $6.03K
|
5.34K
$427K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-72- 7.56% |
$5.01K - $6.21K
|
881
$70.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-75- 1.07% |
$5.22K - $6.46K
|
6.95K
$556K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-76- 24.2% |
$5.29K - $6.55K
|
238
$19.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-83- 3.07% |
$5.77K - $7.15K
|
2.62K
$210K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-84- 2.29% |
$5.84K - $7.24K
|
3.59K
$287K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-94- 0.14% |
$6.54K - $8.1K
|
65.8K
$5.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-100- 1.3% |
$6.96K - $8.62K
|
7.57K
$606K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-102- 4.01% |
$7.1K - $8.79K
|
2.44K
$196K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-104- 3.12% |
$7.23K - $8.96K
|
3.23K
$259K
|