Latest Institutional Transactions on Principal Financial Group Inc (PFG)
This table provides information on the latest institutional transactions involving Principal Financial Group Inc (PFG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-48- 1.8% |
$3.63K - $3.98K
|
2.62K
$222K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5.02K- 52.36% |
$379K - $416K
|
4.57K
$386K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.15KNew |
$691K - $759K
|
9.15K
$773K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
936+ 8.82% |
$70.7K - $77.6K
|
11.5K
$975K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
13+ 2.13% |
$982 - $1.08K
|
622
$52.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
73.8K+ 13.39% |
$5.57M - $6.12M
|
624K
$52.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.23K+ 6.22% |
$92.7K - $102K
|
21K
$1.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
30.1K+ 160.34% |
$2.27M - $2.5M
|
48.9K
$4.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.34K+ 11.29% |
$101K - $111K
|
13.2K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.54KNew |
$116K - $128K
|
1.54K
$130K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 1.0% |
$227 - $249
|
303
$25.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
47+ 15.21% |
$3.55K - $3.9K
|
356
$30.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
181+ 2.43% |
$13.7K - $15K
|
7.62K
$644K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.32% |
$302 - $332
|
1.24K
$104K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
83+ 2.49% |
$6.27K - $6.88K
|
3.42K
$289K
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-2.12K- 30.73% |
$160K - $176K
|
4.78K
$404K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
74+ 6.47% |
$5.59K - $6.14K
|
1.22K
$103K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-214- 5.15% |
$16.2K - $17.8K
|
3.94K
$333K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
629+ 4.64% |
$47.5K - $52.2K
|
14.2K
$1.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-35.8K- 8.03% |
$2.7M - $2.97M
|
410K
$34.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-93- 0.37% |
$7.02K - $7.71K
|
24.9K
$2.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
2.65KNew |
$200K - $219K
|
2.65K
$224K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 33.33% |
$453 - $498
|
24
$2.03K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
36+ 6.58% |
$2.72K - $2.99K
|
583
$49.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
20+ 3.37% |
$1.51K - $1.66K
|
613
$51.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
602+ 8.68% |
$45.5K - $49.9K
|
7.54K
$636K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-84- 0.05% |
$6.34K - $6.97K
|
160K
$13.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
5.27KNew |
$398K - $437K
|
5.27K
$445K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.83K+ 34.1% |
$138K - $152K
|
7.19K
$608K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-180- 58.82% |
$13.6K - $14.9K
|
126
$10.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.04KNew |
$230K - $252K
|
3.04K
$257K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
48+ 25.0% |
$3.63K - $3.98K
|
240
$20.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
112+ 21.13% |
$8.46K - $9.29K
|
642
$54.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-998- 9.29% |
$75.4K - $82.8K
|
9.75K
$823K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
195+ 7.43% |
$14.7K - $16.2K
|
2.82K
$238K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
682+ 14.41% |
$51.5K - $56.6K
|
5.41K
$457K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.09K- 86.33% |
$82K - $90.1K
|
172
$14.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
5.8K+ 42.05% |
$438K - $481K
|
19.6K
$1.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.09K- 33.22% |
$309K - $339K
|
8.22K
$694K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
466+ 11.09% |
$35.2K - $38.7K
|
4.67K
$394K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.98K+ 17.12% |
$452K - $496K
|
40.9K
$3.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-62- 0.7% |
$4.68K - $5.14K
|
8.76K
$740K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
7.87K+ 10.3% |
$594K - $653K
|
84.3K
$7.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
5New |
$378 - $415
|
5
$422
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.38K- 5.93% |
$104K - $114K
|
21.8K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
5.32K+ 29.89% |
$402K - $442K
|
23.1K
$1.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
332+ 0.35% |
$25.1K - $27.5K
|
95.7K
$8.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.47K- 3.75% |
$187K - $205K
|
63.3K
$5.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
54+ 1.66% |
$4.08K - $4.48K
|
3.31K
$279K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
576+ 11.11% |
$43.5K - $47.8K
|
5.76K
$486K
|
|