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 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
934+ 13.82% |
$68.1K - $81.7K
|
7.69K
$587K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
151+ 444.12% |
$11K - $13.2K
|
185
$14.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
16+ 1.6% |
$1.17K - $1.4K
|
1.02K
$77.8K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
670+ 5.29% |
$48.9K - $58.6K
|
13.3K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
157New |
$11.5K - $13.7K
|
157
$12K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-195- 3.66% |
$14.2K - $17.1K
|
5.14K
$392K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
141+ 10.06% |
$10.3K - $12.3K
|
1.54K
$118K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-131- 1.83% |
$9.56K - $11.5K
|
7.02K
$536K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.55KNew |
$550K - $660K
|
7.55K
$576K
|
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-2.98K- 27.83% |
$217K - $260K
|
7.72K
$589K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.23K- 1.21% |
$89.6K - $107K
|
100K
$7.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
542+ 15.06% |
$39.5K - $47.4K
|
4.14K
$316K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-702- 11.17% |
$51.2K - $61.4K
|
5.58K
$426K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
783+ 25.72% |
$57.1K - $68.5K
|
3.83K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 2.36% |
$656 - $787
|
390
$29.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
160+ 17.72% |
$11.7K - $14K
|
1.06K
$81.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
730+ 6.32% |
$53.2K - $63.8K
|
12.3K
$937K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-29- 6.02% |
$2.12K - $2.54K
|
453
$34.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.36K- 6.74% |
$245K - $294K
|
46.4K
$3.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
1.11K+ 4.67% |
$81K - $97.1K
|
24.9K
$1.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
45New |
$3.28K - $3.94K
|
45
$3.44K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.4K+ 434.78% |
$248K - $297K
|
4.18K
$319K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-24- 0.29% |
$1.75K - $2.1K
|
8.36K
$638K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
14.9K+ 7.64% |
$1.09M - $1.31M
|
210K
$16M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
27+ 0.81% |
$1.97K - $2.36K
|
3.36K
$257K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-201- 6.52% |
$14.7K - $17.6K
|
2.88K
$220K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.85K+ 2192.31% |
$208K - $249K
|
2.98K
$227K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.04K- 18.84% |
$75.9K - $91K
|
4.49K
$342K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
840+ 9.81% |
$61.3K - $73.5K
|
9.4K
$718K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-145- 2.15% |
$10.6K - $12.7K
|
6.59K
$503K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-85- 2.55% |
$6.2K - $7.43K
|
3.25K
$248K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.44KNew |
$178K - $213K
|
2.44K
$186K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
91+ 3.28% |
$6.64K - $7.96K
|
2.87K
$219K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
9+ 0.82% |
$656 - $787
|
1.11K
$84.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.13K+ 9.97% |
$82.1K - $98.4K
|
12.4K
$947K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
18+ 0.74% |
$1.31K - $1.57K
|
2.45K
$187K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
30+ 5.73% |
$2.19K - $2.62K
|
554
$42.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.84% |
$1.9K - $2.27K
|
3.11K
$237K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
133New |
$9.7K - $11.6K
|
133
$10.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
523+ 0.9% |
$38.1K - $45.7K
|
58.5K
$4.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.34K- 27.26% |
$171K - $204K
|
6.24K
$476K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
43+ 0.19% |
$3.14K - $3.76K
|
23.3K
$1.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
97+ 3.07% |
$7.08K - $8.48K
|
3.26K
$249K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
1.32K+ 10.48% |
$96.5K - $116K
|
13.9K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-26- 1.11% |
$1.9K - $2.27K
|
2.32K
$177K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
13.8K+ 68.8% |
$1.01M - $1.21M
|
34K
$2.59M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.08% |
$72.9 - $87.5
|
1.28K
$97.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.19% |
$219 - $262
|
1.58K
$120K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.09K- 0.86% |
$79.2K - $95K
|
125K
$9.52M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-205- 2.03% |
$15K - $17.9K
|
9.88K
$754K
|