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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.96M- 94.56% |
$136M - $169M
|
113K
$9.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
300New |
$20.9K - $25.9K
|
300
$25.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-10.9K- 54.52% |
$756K - $936K
|
9.06K
$765K
|
|
|
Aug 14, 2025
Q2 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
93.5KNew |
$6.5M - $8.06M
|
93.5K
$7.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
404+ 9.26% |
$28.1K - $34.8K
|
4.77K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
322+ 7.78% |
$22.4K - $27.8K
|
4.46K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
379New |
$26.4K - $32.7K
|
379
$32K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2- 0.02% |
$139 - $172
|
10.2K
$863K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
516+ 1.97% |
$35.9K - $44.5K
|
26.7K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
240KNew |
$16.7M - $20.7M
|
240K
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
CALL |
-7.5K- 72.82% |
$522K - $646K
|
2.8K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 37.78% |
$2.37K - $2.93K
|
124
$10.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-728- 18.81% |
$50.6K - $62.7K
|
3.14K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-6.99K- 66.27% |
$486K - $602K
|
3.56K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
100New |
$6.96K - $8.62K
|
100
$8.45K
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
27.5KNew |
$1.91M - $2.37M
|
27.5K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9+ 150.0% |
$626 - $776
|
15
$1.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-3.04K- 16.64% |
$212K - $262K
|
15.2K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.52K- 14.98% |
$176K - $218K
|
14.3K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-35.7K- 65.97% |
$2.48M - $3.08M
|
18.4K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
4.69KNew |
$326K - $404K
|
4.69K
$396K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
86+ 18.38% |
$5.98K - $7.41K
|
554
$46.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 50.0% |
$209 - $259
|
9
$760
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
19New |
$1.32K - $1.64K
|
19
$1.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
9.76K+ 113.24% |
$679K - $841K
|
18.4K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
50New |
$3.48K - $4.31K
|
50
$4.22K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
1.69K+ 5.98% |
$117K - $146K
|
29.9K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
150New |
$10.4K - $12.9K
|
150
$12.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2New |
$139 - $172
|
2
$169
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2.83K+ 27.3% |
$197K - $244K
|
13.2K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
268+ 3.75% |
$18.6K - $23.1K
|
7.41K
$626K
|
|
|
Aug 12, 2025
Q2 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
3.3K+ 2.69% |
$230K - $284K
|
126K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.61K- 88.56% |
$112K - $139K
|
208
$17.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.91KNew |
$272K - $337K
|
3.91K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-192- 11.85% |
$13.4K - $16.5K
|
1.43K
$121K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
938New |
$65.2K - $80.8K
|
938
$79.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
57.4KNew |
$3.99M - $4.94M
|
57.4K
$4.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
173New |
$12K - $14.9K
|
173
$14.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
30+ 250.0% |
$2.09K - $2.59K
|
42
$3.55K
|
|
|
Aug 11, 2025
Q2 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-398- 11.52% |
$27.7K - $34.3K
|
3.06K
$258K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
331New |
$23K - $28.5K
|
331
$28K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-134K- 80.84% |
$9.32M - $11.5M
|
31.8K
$2.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
13.5KNew |
$936K - $1.16M
|
13.5K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
3.97KNew |
$276K - $342K
|
3.97K
$335K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
473+ 229.61% |
$32.9K - $40.8K
|
679
$57.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.17K+ 46.57% |
$151K - $187K
|
6.84K
$578K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
865+ 10.68% |
$60.2K - $74.6K
|
8.97K
$757K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
200New |
$13.9K - $17.2K
|
200
$16.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.29K+ 37.22% |
$159K - $197K
|
8.42K
$712K
|
|