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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1- 0.42% |
$69.6 - $86.2
|
235
$19.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.98% |
$765 - $948
|
1.14K
$96K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
120+ 3.46% |
$8.35K - $10.3K
|
3.59K
$303K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-300- 4.63% |
$20.9K - $25.9K
|
6.19K
$522K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
3.27K+ 2.99% |
$228K - $282K
|
113K
$9.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-542- 13.09% |
$37.7K - $46.7K
|
3.6K
$304K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.38% |
$69.6 - $86.2
|
265
$22.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.12KNew |
$425K - $527K
|
6.12K
$517K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.78% |
$69.6 - $86.2
|
35
$2.96K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
349New |
$24.3K - $30.1K
|
349
$29.5K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-62- 20.6% |
$4.31K - $5.34K
|
239
$20.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3KNew |
$209K - $258K
|
3K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
26New |
$1.81K - $2.24K
|
26
$2.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5.53K- 97.05% |
$385K - $477K
|
168
$14.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
241+ 2.3% |
$16.8K - $20.8K
|
10.7K
$905K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-45- 54.22% |
$3.13K - $3.88K
|
38
$3.21K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-20- 4.69% |
$1.39K - $1.72K
|
406
$34.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.71K+ 102.3% |
$188K - $233K
|
5.36K
$452K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-23- 0.37% |
$1.6K - $1.98K
|
6.18K
$522K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-1.84K- 65.65% |
$128K - $158K
|
960
$81.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.21K+ 7.01% |
$223K - $277K
|
49K
$4.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
27+ 12.92% |
$1.88K - $2.33K
|
236
$19.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
43.2KNew |
$3M - $3.72M
|
43.2K
$3.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-42- 19.81% |
$2.92K - $3.62K
|
170
$14.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.62KNew |
$182K - $226K
|
2.62K
$221K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
160New |
$11.1K - $13.8K
|
160
$13.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100+ 81.3% |
$6.96K - $8.62K
|
223
$18.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
18New |
$1.25K - $1.55K
|
18
$1.52K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-341- 41.74% |
$23.7K - $29.4K
|
476
$40.2K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
29New |
$2.21K - $2.58K
|
29
$2.45K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
10.3KNew |
$790K - $921K
|
10.3K
$874K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
4New |
$305 - $356
|
4
$338
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 19.46% |
$7.63K - $8.9K
|
414
$35K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
609New |
$46.5K - $54.2K
|
609
$51.4K
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.06K+ 23.63% |
$80.8K - $94.3K
|
5.54K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
5.5KNew |
$420K - $490K
|
5.5K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
22.9KNew |
$1.75M - $2.04M
|
22.9K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
18.1KNew |
$1.38M - $1.61M
|
18.1K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
40+ 800.0% |
$3.05K - $3.56K
|
45
$3.8K
|
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
5.46KNew |
$417K - $486K
|
5.46K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
798+ 23.21% |
$60.9K - $71.1K
|
4.24K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.9KNew |
$221K - $258K
|
2.9K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
103New |
$7.86K - $9.17K
|
103
$8.7K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
24New |
$1.83K - $2.14K
|
24
$2.03K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
19.4K+ 326.08% |
$1.48M - $1.73M
|
25.4K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.74KNew |
$514K - $600K
|
6.74K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-99- 0.79% |
$7.56K - $8.81K
|
12.4K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-31K- 81.59% |
$2.37M - $2.76M
|
7K
$591K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
90New |
$6.87K - $8.01K
|
90
$7.6K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-187- 6.22% |
$14.3K - $16.7K
|
2.82K
$238K
|
|