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 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3New |
$230 - $258
|
3
$245
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-222- 99.55% |
$17K - $19.1K
|
1
$81.8
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
173+ 3.35% |
$13.3K - $14.9K
|
5.33K
$436K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
123New |
$9.43K - $10.6K
|
123
$10.1K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.99K+ 7.33% |
$385K - $430K
|
73K
$5.97M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
91+ 505.56% |
$7.03K - $7.85K
|
109
$8.92K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 15.17% |
$7.72K - $8.63K
|
559
$45.7K
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
3.69KNew |
$285K - $318K
|
3.69K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.23KNew |
$249K - $279K
|
3.23K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
2.38KNew |
$184K - $205K
|
2.38K
$195K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-13.4K- 50.04% |
$1.03M - $1.15M
|
13.3K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-2- 0.13% |
$154 - $173
|
1.5K
$123K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
2.37KNew |
$183K - $205K
|
2.37K
$194K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$191K - $214K
|
2.48K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-10.6K- 72.21% |
$819K - $915K
|
4.08K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
890+ 27.51% |
$68.7K - $76.8K
|
4.13K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-18- 43.9% |
$1.39K - $1.55K
|
23
$1.88K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-40- 0.85% |
$3.09K - $3.45K
|
4.66K
$382K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-82- 0.92% |
$6.33K - $7.08K
|
8.85K
$724K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
26New |
$2.01K - $2.24K
|
26
$2.13K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.44KNew |
$188K - $210K
|
2.44K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
21.4KNew |
$1.65M - $1.85M
|
21.4K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
6.9KNew |
$533K - $596K
|
6.9K
$565K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-10K- 22.19% |
$773K - $865K
|
35.1K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.84K- 10.47% |
$142K - $159K
|
15.7K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23K+ 241.98% |
$1.78M - $1.99M
|
32.5K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.96K+ 17526.47% |
$460K - $514K
|
5.99K
$490K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
200New |
$15.4K - $17.3K
|
200
$16.4K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-2.5K- 11.11% |
$193K - $216K
|
20K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-358- 2.25% |
$27.6K - $30.9K
|
15.6K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
500New |
$38.6K - $43.2K
|
500
$40.9K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
40New |
$3.09K - $3.45K
|
40
$3.27K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.81KNew |
$217K - $243K
|
2.81K
$230K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$232 - $259
|
3
$245
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-191- 0.33% |
$14.7K - $16.5K
|
57.5K
$4.71M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-6.35K- 99.91% |
$490K - $548K
|
6
$491
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
61New |
$4.71K - $5.26K
|
61
$4.99K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
11KNew |
$849K - $949K
|
11K
$900K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
27.4K+ 6.83% |
$2.12M - $2.37M
|
429K
$35.1M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
7.16KNew |
$553K - $618K
|
7.16K
$586K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
17New |
$1.31K - $1.47K
|
17
$1.39K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-3.44K- 98.74% |
$265K - $296K
|
44
$3.6K
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-9.67K- 16.34% |
$747K - $835K
|
49.5K
$4.05M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-64- 24.71% |
$4.94K - $5.52K
|
195
$16K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
2.32KNew |
$179K - $200K
|
2.32K
$190K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.23K- 24.99% |
$172K - $193K
|
6.7K
$548K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-284- 1.14% |
$21.9K - $24.5K
|
24.7K
$2.02M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
6.3KNew |
$486K - $544K
|
6.3K
$515K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
5New |
$386 - $432
|
5
$409
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.96K+ 200.52% |
$537K - $601K
|
10.4K
$853K
|
|