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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 3.56% |
$669 - $796
|
291
$24.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.36K- 45.88% |
$158K - $188K
|
2.79K
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.17K+ 6.66% |
$78.5K - $93.4K
|
18.8K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4New |
$268 - $318
|
4
$338
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
52+ 11.43% |
$3.48K - $4.14K
|
507
$42.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
100New |
$6.69K - $7.96K
|
100
$8.45K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-150- 9.66% |
$10K - $11.9K
|
1.4K
$118K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
293New |
$19.6K - $23.3K
|
293
$24.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-187- 2.56% |
$12.5K - $14.9K
|
7.11K
$600K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.56KNew |
$171K - $204K
|
2.56K
$217K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
172New |
$11.5K - $13.7K
|
172
$14.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-508- 15.96% |
$34K - $40.4K
|
2.68K
$226K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.8K- 80.69% |
$388K - $462K
|
1.39K
$117K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
47+ 37.3% |
$3.14K - $3.74K
|
173
$14.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
204New |
$13.6K - $16.2K
|
204
$17.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
97+ 1.92% |
$6.49K - $7.72K
|
5.16K
$436K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-29- 96.67% |
$1.94K - $2.31K
|
1
$84.5
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-1.42K- 65.65% |
$95.2K - $113K
|
745
$62.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
499New |
$33.4K - $39.7K
|
499
$42.2K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-68- 0.64% |
$4.55K - $5.41K
|
10.6K
$896K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
25New |
$1.67K - $1.99K
|
25
$2.11K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-44- 28.95% |
$2.94K - $3.5K
|
108
$9.12K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-33- 0.95% |
$2.21K - $2.63K
|
3.44K
$291K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.44KNew |
$96.2K - $115K
|
1.44K
$122K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15New |
$1K - $1.19K
|
15
$1.27K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-7.84KClosed |
$524K - $624K
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-34- 97.14% |
$2.27K - $2.71K
|
1
$84.5
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
200New |
$13.4K - $15.9K
|
200
$16.9K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
265+ 2208.33% |
$17.7K - $21.1K
|
277
$23.4K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.69K- 33.2% |
$113K - $134K
|
3.4K
$287K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 19.61% |
$720 - $841
|
41
$3.46K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-74- 4.5% |
$5.33K - $6.22K
|
1.57K
$133K
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-879- 3.28% |
$63.3K - $73.9K
|
25.9K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
239+ 8.13% |
$17.2K - $20.1K
|
3.18K
$269K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.85K- 36.88% |
$133K - $156K
|
3.16K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-154- 3.89% |
$11.1K - $13K
|
3.8K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
29+ 24.58% |
$2.09K - $2.44K
|
147
$12.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8KNew |
$576K - $673K
|
8K
$676K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.69K- 28.89% |
$122K - $142K
|
4.15K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
21.7KNew |
$1.56M - $1.83M
|
21.7K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-140- 9.67% |
$10.1K - $11.8K
|
1.31K
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.33KNew |
$456K - $533K
|
6.33K
$535K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
112New |
$8.06K - $9.42K
|
112
$9.46K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.23K- 17.15% |
$88.3K - $103K
|
5.92K
$500K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
93+ 31.42% |
$6.7K - $7.82K
|
389
$32.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-5- 1.0% |
$360 - $421
|
493
$41.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-293- 44.06% |
$21.1K - $24.6K
|
372
$31.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
6.38KNew |
$459K - $536K
|
6.38K
$539K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
100New |
$7.2K - $8.41K
|
100
$8.45K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-169- 32.94% |
$12.2K - $14.2K
|
344
$29.1K
|
|