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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
134New |
$8.73K - $9.91K
|
134
$10.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.15KNew |
$205K - $233K
|
3.15K
$255K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
3KNew |
$195K - $222K
|
3K
$243K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-123Closed |
$8.01K - $9.09K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
PUT |
-500Closed |
$32.6K - $37K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-6.18KClosed |
$402K - $457K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-109Closed |
$6.45K - $7.43K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
78New |
$4.62K - $5.31K
|
78
$6.32K
|
|
|
Nov 15, 2021
Q3 2021
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-175KClosed |
$10.4M - $11.9M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-504Closed |
$29.8K - $34.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
26.3K+ 1012.07% |
$1.56M - $1.79M
|
28.9K
$2.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-769Closed |
$45.5K - $52.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-20KClosed |
$1.19M - $1.36M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4.4KClosed |
$260K - $300K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-601Closed |
$35.6K - $40.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
91New |
$5.39K - $6.2K
|
91
$7.37K
|
|
|
Nov 12, 2021
Q3 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-87KClosed |
$5.15M - $5.93M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-7.89KClosed |
$467K - $537K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-225Closed |
$13.3K - $15.3K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-79Closed |
$4.68K - $5.38K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-739Closed |
$43.7K - $50.3K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-22.4KClosed |
$1.33M - $1.53M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Pendal Group LTD
|
SELL
|
- |
-6KClosed |
$355K - $409K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
51KNew |
$3.02M - $3.47M
|
51K
$4.13M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
56New |
$3.32K - $3.81K
|
56
$4.53K
|
|
|
Nov 04, 2021
Q3 2021
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.05KClosed |
$62K - $71.4K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Peregrine Capital Management LLC
|
SELL
|
- |
-40- 20.0% |
$2.37K - $2.72K
|
160
$13K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.16KNew |
$128K - $147K
|
2.16K
$175K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-140Closed |
$8.29K - $9.54K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-56Closed |
$3.32K - $3.81K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-506Closed |
$30.2K - $33.8K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-4.88KClosed |
$291K - $326K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Islet Management, LP
New York, NY |
SELL
|
- |
-150KClosed |
$8.96M - $10M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.06KClosed |
$123K - $137K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-117Closed |
$6.99K - $7.82K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-91.6KClosed |
$5.47M - $6.13M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-63Closed |
$3.76K - $4.21K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-429Closed |
$25.6K - $28.7K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
7New |
$418 - $468
|
7
$567
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-149Closed |
$8.9K - $9.96K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-11.1KClosed |
$660K - $739K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.45KClosed |
$385K - $431K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-82.9KClosed |
$4.95M - $5.54M
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-100Closed |
$5.97K - $6.69K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Members Capital Advisors Inc
|
SELL
|
- |
-27.1KClosed |
$1.62M - $1.81M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-4.49KClosed |
$268K - $300K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.52KClosed |
$210K - $235K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.69KClosed |
$220K - $246K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-13.2KClosed |
$787K - $881K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-26Closed |
$1.55K - $1.74K
|
0
$0
|
|