Latest Institutional Purchases of Principal Financial Group Inc (PFG)
This list provides information on the latest institutional transactions involving Principal Financial Group Inc (PFG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
25New |
$1.91K - $2.23K
|
25
$2.11K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
24New |
$1.83K - $2.14K
|
24
$2.03K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
21+ 4.13% |
$1.6K - $1.87K
|
530
$44.8K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
18+ 6.34% |
$1.37K - $1.6K
|
302
$25.5K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
11New |
$840 - $979
|
11
$929
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
7+ 1.68% |
$534 - $623
|
423
$35.7K
|
|
|
Jan 05, 2026
Q1 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
5+ 100.0% |
$382 - $445
|
10
$845
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
4New |
$305 - $356
|
4
$338
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2+ 0.16% |
$153 - $178
|
1.27K
$108K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2New |
$153 - $178
|
2
$169
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
368KNew |
$27.5M - $33.5M
|
368K
$31M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
59.8KNew |
$4.48M - $5.46M
|
59.8K
$5.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
38.6KNew |
$2.89M - $3.52M
|
38.6K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
CALL |
35.9KNew |
$2.69M - $3.28M
|
35.9K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
13.6KNew |
$1.02M - $1.24M
|
13.6K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
M&G PLC
London, X0 |
BUY
|
- |
11.1KNew |
$835K - $1.02M
|
11.1K
$942K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.81KNew |
$660K - $804K
|
8.81K
$744K
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
5.84K+ 99.37% |
$437K - $533K
|
11.7K
$989K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.65KNew |
$273K - $333K
|
3.65K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
3.45K+ 21.4% |
$259K - $315K
|
19.6K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
2.9KNew |
$217K - $265K
|
2.9K
$245K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.71KNew |
$203K - $247K
|
2.71K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.59KNew |
$194K - $236K
|
2.59K
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.84KNew |
$138K - $168K
|
1.84K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
488New |
$36.6K - $44.5K
|
488
$41.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
422New |
$31.6K - $38.5K
|
422
$35.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
376New |
$28.2K - $34.3K
|
376
$31.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
374New |
$28K - $34.1K
|
374
$31.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
276New |
$20.7K - $25.2K
|
276
$23.3K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
236+ 37.58% |
$17.7K - $21.5K
|
864
$73K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
230New |
$17.2K - $21K
|
230
$19.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
200New |
$15K - $18.3K
|
200
$16.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
195+ 53.57% |
$14.6K - $17.8K
|
559
$47.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
142New |
$10.6K - $13K
|
142
$12K
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
138New |
$10.3K - $12.6K
|
138
$11.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
132New |
$9.89K - $12K
|
132
$11.2K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
130New |
$9.74K - $11.9K
|
130
$11K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
130New |
$9.74K - $11.9K
|
130
$11K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
115New |
$8.61K - $10.5K
|
115
$9.71K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
113New |
$8.46K - $10.3K
|
113
$9.55K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
88New |
$6.59K - $8.03K
|
88
$7.43K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
35New |
$2.62K - $3.19K
|
35
$2.96K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
34+ 15.53% |
$2.55K - $3.1K
|
253
$21.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
32+ 114.29% |
$2.4K - $2.92K
|
60
$5.07K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
28New |
$2.1K - $2.56K
|
28
$2.37K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
22+ 16.92% |
$1.65K - $2.01K
|
152
$12.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
20New |
$1.5K - $1.83K
|
20
$1.69K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
20New |
$1.5K - $1.83K
|
20
$1.69K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
10New |
$749 - $913
|
10
$845
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
9+ 0.26% |
$674 - $821
|
3.43K
$290K
|
|