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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
47+ 0.68% |
$3.14K - $3.74K
|
6.95K
$510K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
47+ 37.3% |
$3.14K - $3.74K
|
173
$12.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
46New |
$3.08K - $3.66K
|
46
$3.38K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
38New |
$2.54K - $3.02K
|
38
$2.79K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
25New |
$1.67K - $1.99K
|
25
$1.84K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15New |
$1K - $1.19K
|
15
$1.1K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11New |
$736 - $875
|
11
$808
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 3.56% |
$669 - $796
|
291
$21.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4New |
$268 - $318
|
4
$294
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3+ 1.88% |
$201 - $239
|
163
$12K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$66.9 - $79.6
|
1
$73.4
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
23.4KNew |
$1.68M - $1.97M
|
23.4K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
21.7KNew |
$1.56M - $1.83M
|
21.7K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
16.1KNew |
$1.16M - $1.36M
|
16.1K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8KNew |
$576K - $673K
|
8K
$588K
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.13KNew |
$513K - $599K
|
7.13K
$523K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
6.38KNew |
$459K - $536K
|
6.38K
$468K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.33KNew |
$456K - $533K
|
6.33K
$465K
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
2.84KNew |
$205K - $239K
|
2.84K
$209K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1.15K+ 3.44% |
$82.6K - $96.5K
|
34.5K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.09KNew |
$78.5K - $91.7K
|
1.09K
$80K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
759+ 5.01% |
$54.6K - $63.8K
|
15.9K
$1.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
569New |
$41K - $47.9K
|
569
$41.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
528+ 5.35% |
$38K - $44.4K
|
10.4K
$763K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
290+ 8.73% |
$20.9K - $24.4K
|
3.61K
$265K
|
|
|
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
$233K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
205+ 5.46% |
$14.8K - $17.2K
|
3.96K
$291K
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
196+ 6.57% |
$14.1K - $16.5K
|
3.18K
$233K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
187New |
$13.5K - $15.7K
|
187
$13.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
140+ 1.07% |
$10.1K - $11.8K
|
13.2K
$970K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
135+ 1.86% |
$9.72K - $11.4K
|
7.38K
$542K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
112New |
$8.06K - $9.42K
|
112
$8.22K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
100New |
$7.2K - $8.41K
|
100
$7.34K
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
100+ 33.33% |
$7.2K - $8.41K
|
400
$29.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
93+ 31.42% |
$6.7K - $7.82K
|
389
$28.6K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
76+ 31.93% |
$5.47K - $6.39K
|
314
$23.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
66+ 2.2% |
$4.75K - $5.55K
|
3.06K
$225K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
50New |
$3.6K - $4.21K
|
50
$3.67K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
32New |
$2.3K - $2.69K
|
32
$2.35K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
29+ 24.58% |
$2.09K - $2.44K
|
147
$10.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8New |
$576 - $673
|
8
$587
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
17.9KNew |
$1.17M - $1.38M
|
17.9K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
14.9KNew |
$978K - $1.15M
|
14.9K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
11.4KNew |
$748K - $881K
|
11.4K
$839K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
10.9KNew |
$712K - $838K
|
10.9K
$798K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
8.55K+ 5.68% |
$560K - $659K
|
159K
$11.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
6.05K+ 3.89% |
$396K - $467K
|
161K
$11.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
5.56K+ 141.49% |
$364K - $429K
|
9.49K
$697K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
5.35KNew |
$350K - $412K
|
5.35K
$393K
|
|
|
Feb 05, 2025
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.51KNew |
$229K - $270K
|
3.51K
$257K
|
|