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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
385New |
$28.1K - $33.7K
|
385
$32.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
225New |
$16.4K - $19.7K
|
225
$19K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
210New |
$15.3K - $18.4K
|
210
$17.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
191New |
$13.9K - $16.7K
|
191
$16.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
189New |
$13.8K - $16.5K
|
189
$16K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
180New |
$13.1K - $15.7K
|
180
$15.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
165New |
$12K - $14.4K
|
165
$13.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
159+ 2.52% |
$11.6K - $13.9K
|
6.48K
$547K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
157New |
$11.5K - $13.7K
|
157
$13.3K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
85New |
$6.2K - $7.43K
|
85
$7.18K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.04% |
$72.9 - $87.5
|
2.59K
$219K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
331K+ 1.7% |
$25.4M - $28.5M
|
19.8M
$1.67B
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
99.5KNew |
$7.62M - $8.55M
|
99.5K
$8.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
43.5K+ 135.12% |
$3.34M - $3.75M
|
75.8K
$6.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
36.8KNew |
$2.82M - $3.17M
|
36.8K
$3.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
26.8KNew |
$2.05M - $2.3M
|
26.8K
$2.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
17.6KNew |
$1.35M - $1.51M
|
17.6K
$1.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
11.5KNew |
$885K - $993K
|
11.5K
$975K
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
8.64KNew |
$663K - $743K
|
8.64K
$730K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
8.47KNew |
$650K - $729K
|
8.47K
$716K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
8KNew |
$613K - $688K
|
8K
$676K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
7.6KNew |
$583K - $654K
|
7.6K
$642K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5.27KNew |
$404K - $453K
|
5.27K
$445K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.54KNew |
$348K - $391K
|
4.54K
$384K
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.24KNew |
$325K - $365K
|
4.24K
$358K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.63KNew |
$278K - $312K
|
3.63K
$307K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
3.1K+ 206.67% |
$238K - $267K
|
4.6K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.9K+ 15.38% |
$223K - $250K
|
21.8K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
2.5KNew |
$192K - $215K
|
2.5K
$211K
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.08K+ 33.92% |
$159K - $179K
|
8.21K
$693K
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
1.16K+ 1.85% |
$89.2K - $100K
|
63.9K
$5.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
988+ 158.84% |
$75.7K - $85K
|
1.61K
$136K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
907+ 2.75% |
$69.5K - $78K
|
33.8K
$2.86M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
549New |
$42.1K - $47.2K
|
549
$46.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
419New |
$32.1K - $36K
|
419
$35.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
325New |
$24.9K - $28K
|
325
$27.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
294+ 13.36% |
$22.5K - $25.3K
|
2.49K
$211K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
196New |
$15K - $16.9K
|
196
$16.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
186+ 7.39% |
$14.3K - $16K
|
2.7K
$228K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
180New |
$13.8K - $15.5K
|
180
$15.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
176New |
$13.5K - $15.1K
|
176
$14.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
173+ 3.35% |
$13.3K - $14.9K
|
5.33K
$451K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
161+ 3.71% |
$12.3K - $13.8K
|
4.5K
$380K
|
|
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
119New |
$9.12K - $10.2K
|
119
$10.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
100New |
$7.67K - $8.6K
|
100
$8.45K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
51New |
$3.91K - $4.39K
|
51
$4.31K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
20New |
$1.53K - $1.72K
|
20
$1.69K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
9+ 0.31% |
$690 - $774
|
2.88K
$244K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3New |
$230 - $258
|
3
$253
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|