Latest Institutional Purchases of Principal Financial Group Inc (PFG)

PFG Quotes by TradingView

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 08, 2023 Q4 2022
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
343
+ 3.74%
$25.9K - $32.6K
9.51K $777K
Feb 10, 2023 Q4 2022
Thompson Siegel & Walmsley LLC

BUY
 -
300
New
$22.6K - $28.5K
300 $24.5K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
300
New
$22.6K - $28.5K
300 $24.5K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
192
New
$14.5K - $18.2K
192 $15.7K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
122
New
$9.2K - $11.6K
122 $9.96K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
121
New
$9.12K - $11.5K
121 $9.88K
Jan 31, 2023 Q4 2022
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
120
+ 4.25%
$9.05K - $11.4K
2.95K $240K
Feb 03, 2023 Q4 2022
Mendota Financial Group, LLC

Madison, WI
BUY
 -
118
New
$8.9K - $11.2K
118 $9.64K
Feb 06, 2023 Q4 2022
Adirondack Retirement Specialists, Inc.

BUY
 -
100
New
$7.54K - $9.5K
100 $8.17K
Jan 27, 2023 Q4 2022
Paragon Wealth Strategies, LLC

BUY
 -
53
New
$4K - $5.04K
53 $4.33K
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
4
+ 0.11%
$302 - $380
3.56K $291K
Q3 2022
Sep 21, 2023 Q3 2022
Jefferies Group LLC

New York, NY
BUY
 -
160K
+ 3907.81%
$9.79M - $12.8M
164K $13.4M
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
42.8K
+ 14.41%
$2.62M - $3.42M
340K $27.8M
Nov 14, 2022 Q3 2022
Alberta Investment Management Corp

Edmonton, A0
BUY
 -
18.9K
New
$1.16M - $1.51M
18.9K $1.55M
Nov 14, 2022 Q3 2022
Quadrature Capital LTD

London, X0
BUY
 -
11.5K
New
$704K - $918K
11.5K $940K
Nov 02, 2022 Q3 2022
Auxano Advisors, LLC

BUY
 -
3.86K
New
$236K - $308K
3.86K $315K
Nov 14, 2022 Q3 2022
Premier Asset Management LLC

Chicago, IL
BUY
 -
3.65K
New
$223K - $291K
3.65K $298K
Oct 31, 2022 Q3 2022
Center Star Asset Management, LLC

BUY
 -
3.56K
New
$217K - $284K
3.56K $290K
Oct 31, 2022 Q3 2022
Center Star Asset Management, LLC

BUY
 PUT
3.4K
New
$208K - $271K
3.4K $278K
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
3.25K
New
$199K - $259K
3.25K $265K
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.38K
New
$146K - $190K
2.38K $195K
Nov 03, 2022 Q3 2022
Bcgm Wealth Management, LLC

BUY
 -
2.34K
New
$143K - $187K
2.34K $191K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
2.26K
New
$138K - $180K
2.26K $184K
Oct 21, 2022 Q3 2022
Nu Wave Investment Management, LLC

BUY
 -
1.99K
New
$122K - $159K
1.99K $163K
Nov 07, 2022 Q3 2022
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
1.2K
New
$73.3K - $95.7K
1.2K $97.9K
Nov 14, 2022 Q3 2022
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 PUT
900
New
$55K - $71.8K
900 $73.5K
Nov 14, 2022 Q3 2022
Corient Capital Partners, LLC

Newport Beach, CA
BUY
 -
787
+ 12.0%
$48.1K - $62.8K
7.34K $600K
Nov 08, 2022 Q3 2022
Cookson Peirce & CO Inc

BUY
 -
718
+ 11.42%
$43.9K - $57.3K
7.01K $572K
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
360
+ 116.13%
$22K - $28.7K
670 $54.7K
Oct 21, 2022 Q3 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
321
New
$19.6K - $25.6K
321 $26.2K
Nov 04, 2022 Q3 2022
V Wealth Advisors LLC

BUY
 -
304
+ 3.5%
$18.6K - $24.3K
9K $735K
Nov 14, 2022 Q3 2022
Bellwether Advisors, LLC

BUY
 -
237
New
$14.5K - $18.9K
237 $19.4K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

BUY
 -
110
New
$6.72K - $8.78K
110 $8.98K
Oct 17, 2022 Q3 2022
Burleson & Company, LLC

BUY
 -
100
+ 14.6%
$6.11K - $7.98K
785 $64.1K
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
97
New
$5.93K - $7.74K
97 $7.92K
Nov 14, 2022 Q3 2022
Globeflex Capital L P

San Diego, CA
BUY
 -
63
New
$3.85K - $5.03K
63 $5.14K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
41
New
$2.51K - $3.27K
41 $3.35K
Nov 09, 2022 Q3 2022
Opseu Pension Plan Trust Fund

Toronto, A6
BUY
 -
29
+ 0.91%
$1.77K - $2.31K
3.2K $261K
Nov 07, 2022 Q3 2022
Cambridge Trust CO

Boston, MA
BUY
 -
23
New
$1.41K - $1.83K
23 $1.88K
Oct 05, 2022 Q3 2022
American National Bank

BUY
 -
22
New
$1.34K - $1.76K
22 $1.8K
Nov 03, 2022 Q3 2022
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
3
+ 0.1%
$183 - $239
3.11K $254K
Nov 02, 2022 Q3 2022
Hudock, Inc.

BUY
 -
2
+ 0.44%
$122 - $160
452 $36.9K
Q2 2022
Jul 25, 2022 Q2 2022
Walker Asset Management, LLC

BUY
 -
24.8K
New
$1.56M - $1.89M
24.8K $2.03M
Aug 12, 2022 Q2 2022
Kiwi Wealth Investments Limited Partnership

Wellington, Q2
BUY
 -
13.5K
New
$846K - $1.03M
13.5K $1.1M
Aug 10, 2022 Q2 2022
Ubp Investment Advisors Sa

BUY
 -
6.83K
New
$429K - $520K
6.83K $558K
Aug 12, 2022 Q2 2022
Natixis Investment Managers International

Paris, I0
BUY
 -
5K
+ 88.25%
$314K - $381K
10.7K $870K
Aug 15, 2022 Q2 2022
Maven Securities LTD

St Helier, Y9
BUY
 PUT
4.1K
New
$258K - $312K
4.1K $335K
Aug 15, 2022 Q2 2022
Squarepoint Ops LLC

New York, NY
BUY
 PUT
4K
New
$251K - $305K
4K $327K
Jul 28, 2022 Q2 2022
Counterpoint Mutual Funds LLC

BUY
 -
1.71K
New
$107K - $130K
1.71K $139K

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