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 |
|---|---|---|---|---|---|---|---|
|
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 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
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
27.4K+ 6.83% |
$2.12M - $2.37M
|
429K
$36.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23K+ 241.98% |
$1.78M - $1.99M
|
32.5K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
21.4KNew |
$1.65M - $1.85M
|
21.4K
$1.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
11.1KNew |
$854K - $955K
|
11.1K
$935K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.53KNew |
$736K - $823K
|
9.53K
$805K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
7.16KNew |
$553K - $618K
|
7.16K
$605K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
6.9KNew |
$533K - $596K
|
6.9K
$583K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
6.3KNew |
$486K - $544K
|
6.3K
$532K
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
3.69KNew |
$285K - $318K
|
3.69K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.23KNew |
$249K - $279K
|
3.23K
$273K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.81KNew |
$217K - $243K
|
2.81K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$191K - $214K
|
2.48K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.44KNew |
$188K - $210K
|
2.44K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
2.38KNew |
$184K - $205K
|
2.38K
$201K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
2.37KNew |
$183K - $205K
|
2.37K
$201K
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
2.33KNew |
$180K - $201K
|
2.33K
$196K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
2.32KNew |
$179K - $200K
|
2.32K
$196K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.45KNew |
$112K - $125K
|
1.45K
$122K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
890+ 27.51% |
$68.7K - $76.8K
|
4.13K
$348K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
500New |
$38.6K - $43.2K
|
500
$42.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
396New |
$30.6K - $34.2K
|
396
$33.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
280New |
$21.6K - $24.2K
|
280
$23.7K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
200New |
$15.4K - $17.3K
|
200
$16.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
195New |
$15.1K - $16.8K
|
195
$16.5K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
131New |
$10.1K - $11.3K
|
131
$11.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
120+ 83.33% |
$9.26K - $10.4K
|
264
$22.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
96New |
$7.41K - $8.29K
|
96
$8.11K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
80New |
$6.18K - $6.9K
|
80
$6.76K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
61New |
$4.71K - $5.26K
|
61
$5.15K
|
|