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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
26New |
$2.01K - $2.24K
|
26
$2.2K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
17New |
$1.31K - $1.47K
|
17
$1.44K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10New |
$772 - $863
|
10
$845
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3New |
$232 - $259
|
3
$253
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3New |
$232 - $259
|
3
$253
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3+ 0.11% |
$232 - $259
|
2.63K
$222K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
49.2KNew |
$3.29M - $3.91M
|
49.2K
$4.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
44.4K+ 3047.36% |
$2.97M - $3.53M
|
45.9K
$3.87M
|
|
|
Mar 14, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
28.9KNew |
$1.93M - $2.3M
|
28.9K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
23.9KNew |
$1.6M - $1.9M
|
23.9K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
17.9KNew |
$1.2M - $1.43M
|
17.9K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
12.5K+ 187.18% |
$838K - $997K
|
19.2K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
5.7KNew |
$381K - $454K
|
5.7K
$481K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.56KNew |
$171K - $204K
|
2.56K
$217K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.44KNew |
$96.2K - $115K
|
1.44K
$122K
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.17K+ 6.66% |
$78.5K - $93.4K
|
18.8K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
700New |
$46.8K - $55.7K
|
700
$59.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
528New |
$35.3K - $42K
|
528
$44.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
499New |
$33.4K - $39.7K
|
499
$42.2K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
465New |
$31.1K - $37K
|
465
$39.3K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
418New |
$28K - $33.3K
|
418
$35.3K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
300New |
$20.1K - $23.9K
|
300
$25.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
293New |
$19.6K - $23.3K
|
293
$24.7K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
265+ 2208.33% |
$17.7K - $21.1K
|
277
$23.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
204New |
$13.6K - $16.2K
|
204
$17.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
200New |
$13.4K - $15.9K
|
200
$16.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
189New |
$12.6K - $15K
|
189
$16K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
172New |
$11.5K - $13.7K
|
172
$14.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
172New |
$11.5K - $13.7K
|
172
$14.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
100+ 1.39% |
$6.69K - $7.96K
|
7.3K
$617K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
100+ 2.27% |
$6.69K - $7.96K
|
4.5K
$380K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
100New |
$6.69K - $7.96K
|
100
$8.45K
|
|