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 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
1.1K+ 9.06% |
$68.8K - $83.4K
|
13.2K
$1.08M
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.01KNew |
$63.5K - $77K
|
1.01K
$82.5K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
644New |
$40.5K - $49.1K
|
644
$52.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
613New |
$38.5K - $46.7K
|
613
$50.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
369New |
$23.2K - $28.1K
|
369
$30.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
254+ 35.43% |
$16K - $19.4K
|
971
$79.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
216New |
$13.6K - $16.5K
|
216
$17.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
162New |
$10.2K - $12.3K
|
162
$13.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
124New |
$7.79K - $9.45K
|
124
$10.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
107New |
$6.72K - $8.15K
|
107
$8.74K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
83New |
$5.22K - $6.33K
|
83
$6.78K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
5+ 21.74% |
$314 - $381
|
28
$2.29K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 1.01% |
$251 - $305
|
401
$32.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2New |
$126 - $152
|
2
$163
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
1+ 25.0% |
$62.8 - $76.2
|
5
$408
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1New |
$62.8 - $76.2
|
1
$81.7
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
14K+ 18.99% |
$901K - $1.11M
|
87.7K
$7.16M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
11.1KNew |
$716K - $878K
|
11.1K
$908K
|
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
3KNew |
$193K - $237K
|
3K
$245K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
2.08KNew |
$134K - $164K
|
2.08K
$170K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
583New |
$37.5K - $46K
|
583
$47.6K
|
|
|
May 05, 2022
Q1 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
450+ 34.7% |
$29K - $35.5K
|
1.75K
$143K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
305New |
$19.6K - $24.1K
|
305
$24.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
106+ 93.81% |
$6.82K - $8.37K
|
219
$17.9K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
100New |
$6.44K - $7.9K
|
100
$8.17K
|
|
| Q4 2021 | |||||||
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
3.92KNew |
$255K - $290K
|
3.92K
$320K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.15KNew |
$205K - $233K
|
3.15K
$257K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
3KNew |
$195K - $222K
|
3K
$245K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
725New |
$47.2K - $53.6K
|
725
$59.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
461New |
$30K - $34.1K
|
461
$37.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
304New |
$19.8K - $22.5K
|
304
$24.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
235New |
$15.3K - $17.4K
|
235
$19.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
134New |
$8.73K - $9.91K
|
134
$10.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
108New |
$7.03K - $7.98K
|
108
$8.82K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
100New |
$6.51K - $7.39K
|
100
$8.17K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
51KNew |
$3.02M - $3.47M
|
51K
$4.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
26.3K+ 1012.07% |
$1.56M - $1.79M
|
28.9K
$2.36M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.16KNew |
$128K - $147K
|
2.16K
$177K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
91New |
$5.39K - $6.2K
|
91
$7.43K
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
78New |
$4.62K - $5.31K
|
78
$6.37K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
56New |
$3.32K - $3.81K
|
56
$4.57K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
7New |
$418 - $468
|
7
$572
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
5.43K+ 103.19% |
$262K - $334K
|
10.7K
$873K
|
|
|
Apr 13, 2021
Q1 2021
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
5.11KNew |
$247K - $315K
|
5.11K
$417K
|
|
|
May 17, 2021
Q1 2021
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
- |
5KNew |
$242K - $308K
|
5K
$408K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
445New |
$21.5K - $27.4K
|
445
$36.3K
|
|
|
May 03, 2021
Q1 2021
|
Bray Capital Advisors
|
BUY
|
- |
101New |
$4.88K - $6.22K
|
101
$8.25K
|
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
35New |
$1.69K - $2.15K
|
35
$2.86K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
793KNew |
$30.3M - $41.7M
|
793K
$64.7M
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.3KNew |
$49.7K - $68.4K
|
1.3K
$106K
|
|