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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2023
Q2 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3KNew |
$196K - $231K
|
3K
$253K
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.88KNew |
$188K - $222K
|
2.88K
$243K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.87KNew |
$188K - $222K
|
2.87K
$243K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.75KNew |
$180K - $212K
|
2.75K
$232K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2K+ 92.81% |
$131K - $154K
|
4.16K
$351K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.39KNew |
$91.1K - $107K
|
1.39K
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
521+ 15.99% |
$34.1K - $40.2K
|
3.78K
$319K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
457New |
$29.9K - $35.2K
|
457
$38.6K
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
148+ 3.15% |
$9.69K - $11.4K
|
4.85K
$410K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
129+ 8.17% |
$8.44K - $9.95K
|
1.71K
$144K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
127New |
$8.31K - $9.79K
|
127
$10.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
89+ 2.81% |
$5.83K - $6.86K
|
3.26K
$275K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
70+ 70.0% |
$4.58K - $5.4K
|
170
$14.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
30+ 0.73% |
$1.96K - $2.31K
|
4.12K
$348K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15New |
$982 - $1.16K
|
15
$1.27K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9+ 34.62% |
$589 - $694
|
35
$2.96K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8New |
$524 - $617
|
8
$676
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
61.2KNew |
$4.26M - $5.71M
|
61.2K
$5.17M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
15KNew |
$1.04M - $1.4M
|
15K
$1.26M
|
|
|
Apr 04, 2023
Q1 2023
|
Polianta LTD
|
BUY
|
- |
14KNew |
$976K - $1.31M
|
14K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
4.99KNew |
$348K - $466K
|
4.99K
$422K
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.8KNew |
$265K - $355K
|
3.8K
$321K
|
|
|
May 12, 2023
Q1 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
3.06KNew |
$213K - $286K
|
3.06K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
3KNew |
$209K - $280K
|
3K
$253K
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.96KNew |
$206K - $277K
|
2.96K
$250K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.78KNew |
$193K - $259K
|
2.78K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
700New |
$48.8K - $65.4K
|
700
$59.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
600New |
$41.8K - $56K
|
600
$50.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
449New |
$31.3K - $41.9K
|
449
$37.9K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
331+ 6.13% |
$23.1K - $30.9K
|
5.73K
$484K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
323+ 19.78% |
$22.5K - $30.2K
|
1.96K
$165K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
215+ 3.25% |
$15K - $20.1K
|
6.82K
$576K
|
|
|
May 09, 2023
Q1 2023
|
Belmont Capital, LLC
|
BUY
|
- |
198New |
$13.8K - $18.5K
|
198
$16.7K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
115New |
$8.01K - $10.7K
|
115
$9.71K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
96New |
$6.69K - $8.97K
|
96
$8.11K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
42New |
$2.93K - $3.92K
|
42
$3.55K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
41+ 0.13% |
$2.86K - $3.83K
|
32.7K
$2.76M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
38+ 2.07% |
$2.65K - $3.55K
|
1.88K
$158K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
30+ 100.0% |
$2.09K - $2.8K
|
60
$5.07K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
16New |
$1.12K - $1.49K
|
16
$1.35K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
16New |
$1.12K - $1.49K
|
16
$1.35K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
7New |
$488 - $654
|
7
$591
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6New |
$418 - $560
|
6
$507
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.87MNew |
$141M - $178M
|
1.87M
$158M
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
15.9KNew |
$1.2M - $1.51M
|
15.9K
$1.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
10.8K+ 6200.0% |
$813K - $1.02M
|
11K
$926K
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
8.92KNew |
$673K - $847K
|
8.92K
$754K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
8.34KNew |
$628K - $792K
|
8.34K
$704K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
6.36KNew |
$480K - $604K
|
6.36K
$537K
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
5.31KNew |
$400K - $505K
|
5.31K
$449K
|
|