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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.32K+ 25.21% |
$250K - $315K
|
16.5K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
3.1KNew |
$233K - $294K
|
3.1K
$261K
|
|
|
Jan 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
BUY
|
- |
2.75KNew |
$208K - $262K
|
2.75K
$233K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.72KNew |
$205K - $258K
|
2.72K
$229K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
2.61KNew |
$196K - $248K
|
2.61K
$220K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
2.58KNew |
$195K - $245K
|
2.58K
$218K
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
2.58KNew |
$195K - $245K
|
2.58K
$218K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
2.56KNew |
$193K - $243K
|
2.56K
$216K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.55KNew |
$192K - $243K
|
2.55K
$216K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
2.48K+ 56.76% |
$187K - $236K
|
6.85K
$579K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.42KNew |
$183K - $230K
|
2.42K
$205K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
947New |
$71.4K - $90K
|
947
$80K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
922New |
$69.5K - $87.6K
|
922
$77.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
700New |
$52.8K - $66.5K
|
700
$59.1K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
679+ 23.36% |
$51.2K - $64.5K
|
3.59K
$303K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
450New |
$33.9K - $42.8K
|
450
$38K
|
|
|
Jan 26, 2023
Q4 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
411New |
$31K - $39K
|
411
$34.7K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
387New |
$29.2K - $36.8K
|
387
$32.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
357+ 7.7% |
$26.9K - $33.9K
|
4.99K
$422K
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
300New |
$22.6K - $28.5K
|
300
$25.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
300New |
$22.6K - $28.5K
|
300
$25.3K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
192New |
$14.5K - $18.2K
|
192
$16.2K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
122New |
$9.2K - $11.6K
|
122
$10.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
121New |
$9.12K - $11.5K
|
121
$10.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
120+ 4.25% |
$9.05K - $11.4K
|
2.95K
$249K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
118New |
$8.9K - $11.2K
|
118
$9.97K
|
|
|
Feb 06, 2023
Q4 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
100New |
$7.54K - $9.5K
|
100
$8.45K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
53New |
$4K - $5.04K
|
53
$4.48K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
20New |
$1.51K - $1.9K
|
20
$1.69K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4+ 0.11% |
$302 - $380
|
3.56K
$301K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
160K+ 3907.81% |
$9.79M - $12.8M
|
164K
$13.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
42.8K+ 14.41% |
$2.62M - $3.42M
|
340K
$28.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
18.9KNew |
$1.16M - $1.51M
|
18.9K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
11.5KNew |
$704K - $918K
|
11.5K
$972K
|
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
3.86KNew |
$236K - $308K
|
3.86K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
3.65KNew |
$223K - $291K
|
3.65K
$308K
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.56KNew |
$217K - $284K
|
3.56K
$300K
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
3.4KNew |
$208K - $271K
|
3.4K
$287K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.25KNew |
$199K - $259K
|
3.25K
$275K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.38KNew |
$146K - $190K
|
2.38K
$201K
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$143K - $187K
|
2.34K
$198K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.26KNew |
$138K - $180K
|
2.26K
$191K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.99KNew |
$122K - $159K
|
1.99K
$168K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.2KNew |
$73.3K - $95.7K
|
1.2K
$101K
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
900New |
$55K - $71.8K
|
900
$76K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
787+ 12.0% |
$48.1K - $62.8K
|
7.34K
$620K
|
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
718+ 11.42% |
$43.9K - $57.3K
|
7.01K
$592K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
360+ 116.13% |
$22K - $28.7K
|
670
$56.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
321New |
$19.6K - $25.6K
|
321
$27.1K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
304+ 3.5% |
$18.6K - $24.3K
|
9K
$760K
|
|