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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.13K+ 9.97% |
$82.1K - $98.4K
|
12.4K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.12K+ 33.61% |
$81.7K - $98K
|
4.45K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
1.06K+ 4.28% |
$77.3K - $92.7K
|
25.8K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
993+ 11.3% |
$72.4K - $86.8K
|
9.78K
$799K
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
989+ 0.81% |
$72.1K - $86.5K
|
123K
$10M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
988+ 11.39% |
$72.1K - $86.4K
|
9.66K
$789K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
984+ 3.36% |
$71.8K - $86.1K
|
30.3K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
945+ 3.74% |
$68.9K - $82.6K
|
26.2K
$2.14M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
934+ 13.82% |
$68.1K - $81.7K
|
7.69K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
932+ 17.74% |
$68K - $81.5K
|
6.19K
$505K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
924+ 30.09% |
$67.4K - $80.8K
|
4K
$326K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
892+ 13.66% |
$65.1K - $78K
|
7.42K
$606K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
834+ 22.56% |
$60.8K - $72.9K
|
4.53K
$370K
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
831+ 37.79% |
$60.6K - $72.7K
|
3.03K
$247K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
799+ 21.03% |
$58.3K - $69.9K
|
4.6K
$375K
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
798+ 13.06% |
$58.2K - $69.8K
|
6.91K
$564K
|
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
780+ 3.91% |
$56.9K - $68.2K
|
20.7K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
779+ 0.7% |
$56.8K - $68.1K
|
112K
$9.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
754+ 2.75% |
$55K - $65.9K
|
28.1K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
751+ 69.93% |
$54.8K - $65.7K
|
1.83K
$149K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
717+ 2.52% |
$52.3K - $62.7K
|
29.2K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
713+ 4.07% |
$52K - $62.4K
|
18.2K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
697+ 5.47% |
$50.8K - $61K
|
13.4K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
689+ 7.75% |
$50.3K - $60.3K
|
9.58K
$782K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
680+ 0.52% |
$49.6K - $59.5K
|
131K
$10.7M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
670+ 5.29% |
$48.9K - $58.6K
|
13.3K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
664New |
$48.4K - $58.1K
|
664
$54.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
654+ 419.23% |
$47.7K - $57.2K
|
810
$66.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
609New |
$44.4K - $53.3K
|
609
$49.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
600+ 16.67% |
$43.8K - $52.5K
|
4.2K
$343K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
582New |
$42.5K - $50.9K
|
582
$47.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
542+ 15.06% |
$39.5K - $47.4K
|
4.14K
$338K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
533+ 4.98% |
$38.9K - $46.6K
|
11.2K
$917K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
523New |
$38.1K - $45.7K
|
523
$42.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
523+ 0.9% |
$38.1K - $45.7K
|
58.5K
$4.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
500+ 1.36% |
$36.5K - $43.7K
|
37.1K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
500New |
$36.5K - $43.7K
|
500
$40.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
480New |
$35K - $42K
|
480
$39.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
464+ 1.09% |
$33.8K - $40.6K
|
43.2K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
457+ 1.69% |
$33.3K - $40K
|
27.5K
$2.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
422+ 2.49% |
$30.8K - $36.9K
|
17.4K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
PUT |
400+ 100.0% |
$29.2K - $35K
|
800
$65.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
385+ 132.76% |
$28.1K - $33.7K
|
675
$55.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
385New |
$28.1K - $33.7K
|
385
$31.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
379+ 12.08% |
$27.6K - $33.1K
|
3.52K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
360+ 5.57% |
$26.3K - $31.5K
|
6.82K
$557K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
357+ 6.38% |
$26K - $31.2K
|
5.96K
$486K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
347New |
$25.3K - $30.3K
|
347
$28.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
343+ 4.98% |
$25K - $30K
|
7.23K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
291+ 2.48% |
$21.2K - $25.5K
|
12K
$980K
|