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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
282+ 36.67% |
$21.3K - $23.4K
|
1.05K
$88.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
274+ 2.28% |
$20.7K - $22.7K
|
12.3K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
270+ 14.93% |
$20.4K - $22.4K
|
2.08K
$176K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
269+ 3.06% |
$20.3K - $22.3K
|
9.06K
$765K
|
|
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
248+ 2.31% |
$18.7K - $20.6K
|
11K
$926K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
234+ 3.45% |
$17.7K - $19.4K
|
7.02K
$593K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
231+ 2.78% |
$17.4K - $19.2K
|
8.53K
$721K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
221New |
$16.7K - $18.3K
|
221
$18.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Clear Street Markets LLC
|
BUY
|
- |
210+ 152.17% |
$15.9K - $17.4K
|
348
$29.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
202+ 0.56% |
$15.3K - $16.8K
|
36.6K
$3.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
195+ 7.43% |
$14.7K - $16.2K
|
2.82K
$238K
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
190+ 13.77% |
$14.4K - $15.8K
|
1.57K
$133K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
188+ 7.42% |
$14.2K - $15.6K
|
2.72K
$230K
|
|
|
Nov 13, 2025
Q3 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
185+ 0.14% |
$14K - $15.3K
|
134K
$11.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
181+ 2.43% |
$13.7K - $15K
|
7.62K
$644K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
170+ 2.45% |
$12.8K - $14.1K
|
7.12K
$601K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
168+ 1.82% |
$12.7K - $13.9K
|
9.39K
$793K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
154+ 141.28% |
$11.6K - $12.8K
|
263
$22.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
151+ 6.63% |
$11.4K - $12.5K
|
2.43K
$205K
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
148+ 0.33% |
$11.2K - $12.3K
|
45.3K
$3.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
140+ 18.25% |
$10.6K - $11.6K
|
907
$76.6K
|
|
|
Jan 20, 2026
Q3 2025
|
Kbc Group Nv
|
BUY
|
- |
139+ 0.44% |
$10.5K - $11.5K
|
31.9K
$2.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
137+ 1.0% |
$10.3K - $11.4K
|
13.8K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
130+ 22.3% |
$9.82K - $10.8K
|
713
$60.2K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
128New |
$9.67K - $10.6K
|
128
$10.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
118+ 3.55% |
$8.91K - $9.79K
|
3.44K
$291K
|
|
|
Oct 23, 2025
Q3 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
112+ 21.13% |
$8.46K - $9.29K
|
642
$54.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
108+ 0.59% |
$8.16K - $8.96K
|
18.3K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
107+ 0.29% |
$8.08K - $8.88K
|
37.2K
$3.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
106+ 4.11% |
$8.01K - $8.79K
|
2.68K
$227K
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
103+ 5.99% |
$7.78K - $8.54K
|
1.82K
$154K
|
|
|
Nov 14, 2025
Q3 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
102+ 8.01% |
$7.7K - $8.46K
|
1.38K
$116K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
100New |
$7.55K - $8.3K
|
100
$8.45K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
100+ 2.24% |
$7.55K - $8.3K
|
4.56K
$385K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
100New |
$7.55K - $8.3K
|
100
$8.45K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
98+ 1.2% |
$7.4K - $8.13K
|
8.24K
$696K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
98+ 3.18% |
$7.4K - $8.13K
|
3.18K
$269K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
89+ 3.33% |
$6.72K - $7.38K
|
2.76K
$233K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
83+ 2.49% |
$6.27K - $6.88K
|
3.42K
$289K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
82+ 2.1% |
$6.19K - $6.8K
|
3.98K
$336K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
76+ 10.63% |
$5.74K - $6.3K
|
791
$66.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
75+ 0.33% |
$5.66K - $6.22K
|
22.8K
$1.93M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
74+ 2.72% |
$5.59K - $6.14K
|
2.8K
$236K
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
66+ 0.7% |
$4.98K - $5.47K
|
9.52K
$804K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65+ 3.87% |
$4.91K - $5.39K
|
1.75K
$147K
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
64+ 0.79% |
$4.83K - $5.31K
|
8.19K
$691K
|
|
|
Oct 20, 2025
Q3 2025
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
62+ 0.87% |
$4.68K - $5.14K
|
7.15K
$604K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
58New |
$4.38K - $4.81K
|
58
$4.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
56+ 76.71% |
$4.23K - $4.65K
|
129
$10.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
56+ 1.35% |
$4.23K - $4.65K
|
4.22K
$356K
|
|