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
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
133New |
$9.7K - $11.6K
|
133
$11K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
132New |
$9.63K - $11.5K
|
132
$10.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
115+ 1.84% |
$8.39K - $10.1K
|
6.37K
$525K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
114+ 4.3% |
$8.32K - $9.97K
|
2.77K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
100+ 5.89% |
$7.29K - $8.75K
|
1.8K
$148K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
100+ 2.77% |
$7.29K - $8.75K
|
3.71K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
87+ 0.45% |
$6.35K - $7.61K
|
19.5K
$1.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
82+ 56.16% |
$5.98K - $7.17K
|
228
$18.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
79+ 1.7% |
$5.76K - $6.91K
|
4.74K
$391K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
63+ 5.72% |
$4.6K - $5.51K
|
1.17K
$96.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
59+ 2.37% |
$4.3K - $5.16K
|
2.55K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55+ 0.99% |
$4.01K - $4.81K
|
5.6K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51+ 0.38% |
$3.72K - $4.46K
|
13.4K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
49+ 19.6% |
$3.57K - $4.29K
|
299
$24.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 12.61% |
$3.14K - $3.76K
|
384
$31.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
43+ 0.19% |
$3.14K - $3.76K
|
23.3K
$1.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
42+ 0.46% |
$3.06K - $3.67K
|
9.11K
$751K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
42New |
$3.06K - $3.67K
|
42
$3.46K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
41+ 0.09% |
$2.99K - $3.59K
|
45.3K
$3.73M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
39+ 13.54% |
$2.84K - $3.41K
|
327
$27K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
35+ 0.62% |
$2.55K - $3.06K
|
5.71K
$471K
|
|
|
Nov 08, 2024
Q3 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
31+ 0.83% |
$2.26K - $2.71K
|
3.76K
$310K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
30+ 5.73% |
$2.19K - $2.62K
|
554
$45.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28+ 4.26% |
$2.04K - $2.45K
|
686
$56.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
17+ 0.57% |
$1.24K - $1.49K
|
3K
$247K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12+ 0.19% |
$875 - $1.05K
|
6.45K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8+ 6.56% |
$584 - $700
|
130
$10.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8+ 0.13% |
$584 - $700
|
6.13K
$505K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8+ 3.49% |
$584 - $700
|
237
$19.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 7.62% |
$584 - $700
|
113
$9.32K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 3.27% |
$511 - $612
|
221
$18.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
6+ 0.86% |
$438 - $525
|
703
$58K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.25% |
$219 - $262
|
1.22K
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3+ 16.67% |
$219 - $262
|
21
$1.73K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3+ 0.08% |
$219 - $262
|
3.54K
$292K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2+ 0.56% |
$146 - $175
|
358
$29.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.03% |
$146 - $175
|
6.26K
$516K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 5.0% |
$72.9 - $87.5
|
21
$1.73K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1+ 0.0% |
$72.9 - $87.5
|
171K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1+ 0.0% |
$72.9 - $87.5
|
34.6K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1+ 0.04% |
$72.9 - $87.5
|
2.59K
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.03% |
$72.9 - $87.5
|
3.15K
$259K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$72.9 - $87.5
|
2
$165
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
331K+ 1.7% |
$25.4M - $28.5M
|
19.8M
$1.63B
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
105KNew |
$8.05M - $9.03M
|
105K
$8.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
99.5KNew |
$7.62M - $8.55M
|
99.5K
$8.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
86.3K+ 59.23% |
$6.62M - $7.43M
|
232K
$19.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
43.5K+ 135.12% |
$3.34M - $3.75M
|
75.8K
$6.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
36.8KNew |
$2.82M - $3.17M
|
36.8K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
26.8KNew |
$2.05M - $2.3M
|
26.8K
$2.21M
|
|