Latest Institutional Sells of Principal Financial Group Inc (PFG)

PFG Quotes by TradingView

This list provides information on the latest institutional transactions involving Principal Financial Group Inc (PFG) stock that were sells. 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 sale has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-1.8K
Closed
$87K - $111K
0 $0
May 07, 2021 Q1 2021
Old Second National Bank Of Aurora

SELL
 -
-1.27K
- 80.9%
$61.4K - $78.2K
300 $22.9K
May 12, 2021 Q1 2021
True Private Wealth Advisors

SELL
 -
-1.05K
Closed
$50.5K - $64.4K
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-664
Closed
$32.1K - $40.9K
0 $0
May 12, 2021 Q1 2021
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-517
Closed
$25K - $31.8K
0 $0
May 05, 2021 Q1 2021
Goodwin Investment Advisory

Woodstock, GA
SELL
 -
-431
Closed
$20.8K - $26.5K
0 $0
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-393
Closed
$19K - $24.2K
0 $0
May 21, 2021 Q1 2021
Childress Capital Advisors, LLC

Houston, TX
SELL
 -
-338
Closed
$16.3K - $20.8K
0 $0
May 14, 2021 Q1 2021
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-302
Closed
$14.6K - $18.6K
0 $0
Apr 23, 2021 Q1 2021
Tradewinds Capital Management, LLC

SELL
 -
-300
Closed
$14.5K - $18.5K
0 $0
May 13, 2021 Q1 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-196
Closed
$9.47K - $12.1K
0 $0
May 06, 2021 Q1 2021
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-183
Closed
$8.84K - $11.3K
0 $0
Apr 28, 2021 Q1 2021
Ifs Advisors, LLC

SELL
 -
-127
Closed
$6.14K - $7.82K
0 $0
Apr 20, 2021 Q1 2021
Fortem Financial Group, LLC

SELL
 -
-40
Closed
$1.93K - $2.46K
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
Zacks Investment Management

Chicago, IL
SELL
 -
-59.9K
Closed
$2.29M - $3.15M
0 $0
Feb 16, 2021 Q4 2020
Athanor Capital, LP

New York, NY
SELL
 -
-41K
Closed
$1.57M - $2.16M
0 $0
Feb 11, 2021 Q4 2020
Kalos Management, Inc.

Alpharetta, GA
SELL
 -
-40.5K
Closed
$1.55M - $2.13M
0 $0
Feb 05, 2021 Q4 2020
Convergence Investment Partners, LLC

SELL
 -
-35.5K
Closed
$1.36M - $1.87M
0 $0
Feb 10, 2021 Q4 2020
Jupiter Asset Management LTD

SELL
 -
-19.5K
Closed
$748K - $1.03M
0 $0
Feb 12, 2021 Q4 2020
Srb Corp

Boston, MA
SELL
 -
-13.5K
Closed
$517K - $711K
0 $0
Feb 16, 2021 Q4 2020
Pdt Partners, LLC

New York, NY
SELL
 -
-8.9K
Closed
$340K - $468K
0 $0
Feb 04, 2021 Q4 2020
Steel Peak Wealth Management LLC

SELL
 -
-7.5K
Closed
$287K - $394K
0 $0
Feb 03, 2021 Q4 2020
Jackson Creek Investment Advisors LLC

SELL
 -
-5.59K
Closed
$214K - $294K
0 $0
Feb 11, 2021 Q4 2020
Slow Capital, Inc.

SELL
 -
-1.51K
Closed
$57.7K - $79.4K
0 $0
Feb 16, 2021 Q4 2020
Prelude Capital Management, LLC

New York, NY
SELL
 -
-978
Closed
$37.4K - $51.4K
0 $0
Jan 15, 2021 Q4 2020
Westside Investment Management, Inc.

SELL
 -
-700
Closed
$26.8K - $36.8K
0 $0
Mar 05, 2021 Q4 2020
Chiron Capital Management, LLC

SELL
 -
-353
Closed
$13.5K - $18.6K
0 $0
Feb 12, 2021 Q4 2020
F3 Logic, LLC

SELL
 -
-185
Closed
$7.08K - $9.73K
0 $0
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-174
Closed
$6.66K - $9.15K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-113
Closed
$4.32K - $5.94K
0 $0
Feb 04, 2021 Q4 2020
Clear Harbor Asset Management, LLC

SELL
 -
-100
Closed
$3.83K - $5.26K
0 $0
Feb 05, 2021 Q4 2020
Rational Advisors LLC

Huntington, NY
SELL
 -
-98
Closed
$3.75K - $5.15K
0 $0
Jan 29, 2021 Q4 2020
Usa Financial Portformulas Corp

Ada, MI
SELL
 -
-23
Closed
$880 - $1.21K
0 $0
Q3 2020
Nov 02, 2020 Q3 2020
Davidson Investment Advisors

SELL
 -
-149K
Closed
$5.64M - $6.9M
0 $0
Nov 13, 2020 Q3 2020
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-53.6K
Closed
$2.03M - $2.47M
0 $0
Oct 28, 2020 Q3 2020
Stone Ridge Asset Management LLC

SELL
 -
-21.6K
Closed
$816K - $997K
0 $0
Oct 05, 2020 Q3 2020
Municipal Employees' Retirement System Of Michigan

SELL
 -
-19.2K
Closed
$724K - $885K
0 $0
Nov 13, 2020 Q3 2020
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-10.8K
Closed
$408K - $498K
0 $0
Oct 23, 2020 Q3 2020
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-10.2K
Closed
$384K - $469K
0 $0
Nov 06, 2020 Q3 2020
Todd Asset Management LLC

SELL
 -
-6.98K
Closed
$264K - $322K
0 $0
Nov 12, 2020 Q3 2020
Grimes & Company, Inc.

SELL
 -
-5.65K
Closed
$214K - $261K
0 $0
Nov 12, 2020 Q3 2020
Citizens Financial Group Inc

SELL
 -
-4.17K
Closed
$158K - $193K
0 $0
Nov 05, 2020 Q3 2020
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-1.93K
Closed
$73K - $89.2K
0 $0
Nov 13, 2020 Q3 2020
Ovata Capital Management LTD

SELL
 -
-480
Closed
$18.1K - $22.2K
0 $0
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-319
Closed
$12.1K - $14.7K
0 $0
Oct 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-200
Closed
$7.56K - $9.24K
0 $0
Oct 06, 2020 Q3 2020
First Premier Bank

SELL
 -
-125
Closed
$4.72K - $5.77K
0 $0
Oct 23, 2020 Q3 2020
Patriot Investment Management Inc.

SELL
 -
-102
Closed
$3.85K - $4.71K
0 $0
Oct 27, 2020 Q3 2020
Steph & CO

SELL
 -
-100
Closed
$3.78K - $4.62K
0 $0

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