Latest Institutional Sells of Principal Financial Group Inc (PFG)
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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-833- 18.91% |
$60.8K - $72.9K
|
3.57K
$273K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-813- 3.43% |
$59.3K - $71.1K
|
22.9K
$1.75M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-805- 1.81% |
$58.7K - $70.4K
|
43.7K
$3.34M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-796- 46.14% |
$58.1K - $69.6K
|
929
$70.9K
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-778- 3.72% |
$56.7K - $68K
|
20.1K
$1.54M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-770- 8.35% |
$56.2K - $67.3K
|
8.45K
$645K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-731- 34.81% |
$53.3K - $63.9K
|
1.37K
$105K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-726- 10.94% |
$53K - $63.5K
|
5.91K
$451K
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-720- 2.23% |
$52.5K - $63K
|
31.6K
$2.41M
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-702- 11.17% |
$51.2K - $61.4K
|
5.58K
$426K
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
SELL
|
- |
-699- 0.81% |
$51K - $61.1K
|
85.8K
$6.55M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-691- 8.47% |
$50.4K - $60.4K
|
7.47K
$570K
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-647- 9.3% |
$47.2K - $56.6K
|
6.31K
$482K
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-643- 18.36% |
$46.9K - $56.2K
|
2.86K
$218K
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-616- 4.97% |
$44.9K - $53.9K
|
11.8K
$900K
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-600- 1.55% |
$43.8K - $52.5K
|
38K
$2.9M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-592- 5.47% |
$43.2K - $51.8K
|
10.2K
$781K
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-569- 3.15% |
$41.5K - $49.8K
|
17.5K
$1.33M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-556- 70.74% |
$40.6K - $48.6K
|
230
$17.6K
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-536- 7.72% |
$39.1K - $46.9K
|
6.41K
$489K
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-505- 36.59% |
$36.8K - $44.2K
|
875
$66.8K
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-500- 4.52% |
$36.5K - $43.7K
|
10.6K
$806K
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-496- 3.59% |
$36.2K - $43.4K
|
13.3K
$1.02M
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-495- 5.02% |
$36.1K - $43.3K
|
9.36K
$715K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-470- 9.34% |
$34.3K - $41.1K
|
4.56K
$348K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-465- 22.93% |
$33.9K - $40.7K
|
1.56K
$119K
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-417- 2.57% |
$30.4K - $36.5K
|
15.8K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-415- 13.38% |
$30.3K - $36.3K
|
2.69K
$205K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-415- 1.58% |
$30.3K - $36.3K
|
25.8K
$1.97M
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-406- 1.3% |
$29.6K - $35.5K
|
30.9K
$2.36M
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-400- 27.32% |
$29.2K - $35K
|
1.06K
$81.2K
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-365- 4.61% |
$26.6K - $31.9K
|
7.55K
$577K
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-364- 6.62% |
$26.6K - $31.8K
|
5.13K
$392K
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-331- 8.35% |
$24.1K - $28.9K
|
3.64K
$277K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-327- 9.63% |
$23.9K - $28.6K
|
3.07K
$234K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-325- 16.05% |
$23.7K - $28.4K
|
1.7K
$130K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-324- 11.65% |
$23.6K - $28.3K
|
2.46K
$188K
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-322- 4.56% |
$23.5K - $28.2K
|
6.74K
$515K
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-320- 6.37% |
$23.3K - $28K
|
4.7K
$359K
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-300- 0.04% |
$21.9K - $26.2K
|
696K
$53.1M
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-296- 7.44% |
$21.6K - $25.9K
|
3.68K
$281K
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-292- 4.05% |
$21.3K - $25.5K
|
6.92K
$528K
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-290- 1.57% |
$21.2K - $25.4K
|
18.2K
$1.39M
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-279- 3.18% |
$20.4K - $24.4K
|
8.5K
$649K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-275- 9.7% |
$20.1K - $24.1K
|
2.56K
$195K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-274- 7.76% |
$20K - $24K
|
3.26K
$249K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-269- 2.79% |
$19.6K - $23.5K
|
9.36K
$715K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-260- 8.68% |
$19K - $22.7K
|
2.73K
$209K
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-250- 6.18% |
$18.2K - $21.9K
|
3.8K
$290K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-243- 7.76% |
$17.7K - $21.3K
|
2.89K
$221K
|