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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-43- 8.4% |
$3.25K - $3.57K
|
469
$39.6K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-42- 0.86% |
$3.17K - $3.48K
|
4.87K
$411K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-40- 3.48% |
$3.02K - $3.32K
|
1.11K
$93.8K
|
|
|
Oct 03, 2025
Q3 2025
|
Iowa State Bank
|
SELL
|
- |
-38- 0.66% |
$2.87K - $3.15K
|
5.73K
$484K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-36- 40.45% |
$2.72K - $2.99K
|
53
$4.48K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-30- 8.38% |
$2.27K - $2.49K
|
328
$27.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-30- 30.0% |
$2.27K - $2.49K
|
70
$5.91K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-25- 0.94% |
$1.89K - $2.07K
|
2.65K
$224K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-24- 1.31% |
$1.81K - $1.99K
|
1.81K
$153K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-20- 0.26% |
$1.51K - $1.66K
|
7.55K
$638K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-19- 0.3% |
$1.44K - $1.58K
|
6.28K
$530K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-19- 0.62% |
$1.44K - $1.58K
|
3.03K
$256K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-15- 18.99% |
$1.13K - $1.24K
|
64
$5.41K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-14- 50.0% |
$1.06K - $1.16K
|
14
$1.18K
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-13- 0.31% |
$982 - $1.08K
|
4.2K
$355K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-11- 11.7% |
$831 - $912
|
83
$7.01K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11- 1.0% |
$831 - $912
|
1.09K
$92.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8- 0.1% |
$604 - $664
|
7.62K
$643K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-7- 0.25% |
$529 - $581
|
2.84K
$240K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-6- 28.57% |
$453 - $498
|
15
$1.27K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-5- 1.12% |
$378 - $415
|
442
$37.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 0.81% |
$302 - $332
|
490
$41.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-3- 0.1% |
$227 - $249
|
2.9K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
SELL
|
- |
-1- 2.22% |
$75.5 - $83
|
44
$3.72K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 5.0% |
$75.5 - $83
|
19
$1.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.08% |
$75.5 - $83
|
1.23K
$104K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 0.78% |
$75.5 - $83
|
128
$10.8K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1- 14.29% |
$75.5 - $83
|
6
$507
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1- 0.14% |
$75.5 - $83
|
725
$61.2K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.96M- 94.56% |
$136M - $169M
|
113K
$9.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-134K- 80.84% |
$9.32M - $11.5M
|
31.8K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-35.7K- 65.97% |
$2.48M - $3.08M
|
18.4K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-10.9K- 54.52% |
$756K - $936K
|
9.06K
$765K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-8.39K- 37.35% |
$583K - $723K
|
14.1K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
CALL |
-7.5K- 72.82% |
$522K - $646K
|
2.8K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-7.33K- 32.23% |
$510K - $632K
|
15.4K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-6.99K- 66.27% |
$486K - $602K
|
3.56K
$300K
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5.53K- 97.05% |
$385K - $477K
|
168
$14.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-5.06K- 6.6% |
$352K - $436K
|
71.6K
$6.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-3.04K- 16.64% |
$212K - $262K
|
15.2K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.52K- 14.98% |
$176K - $218K
|
14.3K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.13K- 13.14% |
$148K - $183K
|
14.1K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-1.84K- 65.65% |
$128K - $158K
|
960
$81.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.61K- 88.56% |
$112K - $139K
|
208
$17.6K
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-1.56K- 30.12% |
$108K - $134K
|
3.61K
$305K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.4K- 16.09% |
$97K - $120K
|
7.28K
$615K
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-845- 3.08% |
$58.8K - $72.8K
|
26.6K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-728- 18.81% |
$50.6K - $62.7K
|
3.14K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-542- 13.09% |
$37.7K - $46.7K
|
3.6K
$304K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-439- 0.42% |
$30.5K - $37.8K
|
105K
$8.88M
|
|