Allworth Financial LP Principal Financial Group Inc Transaction History

Allworth Financial LP

$16.1 Billion
Q3 2024

A detailed history of Allworth Financial LP transactions in Principal Financial Group Inc stock. As of the latest transaction made, Allworth Financial LP holds 7,469 shares of PFG stock, worth $577,353. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,469

Previous 8,160 8.47%

Holding current value

$577,353

Previous $640,000 0.16%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$72.94 - $87.46 $50,401 - $60,434	-691 Reduced 8.47%	7,469 $641,000
Q2 2024 Jul 23, 2024	BUY	$76.66 - $86.01 $6,669 - $7,482	87 Added 1.08%	8,160 $640,000
Q1 2024 Apr 25, 2024	SELL	$77.2 - $86.31 $12,738 - $14,241	-165 Reduced 2.0%	8,073 $696,000
Q4 2023 Jan 24, 2024	SELL	$66.88 - $79.58 $12,573 - $14,961	-188 Reduced 2.23%	8,238 $648,000
Q3 2023 Oct 31, 2023	BUY	$72.0 - $84.1 $1,152 - $1,345	16 Added 0.19%	8,426 $607,000
Q2 2023 Jul 18, 2023	SELL	$65.46 - $77.11 $7,200 - $8,482	-110 Reduced 1.29%	8,410 $637,000
Q1 2023 Apr 18, 2023	BUY	$69.69 - $93.39 $81,258 - $108,892	1,166 Added 15.86%	8,520 $633,000
Q4 2022 Jan 13, 2023	BUY	$75.39 - $95.0 $2,261 - $2,850	30 Added 0.41%	7,354 $0
Q3 2022 Oct 18, 2022	BUY	$61.13 - $79.78 $89,861 - $117,276	1,470 Added 25.11%	7,324 $528,000
Q2 2022 Jul 13, 2022	SELL	$62.84 - $76.21 $23,187 - $28,121	-369 Reduced 5.93%	5,854 $391,000
Q1 2022 Apr 22, 2022	BUY	$64.37 - $78.95 $120,371 - $147,636	1,870 Added 42.96%	6,223 $456,000
Q4 2021 Jan 21, 2022	BUY	$65.12 - $73.93 $10,809 - $12,272	166 Added 3.96%	4,353 $315,000
Q3 2021 Nov 02, 2021	SELL	$59.2 - $68.12 $24,864 - $28,610	-420 Reduced 9.12%	4,187 $270,000
Q2 2021 Aug 02, 2021	BUY	$59.74 - $66.87 $298 - $334	5 Added 0.11%	4,607 $291,000
Q1 2021 Apr 29, 2021	BUY	$48.31 - $61.55 $63,044 - $80,322	1,305 Added 39.58%	4,602 $276,000
Q4 2020 Jan 26, 2021	BUY	$38.25 - $52.6 $27,157 - $37,346	710 Added 27.44%	3,297 $164,000
Q3 2020 Nov 03, 2020	BUY	$37.79 - $46.18 $15,153 - $18,518	401 Added 18.34%	2,587 $104,000
Q2 2020 Jul 24, 2020	SELL	$26.41 - $48.72 $34,148 - $62,994	-1,293 Reduced 37.17%	2,186 $91,000
Q1 2020 Apr 17, 2020	BUY	$24.16 - $57.08 $31,625 - $74,717	1,309 Added 60.32%	3,479 $109,000
Q4 2019 Jan 16, 2020	BUY	$52.35 - $57.4 $56,904 - $62,393	1,087 Added 100.37%	2,170 $119,000
Q3 2019 Oct 09, 2019	BUY	$52.18 - $60.68 $260 - $303	5 Added 0.46%	1,083 $62,000
Q2 2019 Jul 25, 2019	BUY	$51.57 - $57.92 $257 - $289	5 Added 0.47%	1,078 $62,000
Q1 2019 May 07, 2019	BUY	$43.39 - $53.09 $216 - $265	5 Added 0.47%	1,073 $54,000
Q1 2018 May 02, 2018	BUY	$57.76 - $75.04 $11,089 - $14,407	192 Added 21.92%	1,068 $65,000
Q2 2017 Aug 07, 2017	BUY	N/A	876	876 $56,000

Others Institutions Holding PFG

# of Institutions

836

Shares Held

159M

Call Options Held

177K

Put Options Held

119K

View Full List

About PRINCIPAL FINANCIAL GROUP INC

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $19.3B
Description
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and In...

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Allworth Financial LP Principal Financial Group Inc Transaction History