Allworth Financial LP Principal Financial Group Inc Transaction History

Allworth Financial LP

  • $15.5 Billion
  • Q2 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 8,160 shares of PFG stock, worth $702,494. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,160
Previous 8,073 1.08%
Holding current value
$702,494
Previous $696,000 8.05%
% of portfolio
0.0%
Previous 0.0%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
847
Shares Held
164M
Call Options Held
172K
Put Options Held
166K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $21.5B
  • 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...
More about PFG
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