Atria Investments LLC Principal Financial Group Inc Transaction History

Atria Investments LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$76.66 - $86.01 $197,092 - $221,131	2,571 New	2,571 $201,000
Q1 2020 May 15, 2020	SELL	$24.16 - $57.08 $229,785 - $542,887	-9,511 Reduced 54.95%	7,796 $244,000
Q4 2019 Feb 11, 2020	SELL	$52.35 - $57.4 $249,500 - $273,568	-4,766 Reduced 21.59%	17,307 $952,000
Q3 2019 Nov 14, 2019	SELL	$52.18 - $60.68 $202,093 - $235,013	-3,873 Reduced 14.93%	22,073 $1.26 Million
Q2 2019 Aug 26, 2019	BUY	$51.57 - $57.92 $764,009 - $858,084	14,815 Added 133.1%	25,946 $1.38 Million
Q2 2019 Aug 09, 2019	BUY	$51.57 - $57.92 $574,025 - $644,707	11,131 New	11,131 $1.02 Million
Q4 2018 Feb 12, 2019	SELL	$41.08 - $60.65 $1.35 Million - $1.99 Million	-32,812 Closed	0 $0
Q3 2018 Oct 09, 2018	SELL	$52.86 - $59.54 $334,973 - $377,304	-6,337 Reduced 16.19%	32,812 $1.92 Million
Q2 2018 Jul 13, 2018	BUY	$52.58 - $61.46 $2.06 Million - $2.41 Million	39,149 New	39,149 $2.07 Million

835

159M

177K

119K

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $21.6B
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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