Bank Of Montreal Principal Financial Group Inc Transaction History

Bank Of Montreal

$214 Billion
Q3 2024

A detailed history of Bank Of Montreal transactions in Principal Financial Group Inc stock. As of the latest transaction made, Bank Of Montreal holds 503,735 shares of PFG stock, worth $41.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

503,735

Previous 357,262 41.0%

Holding current value

$41.1 Million

Previous $28 Million 54.4%

% of portfolio

0.02%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$72.94 - $87.46 $10.7 Million - $12.8 Million	146,473 Added 41.0%	503,735 $43.3 Million
Q2 2024 Aug 14, 2024	BUY	$76.66 - $86.01 $9.21 Million - $10.3 Million	120,100 Added 50.64%	357,262 $28 Million
Q1 2024 May 13, 2024	BUY	$77.2 - $86.31 $1.11 Million - $1.24 Million	14,414 Added 6.47%	237,162 $20.5 Million
Q4 2023 Feb 08, 2024	BUY	$66.88 - $79.58 $3.41 Million - $4.06 Million	51,031 Added 29.72%	222,748 $17.5 Million
Q3 2023 Nov 01, 2023	SELL	$72.0 - $84.1 $98,424 - $114,964	-1,367 Reduced 0.79%	171,717 $12.4 Million
Q2 2023 Aug 02, 2023	BUY	$65.46 - $77.11 $278,401 - $327,948	4,253 Added 2.52%	173,084 $13.1 Million
Q1 2023 Jun 13, 2024	SELL	$69.69 - $93.39 $4.39 Million - $5.89 Million	-63,051 Reduced 26.59%	174,111 $12.9 Million
Q4 2022 Feb 01, 2023	BUY	$75.39 - $95.0 $1.34 Million - $1.69 Million	17,760 Added 11.76%	168,831 $14.2 Million
Q3 2022 Nov 10, 2022	SELL	$61.13 - $79.78 $641,987 - $837,849	-10,502 Reduced 6.5%	151,071 $10.9 Million
Q2 2022 Aug 11, 2022	SELL	$62.84 - $76.21 $360,575 - $437,292	-5,738 Reduced 3.43%	161,573 $11.1 Million
Q1 2022 May 12, 2022	SELL	$64.37 - $78.95 $25.3 Million - $31.1 Million	-393,376 Reduced 70.16%	167,311 $12.5 Million
Q4 2021 Feb 11, 2022	SELL	$65.12 - $73.93 $127 Million - $144 Million	-1,947,250 Reduced 77.64%	560,687 $40.6 Million
Q3 2021 Nov 12, 2021	BUY	$59.2 - $68.12 $50.7 Million - $58.3 Million	855,978 Added 51.82%	2,507,937 $165 Million
Q2 2021 Aug 12, 2021	BUY	$59.74 - $66.87 $98.7 Million - $110 Million	1,651,959 New	1,651,959 $106 Million

Others Institutions Holding PFG

# of Institutions

830

Shares Held

158M

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 $20.4B
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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