A detailed history of Beacon Pointe Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 3,572 shares of PFG stock, worth $276,972. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,572
Previous 4,405 18.91%
Holding current value
$276,972
Previous $345,000 11.3%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$72.94 - $87.46 $60,759 - $72,854
-833 Reduced 18.91%
3,572 $306,000
Q2 2024

Aug 12, 2024

SELL
$76.66 - $86.01 $4,752 - $5,332
-62 Reduced 1.39%
4,405 $345,000
Q1 2024

May 14, 2024

SELL
$77.2 - $86.31 $6,484 - $7,250
-84 Reduced 1.85%
4,467 $385,000
Q4 2023

Feb 08, 2024

SELL
$66.88 - $79.58 $25,146 - $29,922
-376 Reduced 7.63%
4,551 $358,000
Q3 2023

Nov 14, 2023

SELL
$72.0 - $84.1 $48,168 - $56,262
-669 Reduced 11.95%
4,927 $355,000
Q2 2023

Aug 11, 2023

SELL
$65.46 - $77.11 $785 - $925
-12 Reduced 0.21%
5,596 $424,000
Q1 2023

May 12, 2023

SELL
$69.69 - $93.39 $37,284 - $49,963
-535 Reduced 8.71%
5,608 $416,000
Q4 2022

Feb 14, 2023

BUY
$75.39 - $95.0 $7,614 - $9,595
101 Added 1.67%
6,143 $515,000
Q3 2022

Nov 09, 2022

BUY
$61.13 - $79.78 $17,483 - $22,817
286 Added 4.97%
6,042 $435,000
Q2 2022

Aug 11, 2022

SELL
$62.84 - $76.21 $44,993 - $54,566
-716 Reduced 11.06%
5,756 $387,000
Q1 2022

May 17, 2022

BUY
$64.37 - $78.95 $176,051 - $215,928
2,735 Added 73.19%
6,472 $475,000
Q4 2021

Feb 14, 2022

SELL
$65.12 - $73.93 $52,812 - $59,957
-811 Reduced 17.83%
3,737 $270,000
Q3 2021

Nov 15, 2021

BUY
$59.2 - $68.12 $35,520 - $40,872
600 Added 15.2%
4,548 $293,000
Q2 2021

Aug 17, 2021

BUY
$59.74 - $66.87 $235,853 - $264,002
3,948 New
3,948 $249,000

Others Institutions Holding PFG

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...
More about PFG
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