Benjamin F. Edwards & Company, Inc. Principal Financial Group Inc Transaction History

Benjamin F. Edwards & Company, Inc.

$5.51 Billion
Q1 2024

A detailed history of Benjamin F. Edwards & Company, Inc. transactions in Principal Financial Group Inc stock. As of the latest transaction made, Benjamin F. Edwards & Company, Inc. holds 4,343 shares of PFG stock, worth $340,751. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,343

Previous 4,267 1.78%

Holding current value

$340,751

Previous $336,000 11.61%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$77.2 - $86.31 $5,867 - $6,559	76 Added 1.78%	4,343 $375,000
Q4 2023 Feb 06, 2024	BUY	$66.88 - $79.58 $261,032 - $310,600	3,903 Added 1072.25%	4,267 $336,000
Q3 2023 Nov 13, 2023	SELL	$72.0 - $84.1 $29,880 - $34,901	-415 Reduced 53.27%	364 $26,000
Q2 2023 Aug 15, 2023	SELL	$65.46 - $77.11 $27,755 - $32,694	-424 Reduced 35.25%	779 $59,000
Q1 2023 Apr 27, 2023	SELL	$69.69 - $93.39 $6,969 - $9,339	-100 Reduced 7.67%	1,203 $89,000

Q4 2022 Feb 07, 2023	BUY	$75.39 - $95.0 $7,539 - $9,500	100 Added 8.31%	1,303 $109,000
Q3 2022 Oct 28, 2022	BUY	$61.13 - $79.78 $37,900 - $49,463	620 Added 106.35%	1,203 $87,000
Q1 2022 May 04, 2022	SELL	$64.37 - $78.95 $684,703 - $839,791	-10,637 Reduced 94.8%	583 $43,000
Q4 2021 Feb 07, 2022	SELL	$65.12 - $73.93 $263,736 - $299,416	-4,050 Reduced 26.52%	11,220 $812,000
Q3 2021 Nov 02, 2021	SELL	$59.2 - $68.12 $5,624 - $6,471	-95 Reduced 0.62%	15,270 $983,000
Q2 2021 Aug 11, 2021	BUY	$59.74 - $66.87 $13,262 - $14,845	222 Added 1.47%	15,365 $971,000
Q1 2021 May 14, 2021	SELL	$48.31 - $61.55 $53,237 - $67,828	-1,102 Reduced 6.78%	15,143 $908,000
Q4 2020 Feb 16, 2021	BUY	$38.25 - $52.6 $617,546 - $849,227	16,145 Added 16145.0%	16,245 $806,000
Q3 2019 Nov 05, 2019	SELL	$52.18 - $60.68 $3,182 - $3,701	-61 Reduced 37.89%	100 $6,000
Q2 2019 Aug 08, 2019	SELL	$51.57 - $57.92 $13,975 - $15,696	-271 Reduced 62.73%	161 $9,000
Q1 2019 May 15, 2019	BUY	$43.39 - $53.09 $14,405 - $17,625	332 Added 332.0%	432 $22,000
Q4 2018 Jan 31, 2019	SELL	$41.08 - $60.65 $24,278 - $35,844	-591 Reduced 85.53%	100 $4,000
Q2 2018 Jul 19, 2018	BUY	$52.58 - $61.46 $893 - $1,044	17 Added 2.52%	691 $37,000
Q1 2018 Apr 17, 2018	BUY	$57.76 - $75.04 $33,154 - $43,072	574 Added 574.0%	674 $41,000
Q3 2017 Oct 24, 2017	BUY	$59.92 - $67.04 $5,992 - $6,704	100	100 $6,000

Others Institutions Holding PFG

# of Institutions

812

Shares Held

162M

Call Options Held

216K

Put Options Held

237K

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 $19.6B
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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Benjamin F. Edwards & Company, Inc. Principal Financial Group Inc Transaction History