Burney CO Principal Financial Group Inc Transaction History

Burney CO

$2.54 Billion
Q3 2024

A detailed history of Burney CO transactions in Principal Financial Group Inc stock. As of the latest transaction made, Burney CO holds 3,964 shares of PFG stock, worth $306,417. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,964

Previous 4,043 1.95%

Holding current value

$306,417

Previous $317,000 7.26%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$72.94 - $87.46 $5,762 - $6,909	-79 Reduced 1.95%	3,964 $340,000
Q2 2024 Jul 29, 2024	SELL	$76.66 - $86.01 $59,871 - $67,173	-781 Reduced 16.19%	4,043 $317,000
Q1 2024 May 22, 2024	SELL	$77.2 - $86.31 $58,749 - $65,681	-761 Reduced 13.63%	4,824 $416,000
Q4 2023 Feb 12, 2024	SELL	$66.88 - $79.58 $24,344 - $28,967	-364 Reduced 6.12%	5,585 $439,000
Q3 2023 Nov 08, 2023	SELL	$72.0 - $84.1 $16,344 - $19,090	-227 Reduced 3.68%	5,949 $428,000
Q2 2023 Aug 09, 2023	SELL	$65.46 - $77.11 $85,359 - $100,551	-1,304 Reduced 17.43%	6,176 $468,000
Q1 2023 May 10, 2023	BUY	$69.69 - $93.39 $3,414 - $4,576	49 Added 0.66%	7,480 $555,000
Q4 2022 Feb 06, 2023	SELL	$75.39 - $95.0 $79,385 - $100,035	-1,053 Reduced 12.41%	7,431 $623,000
Q3 2022 Nov 15, 2022	SELL	$61.13 - $79.78 $83,014 - $108,341	-1,358 Reduced 13.8%	8,484 $612,000
Q2 2022 Aug 12, 2022	SELL	$62.84 - $76.21 $576,054 - $698,617	-9,167 Reduced 48.22%	9,842 $657,000
Q1 2022 May 09, 2022	SELL	$64.37 - $78.95 $89,088 - $109,266	-1,384 Reduced 6.79%	19,009 $1.4 Million
Q4 2021 Feb 11, 2022	SELL	$65.12 - $73.93 $10,679 - $12,124	-164 Reduced 0.8%	20,393 $1.48 Million
Q3 2021 Nov 12, 2021	SELL	$59.2 - $68.12 $47,182 - $54,291	-797 Reduced 3.73%	20,557 $1.32 Million
Q2 2021 Aug 06, 2021	BUY	$59.74 - $66.87 $108,846 - $121,837	1,822 Added 9.33%	21,354 $1.35 Million
Q1 2021 May 13, 2021	BUY	$48.31 - $61.55 $1,400 - $1,784	29 Added 0.15%	19,532 $1.17 Million
Q4 2020 Feb 11, 2021	BUY	$38.25 - $52.6 $9,180 - $12,624	240 Added 1.25%	19,503 $968,000
Q3 2020 Dec 14, 2020	BUY	$37.79 - $46.18 $66,963 - $81,830	1,772 Added 10.13%	19,263 $776,000
Q2 2020 Aug 13, 2020	BUY	$26.41 - $48.72 $221,315 - $408,273	8,380 Added 91.98%	17,491 $727,000
Q1 2020 May 13, 2020	BUY	$24.16 - $57.08 $220,121 - $520,055	9,111 New	9,111 $286,000
Q3 2018 Nov 13, 2018	SELL	$52.86 - $59.54 $335,978 - $378,436	-6,356 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$52.58 - $61.46 $334,198 - $390,639	6,356 New	6,356 $337,000
Q1 2018 May 08, 2018	SELL	$57.76 - $75.04 $201,293 - $261,514	-3,485 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$64.92 - $71.76 $226,246 - $250,083	3,485	3,485 $246,000

Others Institutions Holding PFG

# of Institutions

836

Shares Held

159M

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 $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...

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