Capital Advisory Group Advisory Services, LLC Principal Financial Group Inc Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 18, 2023	SELL	$72.0 - $84.1 $13,968 - $16,315	-194 Reduced 1.58%	12,115 $873,000
Q2 2023 Jul 13, 2023	SELL	$65.46 - $77.11 $3,272 - $3,855	-50 Reduced 0.4%	12,309 $934,000
Q1 2023 Apr 19, 2023	BUY	$69.69 - $93.39 $5,087 - $6,817	73 Added 0.59%	12,359 $918,000
Q4 2022 Feb 14, 2023	SELL	$75.39 - $95.0 $9,649 - $12,160	-128 Reduced 1.03%	12,286 $1.03 Million
Q3 2022 Nov 07, 2022	SELL	$61.13 - $79.78 $26,285 - $34,305	-430 Reduced 3.35%	12,414 $896,000
Q2 2022 Aug 12, 2022	SELL	$62.84 - $76.21 $2,827 - $3,429	-45 Reduced 0.35%	12,844 $888,000
Q1 2022 Apr 29, 2022	SELL	$64.37 - $78.95 $9,912 - $12,158	-154 Reduced 1.18%	12,889 $946,000
Q4 2021 Feb 15, 2022	BUY	$65.12 - $73.93 $32,039 - $36,373	492 Added 3.92%	13,043 $943,000
Q3 2021 Nov 12, 2021	SELL	$59.2 - $68.12 $19,595 - $22,547	-331 Reduced 2.57%	12,551 $808,000
Q2 2021 Nov 12, 2021	BUY	$59.74 - $66.87 $115,477 - $129,259	1,933 Added 17.65%	12,882 $814,000
Q1 2021 May 14, 2021	BUY	$48.31 - $61.55 $71,064 - $90,540	1,471 Added 15.52%	10,949 $657,000
Q4 2020 Feb 18, 2021	BUY	$38.25 - $52.6 $175,491 - $241,328	4,588 Added 93.82%	9,478 $470,000
Q3 2020 Nov 16, 2020	BUY	$37.79 - $46.18 $182,034 - $222,449	4,817 Added 6598.63%	4,890 $197,000
Q2 2020 Aug 14, 2020	BUY	$26.41 - $48.72 $1,927 - $3,556	73 New	73 $3,000
Q2 2019 May 28, 2020	SELL	$51.57 - $57.92 $0 - $0	0 Closed	0 $0
Q1 2019 May 28, 2020	SELL	$43.39 - $53.09 $8,287 - $10,140	-191 Closed	0 $0
Q4 2018 May 28, 2020	SELL	$41.08 - $60.65 $4,806 - $7,096	-117 Reduced 37.99%	191 $8,000
Q3 2018 May 28, 2020	SELL	$52.86 - $59.54 $2,907 - $3,274	-55 Reduced 15.15%	308 $18,000
Q2 2018 May 28, 2020	SELL	$52.58 - $61.46 $173,145 - $202,387	-3,293 Reduced 90.07%	363 $19,000
Q1 2018 May 28, 2020	BUY	$57.76 - $75.04 $211,170 - $274,346	3,656 New	3,656 $222,000

Others Institutions Holding PFG

# of Institutions

835

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 $21.1B
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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