Captrust Financial Advisors Principal Financial Group Inc Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025

A detailed history of Captrust Financial Advisors transactions in Principal Financial Group Inc stock. As of the latest transaction made, Captrust Financial Advisors holds 33,700 shares of PFG stock, worth $2.62 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
33,700
Previous 30,607 10.11%
Holding current value
$2.62 Million
Previous $2.37 Million 20.01%
% of portfolio
0.01%
Previous 0.01%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$76.34 - $89.04 $236,119 - $275,400
3,093 Added 10.11%
33,700 $2.84 Million
Q4 2024

Feb 14, 2025
BUY
$74.91 - $91.26 $279,489 - $340,491
3,731 Added 13.88%
30,607 $2.37 Million
Q3 2024

Nov 14, 2024
SELL
$72.94 - $87.46 $259,082 - $310,657
-3,552 Reduced 11.67%
26,876 $2.31 Million
Q2 2024

Aug 14, 2024
SELL
$76.66 - $86.01 $12,035 - $13,503
-157 Reduced 0.51%
30,428 $2.39 Million
Q1 2024

May 15, 2024
SELL
$77.2 - $86.31 $1.32 Million - $1.47 Million
-17,051 Reduced 35.79%
30,585 $2.64 Million
Q4 2023

Feb 14, 2024
SELL
$66.88 - $79.58 $99,383 - $118,255
-1,486 Reduced 3.03%
47,636 $3.75 Million
Q3 2023

Nov 14, 2023
SELL
$72.0 - $84.1 $801,720 - $936,453
-11,135 Reduced 18.48%
49,122 $3.54 Million
Q2 2023

Aug 14, 2023
BUY
$65.46 - $77.11 $103,034 - $121,371
1,574 Added 2.68%
60,257 $4.57 Million
Q1 2023

May 15, 2023
BUY
$69.69 - $93.39 $69,341 - $92,923
995 Added 1.72%
58,683 $4.36 Million
Q4 2022

Feb 15, 2023
BUY
$75.39 - $95.0 $1.68 Million - $2.11 Million
22,224 Added 62.67%
57,688 $4.84 Million
Q3 2022

Nov 16, 2022
BUY
$61.13 - $79.78 $327,106 - $426,902
5,351 Added 17.77%
35,464 $2.56 Million
Q2 2022

Aug 23, 2022
SELL
$62.84 - $76.21 $300,940 - $364,969
-4,789 Reduced 13.72%
30,113 $2.01 Million
Q2 2022

Aug 16, 2022
SELL
$62.84 - $76.21 $646,623 - $784,200
-10,290 Reduced 22.77%
34,902 $2.33 Million
Q1 2022

May 16, 2022
SELL
$64.37 - $78.95 $281,683 - $345,485
-4,376 Reduced 8.83%
45,192 $3.32 Million
Q4 2021

Feb 14, 2022
BUY
$65.12 - $73.93 $2.25 Million - $2.56 Million
34,615 Added 231.49%
49,568 $3.59 Million
Q3 2021

Nov 16, 2021
BUY
$59.2 - $68.12 $34,691 - $39,918
586 Added 4.08%
14,953 $963,000
Q2 2021

Aug 16, 2021
BUY
$59.74 - $66.87 $31,781 - $35,574
532 Added 3.85%
14,367 $908,000
Q1 2021

May 17, 2021
BUY
$48.31 - $61.55 $234,545 - $298,825
4,855 Added 54.06%
13,835 $830,000
Q4 2020

Feb 16, 2021
BUY
$38.25 - $52.6 $67,052 - $92,207
1,753 Added 24.26%
8,980 $445,000
Q3 2020

Nov 17, 2020
SELL
$37.79 - $46.18 $19,650 - $24,013
-520 Reduced 6.71%
7,227 $292,000
Q2 2020

Aug 14, 2020
BUY
$26.41 - $48.72 $10,722 - $19,780
406 Added 5.53%
7,747 $311,000
Q1 2020

May 15, 2020
BUY
$24.16 - $57.08 $4,832 - $11,416
200 Added 2.8%
7,341 $201,000
Q4 2019

Feb 14, 2020
BUY
$52.35 - $57.4 $92,973 - $101,942
1,776 Added 33.1%
7,141 $398,000
Q3 2019

Nov 14, 2019
SELL
$52.18 - $60.68 $2,087 - $2,427
-40 Reduced 0.74%
5,365 $307,000
Q2 2019

Aug 13, 2019
SELL
$51.57 - $57.92 $2,475 - $2,780
-48 Reduced 0.88%
5,405 $313,000
Q1 2019

May 15, 2019
BUY
$43.39 - $53.09 $31,718 - $38,808
731 Added 15.48%
5,453 $274,000
Q3 2018

Nov 15, 2018
BUY
$52.86 - $59.54 $2,114 - $2,381
40 Added 0.85%
4,722 $277,000
Q2 2018

Aug 13, 2018
BUY
$52.58 - $61.46 $7,466 - $8,727
142 Added 3.13%
4,682 $248,000
Q4 2017

Feb 14, 2018
BUY
$64.92 - $71.76 $283,245 - $313,088
4,363 Added 2464.97%
4,540 $320,000
Q3 2017

Feb 16, 2018
BUY
$59.92 - $67.04 $10,605 - $11,866
177
177 $11,000

Others Institutions Holding PFG

# of Institutions
927
Shares Held
164M
Call Options Held
145K
Put Options Held
117K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $19.4B
  • 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...
More about PFG
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