A detailed history of Dorsey & Whitney Trust CO LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Dorsey & Whitney Trust CO LLC holds 67,816 shares of PFG stock, worth $5.81 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
67,816
Previous 72,290 6.19%
Holding current value
$5.81 Million
Previous $5.67 Million 2.73%
% of portfolio
0.32%
Previous 0.4%

Shares

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

Nov 12, 2024

SELL
$72.94 - $87.46 $326,333 - $391,296
-4,474 Reduced 6.19%
67,816 $5.83 Million
Q2 2024

Aug 07, 2024

BUY
$76.66 - $86.01 $113,533 - $127,380
1,481 Added 2.09%
72,290 $5.67 Million
Q1 2024

May 09, 2024

SELL
$77.2 - $86.31 $85,383 - $95,458
-1,106 Reduced 1.54%
70,809 $6.11 Million
Q4 2023

Feb 12, 2024

SELL
$66.88 - $79.58 $5,417 - $6,445
-81 Reduced 0.11%
71,915 $5.66 Million
Q3 2023

Nov 08, 2023

SELL
$72.0 - $84.1 $250,920 - $293,088
-3,485 Reduced 4.62%
71,996 $5.19 Million
Q2 2023

Aug 10, 2023

SELL
$65.46 - $77.11 $36,526 - $43,027
-558 Reduced 0.73%
75,481 $5.72 Million
Q1 2023

May 11, 2023

SELL
$69.69 - $93.39 $625,398 - $838,081
-8,974 Reduced 10.56%
76,039 $5.65 Million
Q4 2022

Feb 09, 2023

SELL
$75.39 - $95.0 $100,268 - $126,350
-1,330 Reduced 1.54%
85,013 $7.13 Million
Q3 2022

Nov 14, 2022

SELL
$61.13 - $79.78 $96,768 - $126,291
-1,583 Reduced 1.8%
86,343 $6.23 Million
Q2 2022

Aug 12, 2022

SELL
$62.84 - $76.21 $105,445 - $127,880
-1,678 Reduced 1.87%
87,926 $5.87 Million
Q1 2022

May 11, 2022

SELL
$64.37 - $78.95 $256,514 - $314,615
-3,985 Reduced 4.26%
89,604 $6.58 Million
Q4 2021

Feb 08, 2022

SELL
$65.12 - $73.93 $466,454 - $529,560
-7,163 Reduced 7.11%
93,589 $6.77 Million
Q3 2021

Nov 10, 2021

SELL
$59.2 - $68.12 $372,604 - $428,747
-6,294 Reduced 5.88%
100,752 $6.49 Million
Q2 2021

Aug 11, 2021

SELL
$59.74 - $66.87 $661,381 - $740,317
-11,071 Reduced 9.37%
107,046 $6.76 Million
Q1 2021

May 11, 2021

SELL
$48.31 - $61.55 $572,763 - $729,736
-11,856 Reduced 9.12%
118,117 $7.08 Million
Q4 2020

Feb 05, 2021

BUY
$38.25 - $52.6 $54,429 - $74,849
1,423 Added 1.11%
129,973 $6.45 Million
Q3 2020

Nov 12, 2020

BUY
$37.79 - $46.18 $172,549 - $210,857
4,566 Added 3.68%
128,550 $5.18 Million
Q2 2020

Aug 13, 2020

BUY
$26.41 - $48.72 $288,582 - $532,363
10,927 Added 9.67%
123,984 $5.15 Million
Q1 2020

May 12, 2020

BUY
$24.16 - $57.08 $167,308 - $395,279
6,925 Added 6.52%
113,057 $3.54 Million
Q4 2019

Feb 06, 2020

BUY
$52.35 - $57.4 $65,385 - $71,692
1,249 Added 1.19%
106,132 $5.84 Million
Q3 2019

Nov 08, 2019

BUY
$52.18 - $60.68 $73,208 - $85,134
1,403 Added 1.36%
104,883 $5.99 Million
Q2 2019

Aug 13, 2019

BUY
$51.57 - $57.92 $117,889 - $132,405
2,286 Added 2.26%
103,480 $5.99 Million
Q1 2019

May 14, 2019

BUY
$43.39 - $53.09 $146,180 - $178,860
3,369 Added 3.44%
101,194 $5.08 Million
Q4 2018

Jan 25, 2019

BUY
$41.08 - $60.65 $210,945 - $311,437
5,135 Added 5.54%
97,825 $4.32 Million
Q3 2018

Oct 26, 2018

BUY
$52.86 - $59.54 $40,966 - $46,143
775 Added 0.84%
92,690 $5.43 Million
Q2 2018

Aug 13, 2018

SELL
$52.58 - $61.46 $74,611 - $87,211
-1,419 Reduced 1.52%
91,915 $4.87 Million
Q1 2018

May 08, 2018

SELL
$57.76 - $75.04 $77,282 - $100,403
-1,338 Reduced 1.41%
93,334 $5.69 Million
Q4 2017

Feb 13, 2018

SELL
$64.92 - $71.76 $6,492 - $7,176
-100 Reduced 0.11%
94,672 $6.68 Million
Q3 2017

Nov 13, 2017

BUY
$59.92 - $67.04 $5.68 Million - $6.35 Million
94,772
94,772 $6.1 Million

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 $21.4B
  • 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
Track This Portfolio

Track Dorsey & Whitney Trust CO LLC Portfolio

Follow Dorsey & Whitney Trust CO LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dorsey & Whitney Trust CO LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dorsey & Whitney Trust CO LLC with notifications on news.