Gilbert & Cook, Inc. Principal Financial Group Inc Transaction History

Gilbert & Cook, Inc.

$718 Million
Q3 2024

A detailed history of Gilbert & Cook, Inc. transactions in Principal Financial Group Inc stock. As of the latest transaction made, Gilbert & Cook, Inc. holds 6,918 shares of PFG stock, worth $534,761. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,918

Previous 7,210 4.05%

Holding current value

$534,761

Previous $565,000 5.13%

% of portfolio

0.08%

Previous 0.08%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$72.94 - $87.46 $21,298 - $25,538	-292 Reduced 4.05%	6,918 $594,000
Q2 2024 Aug 01, 2024	SELL	$76.66 - $86.01 $536 - $602	-7 Reduced 0.1%	7,210 $565,000
Q1 2024 May 02, 2024	SELL	$77.2 - $86.31 $33,118 - $37,026	-429 Reduced 5.61%	7,217 $622,000
Q4 2023 Feb 05, 2024	SELL	$66.88 - $79.58 $40,796 - $48,543	-610 Reduced 7.39%	7,646 $601,000
Q3 2023 Nov 02, 2023	SELL	$72.0 - $84.1 $10,800 - $12,615	-150 Reduced 1.78%	8,256 $595,000
Q4 2022 Feb 09, 2023	BUY	$75.39 - $95.0 $37,318 - $47,025	495 Added 6.26%	8,406 $705,000
Q3 2022 Nov 03, 2022	SELL	$61.13 - $79.78 $44,319 - $57,840	-725 Reduced 8.4%	7,911 $687,000
Q2 2022 Aug 05, 2022	BUY	$62.84 - $76.21 $8,609 - $10,440	137 Added 1.61%	8,636 $577,000
Q1 2022 May 02, 2022	BUY	$64.37 - $78.95 $78,338 - $96,082	1,217 Added 16.71%	8,499 $624,000
Q4 2021 Jan 19, 2022	BUY	$65.12 - $73.93 $14,586 - $16,560	224 Added 3.17%	7,282 $527,000
Q3 2021 Oct 13, 2021	SELL	$59.2 - $68.12 $82,880 - $95,368	-1,400 Reduced 16.55%	7,058 $455,000
Q2 2021 Jul 13, 2021	BUY	$59.74 - $66.87 $2,927 - $3,276	49 Added 0.58%	8,458 $534,000
Q4 2020 Feb 11, 2021	BUY	$38.25 - $52.6 $13,923 - $19,146	364 Added 4.52%	8,409 $417,000
Q3 2020 Nov 13, 2020	SELL	$37.79 - $46.18 $171,264 - $209,287	-4,532 Reduced 36.03%	8,045 $324,000
Q2 2020 Aug 05, 2020	BUY	$26.41 - $48.72 $3,301 - $6,090	125 Added 1.0%	12,577 $522,000
Q1 2020 May 05, 2020	BUY	$24.16 - $57.08 $33,606 - $79,398	1,391 Added 12.58%	12,452 $390,000
Q4 2019 Feb 03, 2020	SELL	$52.35 - $57.4 $38,529 - $42,246	-736 Reduced 6.24%	11,061 $608,000
Q3 2019 Nov 05, 2019	SELL	$52.18 - $60.68 $63,711 - $74,090	-1,221 Reduced 9.38%	11,797 $674,000
Q2 2019 Aug 05, 2019	BUY	$51.57 - $57.92 $215,975 - $242,568	4,188 Added 47.43%	13,018 $754,000
Q1 2019 May 10, 2019	SELL	$43.39 - $53.09 $86 - $106	-2 Reduced 0.02%	8,830 $443,000
Q4 2018 Feb 12, 2019	SELL	$41.08 - $60.65 $11,132 - $16,436	-271 Reduced 2.98%	8,832 $390,000
Q3 2018 Nov 07, 2018	BUY	$52.86 - $59.54 $15,963 - $17,981	302 Added 3.43%	9,103 $533,000
Q2 2018 Jul 17, 2018	BUY	$52.58 - $61.46 $15,616 - $18,253	297 Added 3.49%	8,801 $466,000
Q1 2018 Apr 30, 2018	SELL	$57.76 - $75.04 $14,786 - $19,210	-256 Reduced 2.92%	8,504 $518,000
Q4 2017 Feb 01, 2018	SELL	$64.92 - $71.76 $171,388 - $189,446	-2,640 Reduced 23.16%	8,760 $618,000
Q3 2017 Oct 31, 2017	BUY	$59.92 - $67.04 $683,088 - $764,256	11,400	11,400 $733,000

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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