Glassman Wealth Services Principal Financial Group Inc Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$72.0 - $84.1 $360 - $420	-5 Reduced 1.0%	493 $35,000
Q2 2023 Aug 08, 2023	BUY	$65.46 - $77.11 $1,047 - $1,233	16 Added 3.32%	498 $37,000
Q1 2023 May 04, 2023	BUY	$69.69 - $93.39 $1,184 - $1,587	17 Added 3.66%	482 $35,000
Q4 2022 Feb 06, 2023	SELL	$75.39 - $95.0 $527 - $665	-7 Reduced 1.48%	465 $39,000
Q3 2022 Nov 09, 2022	SELL	$61.13 - $79.78 $2,506 - $3,270	-41 Reduced 7.99%	472 $34,000
Q2 2022 Aug 04, 2022	SELL	$62.84 - $76.21 $439 - $533	-7 Reduced 1.35%	513 $34,000
Q1 2022 Aug 23, 2022	SELL	$64.37 - $78.95 $1,158 - $1,421	-18 Reduced 3.35%	520 $38,000
Q4 2021 Feb 14, 2022	BUY	$65.12 - $73.93 $6,512 - $7,393	100 Added 22.83%	538 $39,000
Q3 2021 Nov 10, 2021	BUY	$59.2 - $68.12 $1,302 - $1,498	22 Added 5.29%	438 $28,000
Q2 2021 Aug 04, 2021	BUY	$59.74 - $66.87 $537 - $601	9 Added 2.21%	416 $26,000
Q1 2021 May 05, 2021	BUY	$48.31 - $61.55 $531 - $677	11 Added 2.78%	407 $24,000
Q4 2020 Feb 04, 2021	BUY	$38.25 - $52.6 $13,311 - $18,304	348 Added 725.0%	396 $20,000
Q2 2020 Aug 06, 2020	SELL	$26.41 - $48.72 $845 - $1,559	-32 Reduced 40.0%	48 $2,000
Q1 2020 May 12, 2020	BUY	$24.16 - $57.08 $241 - $570	10 Added 14.29%	80 $3,000
Q4 2019 Feb 07, 2020	SELL	$52.35 - $57.4 $366 - $401	-7 Reduced 9.09%	70 $4,000
Q3 2019 Nov 01, 2019	SELL	$52.18 - $60.68 $156 - $182	-3 Reduced 3.75%	77 $4,000
Q2 2019 Aug 08, 2019	BUY	$51.57 - $57.92 $515 - $579	10 Added 14.29%	80 $5,000
Q1 2019 May 10, 2019	BUY	$43.39 - $53.09 $2,560 - $3,132	59 Added 536.36%	70 $4,000
Q4 2018 Feb 06, 2019	BUY	$41.08 - $60.65 $41 - $60	1 Added 10.0%	11 $0
Q3 2018 Nov 13, 2018	BUY	$52.86 - $59.54 $528 - $595	10 New	10 $1,000

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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