Goelzer Investment Management, Inc. Principal Financial Group Inc Transaction History

Goelzer Investment Management, Inc.

  • $1.71 Billion
  • Q4 2024

A detailed history of Goelzer Investment Management, Inc. transactions in Principal Financial Group Inc stock. As of the latest transaction made, Goelzer Investment Management, Inc. holds 121,946 shares of PFG stock, worth $10.1 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
121,946
Previous 124,665 2.18%
Holding current value
$10.1 Million
Previous $10.7 Million 11.86%
% of portfolio
0.55%
Previous 0.59%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$74.91 - $91.26 $203,680 - $248,135
-2,719 Reduced 2.18%
121,946 $9.44 Million
Q3 2024

Oct 04, 2024
SELL
$72.94 - $87.46 $79,212 - $94,981
-1,086 Reduced 0.86%
124,665 $10.7 Million
Q2 2024

Aug 09, 2024
SELL
$76.66 - $86.01 $94,598 - $106,136
-1,234 Reduced 0.97%
125,751 $9.87 Million
Q1 2024

May 01, 2024
SELL
$77.2 - $86.31 $154 - $172
-2 Reduced -0.0%
126,985 $11 Million
Q4 2023

Feb 07, 2024
SELL
$66.88 - $79.58 $133,224 - $158,523
-1,992 Reduced 1.54%
126,987 $9.99 Million
Q3 2023

Nov 13, 2023
SELL
$72.0 - $84.1 $192,024 - $224,294
-2,667 Reduced 2.03%
128,979 $9.3 Million
Q2 2023

Jul 26, 2023
BUY
$65.46 - $77.11 $752,920 - $886,919
11,502 Added 9.57%
131,646 $9.98 Million
Q1 2023

Apr 27, 2023
BUY
$69.69 - $93.39 $39,583 - $53,045
568 Added 0.48%
120,144 $8.93 Million
Q4 2022

Jan 20, 2023
BUY
$75.39 - $95.0 $129,972 - $163,780
1,724 Added 1.46%
119,576 $0
Q3 2022

Nov 10, 2022
BUY
$61.13 - $79.78 $134,241 - $175,196
2,196 Added 1.9%
117,852 $8.5 Million
Q2 2022

Aug 01, 2022
SELL
$62.84 - $76.21 $138,122 - $167,509
-2,198 Reduced 1.87%
115,656 $7.73 Million
Q1 2022

May 10, 2022
SELL
$64.37 - $78.95 $2.72 Million - $3.33 Million
-42,184 Reduced 26.36%
117,854 $8.65 Million
Q4 2021

Feb 11, 2022
SELL
$65.12 - $73.93 $145,543 - $165,233
-2,235 Reduced 1.38%
160,038 $11.6 Million
Q3 2021

Oct 29, 2021
SELL
$59.2 - $68.12 $267,051 - $307,289
-4,511 Reduced 2.7%
162,273 $10.5 Million
Q2 2021

Aug 12, 2021
BUY
$59.74 - $66.87 $185,313 - $207,430
3,102 Added 1.9%
166,784 $10.5 Million
Q1 2021

May 06, 2021
SELL
$48.31 - $61.55 $321,213 - $409,245
-6,649 Reduced 3.9%
163,682 $9.81 Million
Q4 2020

Feb 12, 2021
SELL
$38.25 - $52.6 $146,765 - $201,826
-3,837 Reduced 2.2%
170,331 $8.45 Million
Q3 2020

Oct 27, 2020
SELL
$37.79 - $46.18 $94,059 - $114,942
-2,489 Reduced 1.41%
174,168 $7.01 Million
Q2 2020

Aug 12, 2020
BUY
$26.41 - $48.72 $30,635 - $56,515
1,160 Added 0.66%
176,657 $7.34 Million
Q1 2020

May 07, 2020
SELL
$24.16 - $57.08 $4,203 - $9,931
-174 Reduced 0.1%
175,497 $5.5 Million
Q4 2019

Feb 07, 2020
BUY
$52.35 - $57.4 $227,984 - $249,977
4,355 Added 2.54%
175,671 $9.66 Million
Q3 2019

Nov 06, 2019
SELL
$52.18 - $60.68 $203,867 - $237,076
-3,907 Reduced 2.23%
171,316 $9.79 Million
Q2 2019

Jul 29, 2019
SELL
$51.57 - $57.92 $3.79 Million - $4.26 Million
-73,583 Reduced 29.57%
175,223 $10.1 Million
Q1 2019

May 03, 2019
BUY
$43.39 - $53.09 $120,667 - $147,643
2,781 Added 1.13%
248,806 $12.5 Million
Q4 2018

Jan 28, 2019
BUY
$41.08 - $60.65 $2.76 Million - $4.07 Million
67,170 Added 37.56%
246,025 $10.9 Million
Q3 2018

Nov 13, 2018
SELL
$52.86 - $59.54 $17,972 - $20,243
-340 Reduced 0.19%
178,855 $10.5 Million
Q2 2018

Aug 14, 2018
SELL
$52.58 - $61.46 $106,264 - $124,210
-2,021 Reduced 1.12%
179,195 $9.49 Million
Q1 2018

May 07, 2018
SELL
$57.76 - $75.04 $189,395 - $246,056
-3,279 Reduced 1.78%
181,216 $11 Million
Q4 2017

Feb 06, 2018
BUY
$64.92 - $71.76 $62,128 - $68,674
957 Added 0.52%
184,495 $13 Million
Q3 2017

Oct 31, 2017
BUY
$59.92 - $67.04 $11 Million - $12.3 Million
183,538
183,538 $11.8 Million

Others Institutions Holding PFG

# of Institutions
828
Shares Held
158M
Call Options Held
177K
Put Options Held
119K
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 $20.6B
  • 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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