Gradient Investments LLC Principal Financial Group Inc Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$76.66 - $86.01 $75,740 - $84,977	988 Added 158.84%	1,610 $126,000
Q1 2024 Apr 23, 2024	SELL	$77.2 - $86.31 $1,698 - $1,898	-22 Reduced 3.42%	622 $53,000
Q4 2023 Jan 18, 2024	SELL	$66.88 - $79.58 $8,493 - $10,106	-127 Reduced 16.47%	644 $50,000
Q2 2023 Jul 11, 2023	BUY	$65.46 - $77.11 $1,767 - $2,081	27 Added 3.63%	771 $58,000
Q1 2023 Apr 17, 2023	SELL	$69.69 - $93.39 $14,007 - $18,771	-201 Reduced 21.27%	744 $55,000
Q4 2022 Jan 10, 2023	BUY	$75.39 - $95.0 $45,686 - $57,570	606 Added 178.76%	945 $0
Q3 2022 Oct 14, 2022	BUY	$61.13 - $79.78 $4,095 - $5,345	67 Added 24.63%	339 $24,000
Q2 2022 Jul 11, 2022	BUY	$62.84 - $76.21 $8,420 - $10,212	134 Added 97.1%	272 $18,000
Q2 2021 Jul 12, 2021	BUY	$59.74 - $66.87 $8,244 - $9,228	138 New	138 $9,000
Q1 2021 Apr 21, 2021	SELL	$48.31 - $61.55 $3,043 - $3,877	-63 Closed	0 $0
Q2 2020 Jul 10, 2020	SELL	$26.41 - $48.72 $14,948 - $27,575	-566 Reduced 89.98%	63 $3,000
Q1 2020 Apr 07, 2020	SELL	$24.16 - $57.08 $314 - $742	-13 Reduced 2.02%	629 $20,000
Q4 2019 Jan 15, 2020	BUY	$52.35 - $57.4 $32,928 - $36,104	629 Added 4838.46%	642 $35,000
Q3 2019 Oct 10, 2019	SELL	$52.18 - $60.68 $7,096 - $8,252	-136 Reduced 91.28%	13 $1,000
Q2 2019 Jul 16, 2019	BUY	$51.57 - $57.92 $7,683 - $8,630	149 New	149 $9,000
Q4 2018 Jan 18, 2019	SELL	$41.08 - $60.65 $534 - $788	-13 Closed	0 $0
Q2 2018 Aug 09, 2018	SELL	$52.58 - $61.46 $45,744 - $53,470	-870 Reduced 98.53%	13 $1,000
Q1 2018 Apr 11, 2018	SELL	$57.76 - $75.04 $8,201 - $10,655	-142 Reduced 13.85%	883 $54,000
Q4 2017 Feb 07, 2018	BUY	$64.92 - $71.76 $66,543 - $73,554	1,025	1,025 $72,000

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 $21.4B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.

Account