Hoyle Cohen, LLC Principal Financial Group Inc Transaction History

Hoyle Cohen, LLC

$1.31 Billion
Q2 2024

A detailed history of Hoyle Cohen, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Hoyle Cohen, LLC holds 56,617 shares of PFG stock, worth $4.38 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

56,617

Previous 60,994 7.18%

Holding current value

$4.38 Million

Previous $5.26 Million 15.63%

% of portfolio

0.34%

Previous 0.4%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$76.66 - $86.01 $335,540 - $376,465	-4,377 Reduced 7.18%	56,617 $4.44 Million
Q1 2024 May 15, 2024	BUY	$77.2 - $86.31 $58,980 - $65,940	764 Added 1.27%	60,994 $5.26 Million
Q4 2023 Feb 09, 2024	BUY	$66.88 - $79.58 $9,430 - $11,220	141 Added 0.23%	60,230 $4.74 Million
Q3 2023 Nov 02, 2023	SELL	$72.0 - $84.1 $92,736 - $108,320	-1,288 Reduced 2.1%	60,089 $4.33 Million
Q2 2023 Aug 07, 2023	SELL	$65.46 - $77.11 $111,936 - $131,858	-1,710 Reduced 2.71%	61,377 $4.65 Million
Q1 2023 May 05, 2023	BUY	$69.69 - $93.39 $18,816 - $25,215	270 Added 0.43%	63,087 $4.69 Million
Q4 2022 Feb 14, 2023	SELL	$75.39 - $95.0 $94,991 - $119,700	-1,260 Reduced 1.97%	62,817 $5.27 Million
Q3 2022 Nov 02, 2022	SELL	$61.13 - $79.78 $18,216 - $23,774	-298 Reduced 0.46%	64,077 $4.62 Million
Q2 2022 Jul 27, 2022	BUY	$62.84 - $76.21 $70,066 - $84,974	1,115 Added 1.76%	64,375 $4.3 Million
Q1 2022 May 03, 2022	BUY	$64.37 - $78.95 $376,242 - $461,462	5,845 Added 10.18%	63,260 $4.64 Million
Q4 2021 Feb 11, 2022	BUY	$65.12 - $73.93 $30,215 - $34,303	464 Added 0.81%	57,415 $4.15 Million
Q3 2021 Nov 10, 2021	SELL	$59.2 - $68.12 $11,899 - $13,692	-201 Reduced 0.35%	56,951 $3.67 Million
Q2 2021 Aug 12, 2021	BUY	$59.74 - $66.87 $105,620 - $118,226	1,768 Added 3.19%	57,152 $3.61 Million
Q1 2021 May 14, 2021	BUY	$48.31 - $61.55 $2,995 - $3,816	62 Added 0.11%	55,384 $3.32 Million
Q4 2020 Feb 12, 2021	BUY	$38.25 - $52.6 $2.12 Million - $2.91 Million	55,322 New	55,322 $2.75 Million

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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