Kestra Advisory Services, LLC Principal Financial Group Inc Transaction History

Kestra Advisory Services, LLC

$17.3 Billion
Q3 2024

A detailed history of Kestra Advisory Services, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 12,647 shares of PFG stock, worth $977,613. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,647

Previous 18,123 30.22%

Holding current value

$977,613

Previous $1.42 Million 23.57%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$72.94 - $87.46 $399,419 - $478,930	-5,476 Reduced 30.22%	12,647 $1.09 Million
Q2 2024 Aug 14, 2024	BUY	$76.66 - $86.01 $40,783 - $45,757	532 Added 3.02%	18,123 $1.42 Million
Q1 2024 May 15, 2024	BUY	$77.2 - $86.31 $426,221 - $476,517	5,521 Added 45.74%	17,591 $1.52 Million
Q4 2023 Feb 14, 2024	SELL	$66.88 - $79.58 $148,072 - $176,190	-2,214 Reduced 15.5%	12,070 $949,000
Q3 2023 Nov 09, 2023	BUY	$72.0 - $84.1 $18,648 - $21,781	259 Added 1.85%	14,284 $1.03 Million
Q2 2023 Aug 11, 2023	BUY	$65.46 - $77.11 $66,638 - $78,497	1,018 Added 7.83%	14,025 $1.06 Million
Q1 2023 May 12, 2023	SELL	$69.69 - $93.39 $1.63 Million - $2.18 Million	-23,381 Reduced 64.25%	13,007 $966,000
Q4 2022 Jan 31, 2023	BUY	$75.39 - $95.0 $463,045 - $583,490	6,142 Added 20.31%	36,388 $3.05 Million
Q3 2022 Nov 01, 2022	BUY	$61.13 - $79.78 $357,060 - $465,994	5,841 Added 23.93%	30,246 $2.18 Billion
Q2 2022 Aug 12, 2022	BUY	$62.84 - $76.21 $664,470 - $805,844	10,574 Added 76.45%	24,405 $1.63 Million
Q1 2022 Apr 26, 2022	BUY	$64.37 - $78.95 $68,039 - $83,450	1,057 Added 8.27%	13,831 $1.02 Million
Q4 2021 Jan 20, 2022	BUY	$65.12 - $73.93 $56,914 - $64,614	874 Added 7.34%	12,774 $923,000
Q3 2021 Oct 19, 2021	BUY	$59.2 - $68.12 $176,238 - $202,793	2,977 Added 33.36%	11,900 $766,000
Q2 2021 Jul 28, 2021	SELL	$59.74 - $66.87 $195,648 - $218,999	-3,275 Reduced 26.85%	8,923 $563,000
Q1 2021 May 10, 2021	BUY	$48.31 - $61.55 $36,715 - $46,778	760 Added 6.64%	12,198 $731,000
Q4 2020 Jan 20, 2021	BUY	$38.25 - $52.6 $433,602 - $596,273	11,336 Added 11113.73%	11,438 $558 Million
Q3 2020 Nov 12, 2020	BUY	$37.79 - $46.18 $3,854 - $4,710	102 New	102 $280 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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Kestra Advisory Services, LLC Principal Financial Group Inc Transaction History