A detailed history of Lion Street Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Lion Street Advisors, LLC holds 8,410 shares of PFG stock, worth $659,091. This represents 0.28% of its overall portfolio holdings.

Number of Shares
8,410
Previous 8,410 -0.0%
Holding current value
$659,091
Previous $661,000 9.68%
% of portfolio
0.28%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024

SELL
$66.88 - $79.58 $802 - $954
-12 Reduced 0.14%
8,410 $661,000
Q3 2023

Oct 19, 2023

BUY
$72.0 - $84.1 $4,032 - $4,709
56 Added 0.67%
8,422 $606,000
Q2 2023

Jul 28, 2023

SELL
$65.46 - $77.11 $1,505 - $1,773
-23 Reduced 0.27%
8,366 $634,000
Q1 2023

Apr 12, 2023

BUY
$69.69 - $93.39 $584,629 - $783,448
8,389 New
8,389 $623,000

Others Institutions Holding PFG

About PRINCIPAL FINANCIAL GROUP INC


  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $19.5B
  • 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

Track Lion Street Advisors, LLC Portfolio

Follow Lion Street Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lion Street Advisors, LLC with notifications on news.