A detailed history of Merit Financial Group, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Merit Financial Group, LLC holds 5,913 shares of PFG stock, worth $510,646. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,913
Previous 6,639 10.94%
Holding current value
$510,646
Previous $520,000 2.5%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$72.94 - $87.46 $52,954 - $63,495
-726 Reduced 10.94%
5,913 $507,000
Q2 2024

Aug 13, 2024

SELL
$76.66 - $86.01 $21,388 - $23,996
-279 Reduced 4.03%
6,639 $520,000
Q1 2024

May 06, 2024

BUY
$77.2 - $86.31 $44,004 - $49,196
570 Added 8.98%
6,918 $597,000
Q4 2023

Feb 06, 2024

SELL
$66.88 - $79.58 $40,061 - $47,668
-599 Reduced 8.62%
6,348 $499,000
Q3 2023

Nov 07, 2023

BUY
$72.0 - $84.1 $11,016 - $12,867
153 Added 2.25%
6,947 $500,000
Q2 2023

Aug 01, 2023

BUY
$65.46 - $77.11 $41,763 - $49,196
638 Added 10.36%
6,794 $515,000
Q1 2023

Apr 24, 2023

BUY
$69.69 - $93.39 $26,133 - $35,021
375 Added 6.49%
6,156 $457,000
Q4 2022

Jan 13, 2023

BUY
$75.39 - $95.0 $435,829 - $549,195
5,781 New
5,781 $0

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 $21.5B
  • 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
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