Mml Investors Services, LLC Principal Financial Group Inc Transaction History

Mml Investors Services, LLC

$27.4 Billion
Q3 2024

A detailed history of Mml Investors Services, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Mml Investors Services, LLC holds 4,737 shares of PFG stock, worth $406,103. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,737

Previous 4,658 1.7%

Holding current value

$406,103

Previous $365,000 11.51%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 15, 2024	BUY	$72.94 - $87.46 $5,762 - $6,909	79 Added 1.7%	4,737 $407,000
Q2 2024 Aug 14, 2024	SELL	$76.66 - $86.01 $36,796 - $41,284	-480 Reduced 9.34%	4,658 $365,000
Q1 2024 May 14, 2024	SELL	$77.2 - $86.31 $790,064 - $883,296	-10,234 Reduced 66.58%	5,138 $443,000
Q4 2023 Feb 14, 2024	SELL	$66.88 - $79.58 $295,007 - $351,027	-4,411 Reduced 22.3%	15,372 $1.21 Million
Q3 2023 Nov 14, 2023	BUY	$72.0 - $84.1 $264,816 - $309,319	3,678 Added 22.84%	19,783 $1.43 Million
Q2 2023 Aug 14, 2023	BUY	$65.46 - $77.11 $21,798 - $25,677	333 Added 2.11%	16,105 $1.22 Million
Q1 2023 May 12, 2023	SELL	$69.69 - $93.39 $458,002 - $613,759	-6,572 Reduced 29.41%	15,772 $1.17 Million
Q4 2022 Feb 13, 2023	BUY	$75.39 - $95.0 $715,074 - $901,075	9,485 Added 73.76%	22,344 $1.88 Million
Q3 2022 Nov 14, 2022	BUY	$61.13 - $79.78 $548,458 - $715,786	8,972 Added 230.82%	12,859 $928,000
Q2 2022 Aug 12, 2022	BUY	$62.84 - $76.21 $17,092 - $20,729	272 Added 7.52%	3,887 $260,000
Q1 2022 May 13, 2022	BUY	$64.37 - $78.95 $16,800 - $20,605	261 Added 7.78%	3,615 $265,000
Q4 2021 Feb 14, 2022	BUY	$65.12 - $73.93 $218,412 - $247,961	3,354 New	3,354 $243,000
Q4 2020 Feb 12, 2021	SELL	$38.25 - $52.6 $238,527 - $328,013	-6,236 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$37.79 - $46.18 $15,493 - $18,933	-410 Reduced 6.17%	6,236 $251,000
Q2 2020 Aug 14, 2020	SELL	$26.41 - $48.72 $6,523 - $12,033	-247 Reduced 3.58%	6,646 $276,000
Q1 2020 May 14, 2020	BUY	$24.16 - $57.08 $7,876 - $18,608	326 Added 4.96%	6,893 $216,000
Q4 2019 Feb 11, 2020	BUY	$52.35 - $57.4 $2,983 - $3,271	57 Added 0.88%	6,567 $361,000
Q3 2019 Nov 14, 2019	SELL	$52.18 - $60.68 $90,584 - $105,340	-1,736 Reduced 21.05%	6,510 $372,000
Q2 2019 Aug 13, 2019	BUY	$51.57 - $57.92 $18,255 - $20,503	354 Added 4.49%	8,246 $478,000
Q1 2019 May 10, 2019	SELL	$43.39 - $53.09 $7,202 - $8,812	-166 Reduced 2.06%	7,892 $396,000
Q4 2018 Feb 14, 2019	BUY	$41.08 - $60.65 $24,072 - $35,540	586 Added 7.84%	8,058 $356,000
Q3 2018 Nov 07, 2018	BUY	$52.86 - $59.54 $127,762 - $143,908	2,417 Added 47.81%	7,472 $438,000
Q2 2018 Aug 13, 2018	BUY	$52.58 - $61.46 $41,538 - $48,553	790 Added 18.52%	5,055 $268,000
Q1 2018 May 11, 2018	BUY	$57.76 - $75.04 $8,432 - $10,955	146 Added 3.54%	4,265 $260,000
Q4 2017 Feb 13, 2018	BUY	$64.92 - $71.76 $30,512 - $33,727	470 Added 12.88%	4,119 $291,000
Q3 2017 Nov 14, 2017	BUY	$59.92 - $67.04 $218,648 - $244,628	3,649	3,649 $235,000

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 Mml Investors Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mml Investors Services, LLC with notifications on news.

Account

Mml Investors Services, LLC Principal Financial Group Inc Transaction History