Moneta Group Investment Advisors LLC Principal Financial Group Inc Transaction History

Moneta Group Investment Advisors LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 13, 2020	SELL	$37.79 - $46.18 $2.03 Million - $2.47 Million	-53,587 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	$26.41 - $48.72 $343 - $633	13 Added 0.02%	53,587 $2.23 Million
Q1 2020 May 13, 2020	SELL	$24.16 - $57.08 $69,604 - $164,447	-2,881 Reduced 5.1%	53,574 $1.68 Million
Q4 2019 Feb 11, 2020	SELL	$52.35 - $57.4 $8,376 - $9,184	-160 Reduced 0.28%	56,455 $3.11 Million
Q3 2019 Nov 12, 2019	BUY	$52.18 - $60.68 $27,133 - $31,553	520 Added 0.93%	56,615 $3.24 Million
Q2 2019 Aug 16, 2019	BUY	$51.57 - $57.92 $932,952 - $1.05 Million	18,091 Added 47.6%	56,095 $3.25 Million
Q2 2019 Aug 13, 2019	SELL	$51.57 - $57.92 $933,571 - $1.05 Million	-18,103 Reduced 32.27%	38,004 $3.25 Million
Q1 2019 May 15, 2019	SELL	$43.39 - $53.09 $737 - $902	-17 Reduced 0.03%	56,107 $2.82 Million
Q4 2018 Feb 11, 2019	SELL	$41.08 - $60.65 $90,540 - $133,672	-2,204 Reduced 3.78%	56,124 $2.48 Million
Q3 2018 Nov 13, 2018	SELL	$52.86 - $59.54 $370,020 - $416,780	-7,000 Reduced 10.72%	58,328 $3.42 Million
Q2 2018 Aug 15, 2018	SELL	$52.58 - $61.46 $51,686 - $60,415	-983 Reduced 1.48%	65,328 $3.46 Million
Q2 2018 Aug 14, 2018	BUY	$52.58 - $61.46 $289,768 - $338,706	5,511 Added 9.06%	66,311 $3.56 Million
Q1 2018 May 14, 2018	BUY	$57.76 - $75.04 $150,060 - $194,953	2,598 Added 4.46%	60,800 $3.7 Million
Q4 2017 Feb 13, 2018	BUY	$64.92 - $71.76 $35,186 - $38,893	542 Added 0.94%	58,202 $4.11 Million
Q3 2017 Nov 13, 2017	BUY	$59.92 - $67.04 $3.45 Million - $3.87 Million	57,660	57,660 $3.71 Million

835

159M

177K

119K

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...

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