New Edge Advisors, LLC Principal Financial Group Inc Transaction History

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, New Edge Advisors, LLC holds 6,048 shares of PFG stock, worth $518,011. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,048
Previous 4,803 25.92%
Holding current value
$518,011
Previous $412,000 13.59%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$74.91 - $91.26 $93,262 - $113,618
1,245 Added 25.92%
6,048 $468,000
Q3 2024

Nov 14, 2024
SELL
$72.94 - $87.46 $6,054 - $7,259
-83 Reduced 1.7%
4,803 $412,000
Q2 2024

Aug 15, 2024
SELL
$76.66 - $86.01 $70,680 - $79,301
-922 Reduced 15.87%
4,886 $383,000
Q1 2024

May 14, 2024
BUY
$77.2 - $86.31 $211,914 - $236,920
2,745 Added 89.62%
5,808 $501,000
Q4 2023

Feb 13, 2024
SELL
$66.88 - $79.58 $188,133 - $223,858
-2,813 Reduced 47.87%
3,063 $240,000
Q3 2023

Nov 14, 2023
SELL
$72.0 - $84.1 $118,584 - $138,512
-1,647 Reduced 21.89%
5,876 $423,000
Q2 2023

Aug 14, 2023
BUY
$65.46 - $77.11 $11,520 - $13,571
176 Added 2.4%
7,523 $570,000
Q1 2023

May 12, 2023
SELL
$69.69 - $93.39 $561,631 - $752,630
-8,059 Reduced 52.31%
7,347 $546,000
Q4 2022

Feb 14, 2023
BUY
$75.39 - $95.0 $606,738 - $764,560
8,048 Added 109.38%
15,406 $1.29 Million
Q3 2022

Nov 14, 2022
BUY
$61.13 - $79.78 $59,662 - $77,865
976 Added 15.29%
7,358 $531,000
Q2 2022

Aug 09, 2022
SELL
$62.84 - $76.21 $732,525 - $888,379
-11,657 Reduced 64.62%
6,382 $426,000
Q1 2022

May 13, 2022
SELL
$64.37 - $78.95 $85,547 - $104,924
-1,329 Reduced 6.86%
18,039 $1.32 Million
Q4 2021

Feb 17, 2022
BUY
$65.12 - $73.93 $359,462 - $408,093
5,520 Added 39.86%
19,368 $1.4 Million
Q3 2021

Oct 29, 2021
BUY
$59.2 - $68.12 $88,859 - $102,248
1,501 Added 12.16%
13,848 $892,000
Q2 2021

Jul 22, 2021
BUY
$59.74 - $66.87 $262,796 - $294,161
4,399 Added 55.35%
12,347 $780,000
Q1 2021

Apr 26, 2021
BUY
$48.31 - $61.55 $383,967 - $489,199
7,948 New
7,948 $477,000
Q3 2017

Nov 13, 2017
SELL
$59.92 - $67.04 $13,781 - $15,419
-230 Closed
0 $0
Q2 2017

Aug 16, 2017
BUY
N/A
230
230 $0

Others Institutions Holding PFG

# of Institutions
846
Shares Held
161M
Call Options Held
239K
Put Options Held
119K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $21.3B
  • 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...
More about PFG
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