Plante Moran Financial Advisors, LLC Principal Financial Group Inc Transaction History

Plante Moran Financial Advisors, LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 654 shares of PFG stock, worth $50,514. This represents 0.0% of its overall portfolio holdings.

Number of Shares
654
Previous 546 19.78%
Holding current value
$50,514
Previous $46,000 10.87%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$69.56 - $86.19 $7,512 - $9,308
108 Added 19.78%
654 $51,000
Q1 2025

May 08, 2025
SELL
$76.34 - $89.04 $381 - $445
-5 Reduced 0.91%
546 $46,000
Q3 2024

Oct 30, 2024
SELL
$72.94 - $87.46 $6,929 - $8,308
-95 Reduced 14.71%
551 $47,000
Q2 2024

Aug 12, 2024
BUY
$76.66 - $86.01 $7,666 - $8,601
100 Added 18.32%
646 $50,000
Q4 2023

Feb 05, 2024
SELL
$66.88 - $79.58 $5,149 - $6,127
-77 Reduced 12.36%
546 $42,000
Q3 2023

Nov 07, 2023
SELL
$72.0 - $84.1 $5,112 - $5,971
-71 Reduced 10.23%
623 $44,000
Q2 2023

Aug 07, 2023
SELL
$65.46 - $77.11 $6,611 - $7,788
-101 Reduced 12.7%
694 $52,000
Q4 2022

Feb 09, 2023
BUY
$75.39 - $95.0 $15,078 - $19,000
200 Added 33.61%
795 $66,000
Q3 2022

Nov 02, 2022
BUY
$61.13 - $79.78 $6,785 - $8,855
111 Added 22.93%
595 $43,000
Q1 2022

May 06, 2022
BUY
$64.37 - $78.95 $9,526 - $11,684
148 Added 44.05%
484 $36,000
Q1 2021

May 13, 2021
SELL
$48.31 - $61.55 $105,750 - $134,732
-2,189 Reduced 86.69%
336 $20,000
Q4 2020

Feb 09, 2021
BUY
$38.25 - $52.6 $59,211 - $81,424
1,548 Added 158.44%
2,525 $125,000
Q1 2019

May 13, 2019
BUY
$43.39 - $53.09 $4,382 - $5,362
101 Added 11.53%
977 $49,000
Q4 2018

Jan 29, 2019
SELL
$41.08 - $60.65 $8,010 - $11,826
-195 Reduced 18.21%
876 $39,000
Q3 2018

Nov 09, 2018
BUY
$52.86 - $59.54 $10,307 - $11,610
195 Added 22.26%
1,071 $63,000
Q2 2018

Jul 26, 2018
SELL
$52.58 - $61.46 $4,258 - $4,978
-81 Reduced 8.46%
876 $46,000
Q1 2018

May 01, 2018
SELL
$57.76 - $75.04 $2,425 - $3,151
-42 Reduced 4.2%
957 $58,000
Q4 2017

Feb 01, 2018
BUY
$64.92 - $71.76 $2,726 - $3,013
42 Added 4.39%
999 $70,000
Q3 2017

Nov 08, 2017
BUY
$59.92 - $67.04 $57,343 - $64,157
957
957 $62,000

Others Institutions Holding PFG

# of Institutions
918
Shares Held
164M
Call Options Held
140K
Put Options Held
147K
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 $19.3B
  • 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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