Principal Financial Group Inc Moelis & CO Transaction History

Principal Financial Group Inc

$1.66 Trillion
Q3 2024

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$57.14 - $70.62 $932,639 - $1.15 Million	-16,322 Reduced 4.67%	333,370 $22.8 Million
Q2 2024 Jul 29, 2024	BUY	$49.08 - $57.92 $136,687 - $161,307	2,785 Added 0.8%	349,692 $19.9 Million
Q1 2024 Apr 29, 2024	SELL	$52.05 - $57.67 $23.4 Million - $25.9 Million	-449,849 Reduced 56.46%	346,907 $19.7 Million
Q4 2023 Feb 07, 2024	BUY	$39.08 - $58.2 $138,851 - $206,784	3,553 Added 0.45%	796,756 $44.7 Million
Q3 2023 Nov 02, 2023	SELL	$43.88 - $52.01 $724,678 - $858,945	-16,515 Reduced 2.04%	793,203 $35.8 Million
Q2 2023 Aug 07, 2023	BUY	$34.22 - $46.53 $13.3 Million - $18.1 Million	389,218 Added 92.56%	809,718 $36.7 Million
Q1 2023 May 09, 2023	SELL	$37.15 - $49.34 $2.02 Million - $2.69 Million	-54,440 Reduced 11.46%	420,500 $16.2 Million
Q4 2022 Feb 09, 2023	SELL	$34.56 - $46.39 $1.96 Million - $2.64 Million	-56,813 Reduced 10.68%	474,940 $18.2 Million
Q3 2022 Nov 09, 2022	BUY	$33.73 - $47.78 $8.91 Million - $12.6 Million	264,234 Added 98.77%	531,753 $18 Million
Q2 2022 Aug 10, 2022	SELL	$38.18 - $48.0 $450,676 - $566,592	-11,804 Reduced 4.23%	267,519 $10.5 Million
Q1 2022 May 09, 2022	BUY	$44.41 - $63.07 $1.57 Million - $2.24 Million	35,439 Added 14.53%	279,323 $13.1 Million
Q4 2021 Feb 09, 2022	BUY	$59.14 - $76.98 $5.73 Million - $7.45 Million	96,811 Added 65.83%	243,884 $15.2 Million
Q3 2021 Nov 09, 2021	BUY	$52.9 - $63.75 $123,838 - $149,238	2,341 Added 1.62%	147,073 $9.1 Million
Q2 2021 Aug 10, 2021	BUY	$51.22 - $57.73 $6.84 Million - $7.7 Million	133,461 Added 1184.11%	144,732 $8.23 Million
Q1 2021 May 10, 2021	SELL	$45.93 - $57.96 $96,866 - $122,237	-2,109 Reduced 15.76%	11,271 $619,000
Q4 2020 Feb 08, 2021	BUY	$35.13 - $47.5 $189,842 - $256,690	5,404 Added 67.75%	13,380 $626,000
Q3 2020 Nov 06, 2020	SELL	$28.95 - $35.14 $21,712 - $26,355	-750 Reduced 8.6%	7,976 $280,000
Q2 2020 Aug 05, 2020	BUY	$26.51 - $37.85 $231,326 - $330,279	8,726 New	8,726 $272,000
Q1 2020 May 12, 2020	SELL	$23.83 - $39.95 $154,203 - $258,516	-6,471 Closed	0 $0
Q4 2019 Feb 05, 2020	SELL	$29.99 - $35.94 $1.25 Million - $1.5 Million	-41,701 Reduced 86.57%	6,471 $207,000
Q3 2019 Nov 13, 2019	BUY	$31.55 - $36.67 $346,482 - $402,709	10,982 Added 29.53%	48,172 $1.58 Million
Q2 2019 Aug 12, 2019	SELL	$31.78 - $43.19 $567,908 - $771,805	-17,870 Reduced 32.46%	37,190 $1.3 Million
Q1 2019 May 10, 2019	SELL	$34.57 - $47.1 $13.6 Million - $18.6 Million	-394,518 Reduced 87.75%	55,060 $2.29 Million
Q4 2018 Feb 14, 2019	BUY	$32.96 - $55.62 $1.75 Million - $2.96 Million	53,169 Added 13.41%	449,578 $15.5 Million
Q3 2018 Nov 14, 2018	SELL	$54.8 - $63.7 $2.68 Million - $3.12 Million	-48,915 Reduced 10.98%	396,409 $21.7 Million
Q2 2018 Aug 13, 2018	SELL	$50.0 - $66.95 $9.05 Million - $12.1 Million	-181,010 Reduced 28.9%	445,324 $0
Q1 2018 May 14, 2018	SELL	$48.05 - $54.3 $338,272 - $382,272	-7,040 Reduced 1.11%	626,334 $31.8 Million
Q4 2017 Feb 13, 2018	BUY	$41.6 - $49.8 $3.84 Million - $4.6 Million	92,382 Added 17.08%	633,374 $30.7 Million
Q3 2017 Nov 02, 2017	BUY	$38.3 - $43.3 $20.7 Million - $23.4 Million	540,992	540,992 $23.3 Million

Others Institutions Holding MC

# of Institutions

358

Shares Held

69.9M

Call Options Held

126K

Put Options Held

65.3K

Black Rock Inc. New York, NY

8.15M
Shares

$602 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

8.05M
Shares

$594 Million
0.01% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

7.23M
Shares

$534 Million
1.13% of portfolio
London CO Of Virginia Richmond, VA

3.69M
Shares

$273 Million
1.36% of portfolio
Wasatch Advisors Inc Salt Lake City, UT

2.85M
Shares

$210 Million
0.97% of portfolio

View Full List

About Moelis & Co

Ticker MC
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 61,011,100
Market Cap $4.5B
Description
Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies,...

More about MC

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