Principal Financial Group Inc Pjt Partners Inc. Transaction History

Principal Financial Group Inc

$1.66 Trillion
Q3 2024

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$108.91 - $136.42 $16,554 - $20,735	152 Added 0.11%	134,290 $17.9 Million
Q2 2024 Jul 29, 2024	SELL	$91.25 - $108.42 $262,617 - $312,032	-2,878 Reduced 2.1%	134,138 $14.5 Million
Q1 2024 Apr 29, 2024	BUY	$90.81 - $105.4 $648,746 - $752,977	7,144 Added 5.5%	137,016 $12.9 Million
Q4 2023 Feb 07, 2024	BUY	$71.72 - $103.06 $8.41 Million - $12.1 Million	117,322 Added 934.84%	129,872 $13.2 Million
Q3 2023 Nov 02, 2023	BUY	$68.59 - $83.02 $230,668 - $279,196	3,363 Added 36.61%	12,550 $996,000
Q2 2023 Aug 07, 2023	BUY	$61.6 - $75.03 $565,919 - $689,300	9,187 New	9,187 $639,000
Q4 2022 Feb 09, 2023	SELL	$68.77 - $79.45 $36,998 - $42,744	-538 Reduced 15.85%	2,857 $210,000
Q3 2022 Nov 09, 2022	SELL	$64.36 - $76.29 $21,238 - $25,175	-330 Reduced 8.86%	3,395 $227,000
Q2 2022 Aug 10, 2022	SELL	$61.53 - $78.48 $12,675 - $16,166	-206 Reduced 5.24%	3,725 $262,000
Q1 2022 May 09, 2022	BUY	$55.07 - $76.53 $11,069 - $15,382	201 Added 5.39%	3,931 $248,000
Q4 2021 Feb 09, 2022	SELL	$70.11 - $88.99 $59,172 - $75,107	-844 Reduced 18.45%	3,730 $276,000
Q3 2021 Nov 09, 2021	BUY	$69.93 - $80.8 $62,867 - $72,639	899 Added 24.46%	4,574 $362,000
Q2 2021 Aug 10, 2021	SELL	$66.59 - $77.5 $85,834 - $99,897	-1,289 Reduced 25.97%	3,675 $262,000
Q1 2021 May 10, 2021	SELL	$66.23 - $80.94 $61,660 - $75,355	-931 Reduced 15.79%	4,964 $336,000
Q4 2020 Feb 08, 2021	SELL	$60.18 - $78.24 $6.83 Million - $8.88 Million	-113,484 Reduced 95.06%	5,895 $444,000
Q3 2020 Nov 06, 2020	SELL	$48.23 - $60.66 $57,152 - $71,882	-1,185 Reduced 0.98%	119,379 $7.24 Million
Q2 2020 Aug 05, 2020	BUY	$40.84 - $56.46 $1.69 Million - $2.34 Million	41,470 Added 52.43%	120,564 $6.19 Million
Q1 2020 May 12, 2020	BUY	$25.06 - $53.06 $1.98 Million - $4.2 Million	79,094 New	79,094 $3.43 Million
Q4 2019 Feb 05, 2020	SELL	$38.24 - $45.13 $368,212 - $434,556	-9,629 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$36.24 - $44.26 $23,193 - $28,326	640 Added 7.12%	9,629 $392,000
Q2 2019 Aug 12, 2019	SELL	$36.9 - $44.94 $66,825 - $81,386	-1,811 Reduced 16.77%	8,989 $364,000
Q1 2019 May 10, 2019	SELL	$39.31 - $46.93 $1,886 - $2,252	-48 Reduced 0.44%	10,800 $451,000
Q4 2018 Feb 14, 2019	BUY	$35.84 - $51.55 $16,808 - $24,176	469 Added 4.52%	10,848 $420,000
Q3 2018 Nov 14, 2018	SELL	$52.35 - $60.78 $231,020 - $268,222	-4,413 Reduced 29.83%	10,379 $543,000
Q2 2018 Aug 13, 2018	BUY	$49.5 - $58.6 $99,693 - $118,020	2,014 Added 15.76%	14,792 $0
Q1 2018 May 14, 2018	BUY	$44.2 - $50.1 $52,598 - $59,619	1,190 Added 10.27%	12,778 $640,000
Q4 2017 Feb 13, 2018	BUY	$36.59 - $45.6 $48,481 - $60,420	1,325 Added 12.91%	11,588 $528,000
Q3 2017 Nov 02, 2017	BUY	$35.94 - $43.38 $368,852 - $445,208	10,263	10,263 $393,000

Others Institutions Holding PJT

# of Institutions

345

Shares Held

19.3M

Call Options Held

40.7K

Put Options Held

15.1K

Black Rock Inc. New York, NY

3.6M
Shares

$580 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

2.39M
Shares

$385 Million
0.01% of portfolio
State Street Corp Boston, MA

1M
Shares

$161 Million
0.01% of portfolio
Clearbridge Investments, LLC New York, NY

728K
Shares

$117 Million
0.08% of portfolio
Wellington Management Group LLP Boston, MA

640K
Shares

$103 Million
0.02% of portfolio

View Full List

About PJT Partners Inc.

Ticker PJT
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 24,225,700
Market Cap $3.9B
Description
PJT Partners Inc., an investment bank, provides various strategic and capital markets advisory, restructuring and special situations, and shareholder advisory services to corporations, financial sponsors, institutional investors, and governments worldwide. It offers advisory services to clients on various transactions, including mergers and acqu...

More about PJT

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