Principal Financial Group Inc Spdr Nuveen Bloomberg Short Te Transaction History

Principal Financial Group Inc

$1.66 Trillion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	BUY	$49.43 - $49.87 $266,674 - $269,048	5,395 Added 42.31%	18,145 $899,000
Q4 2020 Feb 08, 2021	BUY	$49.66 - $49.86 $44,346 - $44,524	893 Added 7.53%	12,750 $635,000
Q3 2020 Nov 06, 2020	SELL	$49.76 - $50.06 $23,387 - $23,528	-470 Reduced 3.81%	11,857 $0
Q2 2020 Aug 05, 2020	BUY	$48.24 - $49.96 $63,097 - $65,347	1,308 Added 11.87%	12,327 $615,000
Q1 2020 May 12, 2020	SELL	$43.92 - $49.69 $88,235 - $99,827	-2,009 Reduced 15.42%	11,019 $539,000
Q4 2019 Feb 05, 2020	SELL	$48.87 - $49.12 $9,920 - $9,971	-203 Reduced 1.53%	13,028 $640,000
Q3 2019 Nov 13, 2019	BUY	$48.76 - $49.06 $188,311 - $189,469	3,862 Added 41.22%	13,231 $648,000
Q2 2019 Aug 12, 2019	BUY	N/A	284 Added 3.13%	9,369 $458,000
Q1 2019 May 10, 2019	SELL	N/A	-1,003 Reduced 9.94%	9,085 $440,000
Q4 2018 Feb 14, 2019	BUY	N/A	10,088 New	10,088 $485,000

Others Institutions Holding SHM

# of Institutions

442

Shares Held

72.8M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

16.2M
Shares

$768 Million
0.07% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$279 Million
0.09% of portfolio
Morgan Stanley New York, NY

5.62M
Shares

$267 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

4.85M
Shares

$230 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

4.74M
Shares

$225 Million
0.05% of portfolio

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