A detailed history of Savant Capital, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Savant Capital, LLC holds 13,433 shares of PFG stock, worth $1.05 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,433
Previous 12,736 5.47%
Holding current value
$1.05 Million
Previous $999,000 15.52%
% of portfolio
0.01%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$72.94 - $87.46 $50,839 - $60,959
697 Added 5.47%
13,433 $1.15 Million
Q2 2024

Aug 05, 2024

SELL
$76.66 - $86.01 $38,636 - $43,349
-504 Reduced 3.81%
12,736 $999,000
Q1 2024

May 03, 2024

BUY
$77.2 - $86.31 $21,307 - $23,821
276 Added 2.13%
13,240 $1.14 Million
Q4 2023

Feb 05, 2024

BUY
$66.88 - $79.58 $23,140 - $27,534
346 Added 2.74%
12,964 $1.02 Million
Q3 2023

Nov 06, 2023

SELL
$72.0 - $84.1 $19,440 - $22,707
-270 Reduced 2.09%
12,618 $909,000
Q2 2023

Aug 04, 2023

BUY
$65.46 - $77.11 $36,330 - $42,796
555 Added 4.5%
12,888 $977,000
Q1 2023

May 02, 2023

BUY
$69.69 - $93.39 $42,301 - $56,687
607 Added 5.18%
12,333 $916,000
Q4 2022

Feb 06, 2023

BUY
$75.39 - $95.0 $237,930 - $299,820
3,156 Added 36.83%
11,726 $984,000
Q3 2022

Oct 28, 2022

SELL
$61.13 - $79.78 $14,915 - $19,466
-244 Reduced 2.77%
8,570 $618,000
Q2 2022

Jul 22, 2022

BUY
$62.84 - $76.21 $1,633 - $1,981
26 Added 0.3%
8,814 $589,000
Q1 2022

May 05, 2022

BUY
$64.37 - $78.95 $13,260 - $16,263
206 Added 2.4%
8,788 $645,000
Q4 2021

Feb 08, 2022

BUY
$65.12 - $73.93 $20,252 - $22,992
311 Added 3.76%
8,582 $621,000
Q3 2021

Nov 12, 2021

BUY
$59.2 - $68.12 $16,990 - $19,550
287 Added 3.59%
8,271 $533,000
Q2 2021

Aug 04, 2021

BUY
$59.74 - $66.87 $2,031 - $2,273
34 Added 0.43%
7,984 $504,000
Q1 2021

May 04, 2021

BUY
$48.31 - $61.55 $3,043 - $3,877
63 Added 0.8%
7,950 $477,000
Q4 2020

Feb 03, 2021

BUY
$38.25 - $52.6 $9,524 - $13,097
249 Added 3.26%
7,887 $391,000
Q3 2020

Nov 04, 2020

BUY
$37.79 - $46.18 $1,095 - $1,339
29 Added 0.38%
7,638 $308,000
Q2 2020

Aug 11, 2020

BUY
$26.41 - $48.72 $200,953 - $370,710
7,609 New
7,609 $316,000
Q1 2020

Apr 30, 2020

SELL
$24.16 - $57.08 $122,950 - $290,480
-5,089 Closed
0 $0
Q4 2019

Jan 31, 2020

BUY
$52.35 - $57.4 $4,659 - $5,108
89 Added 1.78%
5,089 $280,000
Q3 2019

Nov 12, 2019

BUY
$52.18 - $60.68 $1,617 - $1,881
31 Added 0.62%
5,000 $286,000
Q2 2019

Aug 06, 2019

SELL
$51.57 - $57.92 $2,011 - $2,258
-39 Reduced 0.78%
4,969 $288,000
Q1 2019

May 02, 2019

BUY
$43.39 - $53.09 $20,436 - $25,005
471 Added 10.38%
5,008 $251,000
Q4 2018

Feb 05, 2019

SELL
$41.08 - $60.65 $15,939 - $23,532
-388 Reduced 7.88%
4,537 $200,000
Q3 2018

Oct 23, 2018

BUY
$52.86 - $59.54 $52 - $59
1 Added 0.02%
4,925 $289,000
Q2 2018

Aug 07, 2018

BUY
$52.58 - $61.46 $52 - $61
1 Added 0.02%
4,924 $261,000
Q1 2018

Apr 27, 2018

BUY
$57.76 - $75.04 $57 - $75
1 Added 0.02%
4,923 $300,000
Q4 2017

Jan 31, 2018

SELL
$64.92 - $71.76 $9,023 - $9,974
-139 Reduced 2.75%
4,922 $347,000
Q3 2017

Oct 31, 2017

BUY
$59.92 - $67.04 $303,255 - $339,289
5,061
5,061 $326,000

Others Institutions Holding PFG

About PRINCIPAL FINANCIAL GROUP INC


  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $19.4B
  • 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
Track This Portfolio

Track Savant Capital, LLC Portfolio

Follow Savant Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Savant Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Savant Capital, LLC with notifications on news.