Toroso Investments, LLC Principal Financial Group Inc Transaction History

Toroso Investments, LLC

  • $5.6 Billion
  • Q1 2024

A detailed history of Toroso Investments, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Toroso Investments, LLC holds 26,847 shares of PFG stock, worth $2.11 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
26,847
Previous 17,415 54.16%
Holding current value
$2.11 Million
Previous $1.37 Million 69.12%
% of portfolio
0.04%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$77.2 - $86.31 $728,150 - $814,075
9,432 Added 54.16%
26,847 $2.32 Million
Q4 2023

Feb 14, 2024
SELL
$66.88 - $79.58 $156,432 - $186,137
-2,339 Reduced 11.84%
17,415 $1.37 Million
Q3 2023

Nov 15, 2023
SELL
$72.0 - $84.1 $258,264 - $301,666
-3,587 Reduced 15.37%
19,754 $1.42 Million
Q2 2023

Aug 14, 2023
BUY
$65.46 - $77.11 $191,797 - $225,932
2,930 Added 14.36%
23,341 $1.77 Million
Q1 2023

May 15, 2023
BUY
$69.69 - $93.39 $451,591 - $605,167
6,480 Added 46.51%
20,411 $1.52 Million
Q4 2022

Feb 15, 2023
SELL
$75.39 - $95.0 $295,227 - $372,020
-3,916 Reduced 21.94%
13,931 $1.17 Million
Q3 2022

Nov 23, 2022
BUY
$61.13 - $79.78 $69,627 - $90,869
1,139 Added 6.82%
17,847 $1.29 Million
Q2 2022

Aug 15, 2022
BUY
$62.84 - $76.21 $70,003 - $84,897
1,114 Added 7.14%
16,708 $1.12 Million
Q1 2022

May 20, 2022
BUY
$64.37 - $78.95 $92,306 - $113,214
1,434 Added 10.13%
15,594 $1.15 Million
Q4 2021

Feb 16, 2022
BUY
$65.12 - $73.93 $195,360 - $221,790
3,000 Added 26.88%
14,160 $1.02 Million
Q3 2021

Nov 15, 2021
BUY
$59.2 - $68.12 $136,988 - $157,629
2,314 Added 26.16%
11,160 $719,000
Q2 2021

Aug 13, 2021
BUY
$59.74 - $66.87 $61,293 - $68,608
1,026 Added 13.12%
8,846 $559,000
Q1 2021

May 17, 2021
BUY
$48.31 - $61.55 $377,784 - $481,321
7,820 New
7,820 $469,000

Others Institutions Holding PFG

# of Institutions
810
Shares Held
162M
Call Options Held
216K
Put Options Held
237K
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 $19.6B
  • 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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