Valley National Advisers Inc Principal Financial Group Inc Transaction History

Valley National Advisers Inc

$554 Million
Q3 2024

A detailed history of Valley National Advisers Inc transactions in Principal Financial Group Inc stock. As of the latest transaction made, Valley National Advisers Inc holds 230 shares of PFG stock, worth $19,908. This represents 0.0% of its overall portfolio holdings.

Number of Shares

230

Previous 786 70.74%

Holding current value

$19,908

Previous $61,000 68.85%

% of portfolio

0.0%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$72.94 - $87.46 $40,554 - $48,627	-556 Reduced 70.74%	230 $19,000
Q2 2024 Jul 18, 2024	BUY	$76.66 - $86.01 $1,149 - $1,290	15 Added 1.95%	786 $61,000
Q1 2024 Apr 19, 2024	BUY	$77.2 - $86.31 $1,158 - $1,294	15 Added 1.98%	771 $66,000
Q4 2023 Jan 25, 2024	BUY	$66.88 - $79.58 $13,376 - $15,916	200 Added 35.97%	756 $59,000
Q3 2023 Nov 13, 2023	BUY	$72.0 - $84.1 $18,000 - $21,025	250 Added 81.7%	556 $40,000
Q1 2023 Apr 26, 2023	BUY	$69.69 - $93.39 $209 - $280	3 Added 0.99%	306 $23,000
Q4 2022 Jan 12, 2023	BUY	$75.39 - $95.0 $150 - $190	2 Added 0.66%	303 $27,000
Q3 2022 Nov 08, 2022	BUY	$61.13 - $79.78 $183 - $239	3 Added 1.01%	301 $24,000
Q2 2022 Jul 15, 2022	BUY	$62.84 - $76.21 $188 - $228	3 Added 1.02%	298 $20,000
Q1 2022 May 06, 2022	BUY	$64.37 - $78.95 $128 - $157	2 Added 0.68%	295 $22,000
Q4 2021 Feb 11, 2022	BUY	$65.12 - $73.93 $195 - $221	3 Added 1.03%	293 $21,000
Q3 2021 Nov 10, 2021	BUY	$59.2 - $68.12 $177 - $204	3 Added 1.05%	290 $19,000
Q2 2021 Aug 02, 2021	BUY	$59.74 - $66.87 $119 - $133	2 Added 0.7%	287 $18,000
Q1 2021 May 07, 2021	BUY	$48.31 - $61.55 $144 - $184	3 Added 1.06%	285 $17,000
Q4 2020 Feb 11, 2021	BUY	$38.25 - $52.6 $114 - $157	3 Added 1.08%	282 $14,000
Q3 2020 Nov 13, 2020	BUY	$37.79 - $46.18 $151 - $184	4 Added 1.45%	279 $11,000
Q2 2020 Aug 10, 2020	BUY	$26.41 - $48.72 $105 - $194	4 Added 1.48%	275 $11,000
Q1 2020 May 13, 2020	BUY	$24.16 - $57.08 $120 - $285	5 Added 1.88%	271 $8,000
Q4 2019 Feb 13, 2020	BUY	$52.35 - $57.4 $104 - $114	2 Added 0.76%	266 $15,000
Q3 2019 Nov 12, 2019	BUY	$52.18 - $60.68 $260 - $303	5 Added 1.93%	264 $15,000
Q2 2019 Aug 08, 2019	BUY	$51.57 - $57.92 $154 - $173	3 Added 1.17%	259 $15,000
Q4 2018 Feb 25, 2019	BUY	$41.08 - $60.65 $205 - $303	5 Added 1.99%	256 $11,000
Q3 2018 Nov 08, 2018	BUY	$52.86 - $59.54 $158 - $178	3 Added 1.21%	251 $15,000
Q2 2018 Aug 14, 2018	BUY	$52.58 - $61.46 $105 - $122	2 Added 0.81%	248 $13,000
Q4 2017 Feb 13, 2018	BUY	$64.92 - $71.76 $194 - $215	3 Added 1.23%	246 $17,000
Q3 2017 Nov 14, 2017	BUY	$59.92 - $67.04 $14,560 - $16,290	243	243 $16,000

Others Institutions Holding PFG

# of Institutions

835

Shares Held

159M

Call Options Held

177K

Put Options Held

119K

View Full List

About PRINCIPAL FINANCIAL GROUP INC

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $21.6B
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...

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Valley National Advisers Inc Principal Financial Group Inc Transaction History