Waldron Private Wealth LLC Principal Financial Group Inc Transaction History

Waldron Private Wealth LLC

  • $2.11 Billion
  • Q1 2025

A detailed history of Waldron Private Wealth LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Waldron Private Wealth LLC holds 4,656 shares of PFG stock, worth $362,655. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,656
Previous 5,339 12.79%
Holding current value
$362,655
Previous $413,000 5.08%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$76.34 - $89.04 $52,140 - $60,814
-683 Reduced 12.79%
4,656 $392,000
Q4 2024

Jan 23, 2025
SELL
$74.91 - $91.26 $1,123 - $1,368
-15 Reduced 0.28%
5,339 $413,000
Q3 2024

Oct 21, 2024
SELL
$72.94 - $87.46 $1,167 - $1,399
-16 Reduced 0.3%
5,354 $459,000
Q2 2024

Jul 31, 2024
BUY
$76.66 - $86.01 $2,759 - $3,096
36 Added 0.67%
5,370 $421,000
Q4 2023

Aug 29, 2024
SELL
$66.88 - $79.58 $3,009 - $3,581
-45 Reduced 0.84%
5,334 $419,000
Q4 2023

Jan 30, 2024
SELL
$66.88 - $79.58 $3,009 - $3,581
-45 Reduced 0.84%
5,334 $419,000
Q3 2023

Aug 29, 2024
SELL
$72.0 - $84.1 $10,872 - $12,699
-151 Reduced 2.73%
5,379 $387,000
Q3 2023

Oct 26, 2023
SELL
$72.0 - $84.1 $10,872 - $12,699
-151 Reduced 2.73%
5,379 $387,000
Q2 2023

Aug 29, 2024
BUY
$65.46 - $77.11 $1,178 - $1,387
18 Added 0.33%
5,530 $419,000
Q2 2023

Aug 07, 2023
BUY
$65.46 - $77.11 $1,178 - $1,387
18 Added 0.33%
5,530 $419,000
Q1 2023

Aug 29, 2024
BUY
$69.69 - $93.39 $9,895 - $13,261
142 Added 2.64%
5,512 $409,000
Q1 2023

May 02, 2023
SELL
$69.69 - $93.39 $1,254 - $1,681
-18 Reduced 0.33%
5,512 $409,000
Q3 2022

Nov 14, 2022
SELL
$61.13 - $79.78 $366 - $478
-6 Reduced 0.11%
5,530 $398,000
Q2 2022

Aug 03, 2022
SELL
$62.84 - $76.21 $3,519 - $4,267
-56 Reduced 1.0%
5,536 $369,000
Q1 2022

May 04, 2022
BUY
$64.37 - $78.95 $6,243 - $7,658
97 Added 1.77%
5,592 $410,000
Q3 2021

Nov 02, 2021
BUY
$59.2 - $68.12 $10,656 - $12,261
180 Added 3.39%
5,495 $353,000
Q2 2021

Aug 06, 2021
SELL
$59.74 - $66.87 $73,062 - $81,782
-1,223 Reduced 18.71%
5,315 $335,000
Q3 2020

Nov 13, 2020
BUY
$37.79 - $46.18 $1,813 - $2,216
48 Added 0.74%
6,538 $263,000
Q2 2020

Aug 11, 2020
BUY
$26.41 - $48.72 $171,400 - $316,192
6,490 New
6,490 $269,000
Q1 2020

May 05, 2020
SELL
$24.16 - $57.08 $152,981 - $361,430
-6,332 Closed
0 $0
Q3 2019

Nov 06, 2019
BUY
$52.18 - $60.68 $330,403 - $384,225
6,332 New
6,332 $361,000

Others Institutions Holding PFG

# of Institutions
927
Shares Held
164M
Call Options Held
145K
Put Options Held
117K
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 $19.4B
  • 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
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