Wbi Investments, Inc. Principal Financial Group Inc Transaction History

Wbi Investments, Inc.

$402 Million
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$76.66 - $86.01 $1.35 Million - $1.51 Million	17,571 New	17,571 $1.38 Million
Q3 2022 Oct 26, 2022	BUY	$61.13 - $79.78 $159,365 - $207,986	2,607 Added 27.44%	12,107 $873,000
Q2 2022 Jul 25, 2022	SELL	$62.84 - $76.21 $190,153 - $230,611	-3,026 Reduced 24.16%	9,500 $634,000
Q1 2022 May 02, 2022	SELL	$64.37 - $78.95 $103,442 - $126,872	-1,607 Reduced 11.37%	12,526 $919,000
Q4 2021 Jan 28, 2022	BUY	$65.12 - $73.93 $171,395 - $194,583	2,632 Added 22.88%	14,133 $1.02 Million
Q3 2021 Nov 09, 2021	SELL	$59.2 - $68.12 $3.5 Million - $4.02 Million	-59,046 Reduced 83.7%	11,501 $740,000
Q2 2021 Aug 13, 2021	BUY	$59.74 - $66.87 $4.21 Million - $4.72 Million	70,545 Added 3527250.0%	70,547 $4.46 Million
Q2 2021 Aug 09, 2021	SELL	$59.74 - $66.87 $3.9 Million - $4.37 Million	-65,322 Reduced 100.0%	2 $4.46 Million
Q1 2021 May 12, 2021	BUY	$48.31 - $61.55 $2.63 Million - $3.36 Million	54,541 Added 505.81%	65,324 $3.92 Million
Q4 2020 Feb 04, 2021	BUY	$38.25 - $52.6 $145,311 - $199,827	3,799 Added 54.4%	10,783 $535,000
Q3 2020 Nov 06, 2020	SELL	$37.79 - $46.18 $324,200 - $396,178	-8,579 Reduced 55.12%	6,984 $281,000
Q2 2020 Aug 11, 2020	BUY	$26.41 - $48.72 $198,180 - $365,594	7,504 Added 93.11%	15,563 $646,000
Q1 2020 May 08, 2020	BUY	$24.16 - $57.08 $194,705 - $460,007	8,059 New	8,059 $253,000
Q4 2019 Feb 10, 2020	SELL	$52.35 - $57.4 $6.82 Million - $7.48 Million	-130,252 Closed	0 $0
Q3 2019 Oct 29, 2019	SELL	$52.18 - $60.68 $5.03 Million - $5.84 Million	-96,322 Reduced 42.51%	130,252 $7.44 Million
Q2 2019 Jul 23, 2019	BUY	$51.57 - $57.92 $10.1 Million - $11.3 Million	195,559 Added 630.53%	226,574 $13.1 Million
Q1 2019 May 08, 2019	BUY	$43.39 - $53.09 $536,473 - $656,404	12,364 Added 66.29%	31,015 $1.56 Million
Q4 2018 Feb 11, 2019	SELL	$41.08 - $60.65 $13.7 Million - $20.3 Million	-334,481 Reduced 94.72%	18,651 $824,000
Q3 2018 Oct 31, 2018	BUY	$52.86 - $59.54 $18.7 Million - $21 Million	353,132 New	353,132 $20.7 Million
Q3 2017 Nov 13, 2017	SELL	$59.92 - $67.04 $2.75 Million - $3.07 Million	-45,847 Closed	0 $0
Q2 2017 Aug 10, 2017	BUY	N/A	45,847	45,847 $2.94 Million

Others Institutions Holding PFG

# of Institutions

837

Shares Held

159M

Call Options Held

177K

Put Options Held

119K

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About PRINCIPAL FINANCIAL GROUP INC

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $21.8B
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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