Winch Advisory Services, LLC Principal Financial Group Inc Transaction History

Winch Advisory Services, LLC

$345 Million
Q3 2024

A detailed history of Winch Advisory Services, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Winch Advisory Services, LLC holds 609 shares of PFG stock, worth $52,209. This represents 0.02% of its overall portfolio holdings.

Number of Shares

609

Previous 606 0.5%

Holding current value

$52,209

Previous $47,000 10.64%

% of portfolio

0.02%

Previous 0.01%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$72.94 - $87.46 $218 - $262	3 Added 0.5%	609 $52,000
Q2 2024 Jul 31, 2024	BUY	$76.66 - $86.01 $306 - $344	4 Added 0.66%	606 $47,000
Q1 2024 May 14, 2024	BUY	$77.2 - $86.31 $308 - $345	4 Added 0.67%	602 $51,000
Q4 2023 Jan 18, 2024	SELL	$66.88 - $79.58 $3,745 - $4,456	-56 Reduced 8.56%	598 $47,000
Q3 2023 Nov 06, 2023	SELL	$72.0 - $84.1 $10,368 - $12,110	-144 Reduced 18.05%	654 $47,000
Q2 2023 Aug 08, 2023	BUY	$65.46 - $77.11 $27,951 - $32,925	427 Added 115.09%	798 $60,000
Q1 2023 May 10, 2023	BUY	$69.69 - $93.39 $209 - $280	3 Added 0.82%	371 $28,000
Q4 2022 Jan 26, 2023	BUY	$75.39 - $95.0 $226 - $285	3 Added 0.82%	368 $31,000
Q3 2022 Oct 31, 2022	BUY	$61.13 - $79.78 $183 - $239	3 Added 0.83%	365 $26,000
Q2 2022 Aug 12, 2022	BUY	$62.84 - $76.21 $251 - $304	4 Added 1.12%	362 $24,000
Q1 2022 Apr 26, 2022	BUY	$64.37 - $78.95 $193 - $236	3 Added 0.85%	358 $26,000
Q4 2021 Feb 04, 2022	BUY	$65.12 - $73.93 $195 - $221	3 Added 0.85%	355 $26,000
Q3 2021 Nov 10, 2021	BUY	$59.2 - $68.12 $177 - $204	3 Added 0.86%	352 $23,000
Q2 2021 Aug 05, 2021	BUY	$59.74 - $66.87 $179 - $200	3 Added 0.87%	349 $22,000
Q1 2021 May 03, 2021	BUY	$48.31 - $61.55 $193 - $246	4 Added 1.17%	346 $21,000
Q4 2020 Feb 09, 2021	SELL	$38.25 - $52.6 $3,480 - $4,786	-91 Reduced 21.02%	342 $17,000
Q3 2020 Nov 04, 2020	BUY	$37.79 - $46.18 $226 - $277	6 Added 1.41%	433 $17,000
Q2 2020 Aug 12, 2020	BUY	$26.41 - $48.72 $2,588 - $4,774	98 Added 29.79%	427 $18,000
Q1 2020 May 13, 2020	BUY	$24.16 - $57.08 $144 - $342	6 Added 1.86%	329 $10,000
Q4 2019 Feb 12, 2020	BUY	$52.35 - $57.4 $157 - $172	3 Added 0.94%	323 $18,000
Q3 2019 Nov 13, 2019	BUY	$52.18 - $60.68 $313 - $364	6 Added 1.91%	320 $18,000
Q2 2019 Aug 07, 2019	BUY	$51.57 - $57.92 $154 - $173	3 Added 0.96%	314 $18,000
Q4 2018 Feb 05, 2019	BUY	$41.08 - $60.65 $287 - $424	7 Added 2.3%	311 $14,000
Q3 2018 Nov 13, 2018	BUY	$52.86 - $59.54 $158 - $178	3 Added 1.0%	304 $18,000
Q2 2018 Aug 13, 2018	BUY	$52.58 - $61.46 $105 - $122	2 Added 0.67%	301 $16,000
Q4 2017 Feb 13, 2018	BUY	$64.92 - $71.76 $259 - $287	4 Added 1.36%	299 $21,000
Q3 2017 Nov 13, 2017	BUY	$59.92 - $67.04 $17,676 - $19,776	295	295 $19,000

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 $21.4B
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...

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Winch Advisory Services, LLC Principal Financial Group Inc Transaction History