A detailed history of Creative Planning transactions in Principal Financial Group Inc stock. As of the latest transaction made, Creative Planning holds 46,428 shares of PFG stock, worth $3.54 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
46,428
Previous 49,785 6.74%
Holding current value
$3.54 Million
Previous $3.91 Million 2.13%
% of portfolio
0.0%
Previous 0.0%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$72.94 - $87.46 $244,859 - $293,603
-3,357 Reduced 6.74%
46,428 $3.99 Million
Q2 2024

Aug 15, 2024

BUY
$76.66 - $86.01 $118,976 - $133,487
1,552 Added 3.22%
49,785 $3.91 Million
Q1 2024

May 10, 2024

SELL
$77.2 - $86.31 $7,797 - $8,717
-101 Reduced 0.21%
48,233 $4.16 Million
Q4 2023

Feb 14, 2024

BUY
$66.88 - $79.58 $152,285 - $181,203
2,277 Added 4.94%
48,334 $3.8 Million
Q3 2023

Nov 16, 2023

BUY
$72.0 - $84.1 $1.65 Million - $1.92 Million
22,865 Added 98.59%
46,057 $3.32 Million
Q2 2023

Jul 21, 2023

BUY
$65.46 - $77.11 $63,823 - $75,182
975 Added 4.39%
23,192 $1.76 Million
Q1 2023

May 15, 2023

BUY
$69.69 - $93.39 $30,315 - $40,624
435 Added 2.0%
22,217 $1.65 Million
Q4 2022

Feb 10, 2023

BUY
$75.39 - $95.0 $213,353 - $268,850
2,830 Added 14.93%
21,782 $1.83 Million
Q3 2022

Nov 03, 2022

SELL
$61.13 - $79.78 $91,389 - $119,271
-1,495 Reduced 7.31%
18,952 $1.37 Million
Q2 2022

Aug 15, 2022

BUY
$62.84 - $76.21 $137,305 - $166,518
2,185 Added 11.96%
20,447 $1.37 Million
Q1 2022

May 16, 2022

BUY
$64.37 - $78.95 $112,196 - $137,609
1,743 Added 10.55%
18,262 $1.34 Million
Q4 2021

Feb 11, 2022

SELL
$65.12 - $73.93 $390 - $443
-6 Reduced 0.04%
16,519 $1.2 Million
Q3 2021

Nov 10, 2021

BUY
$59.2 - $68.12 $66,185 - $76,158
1,118 Added 7.26%
16,525 $1.06 Million
Q2 2021

Aug 04, 2021

SELL
$59.74 - $66.87 $66,968 - $74,961
-1,121 Reduced 6.78%
15,407 $974,000
Q1 2021

Apr 30, 2021

SELL
$48.31 - $61.55 $14,106 - $17,972
-292 Reduced 1.74%
16,528 $991,000
Q4 2020

Jan 29, 2021

BUY
$38.25 - $52.6 $34,310 - $47,182
897 Added 5.63%
16,820 $834,000
Q3 2020

Nov 05, 2020

SELL
$37.79 - $46.18 $27,889 - $34,080
-738 Reduced 4.43%
15,923 $641,000
Q2 2020

Jul 23, 2020

BUY
$26.41 - $48.72 $14,129 - $26,065
535 Added 3.32%
16,661 $692,000
Q1 2020

May 05, 2020

BUY
$24.16 - $57.08 $1,304 - $3,082
54 Added 0.34%
16,126 $505,000
Q4 2019

Jan 30, 2020

BUY
$52.35 - $57.4 $12,982 - $14,235
248 Added 1.57%
16,072 $884,000
Q3 2019

Nov 01, 2019

BUY
$52.18 - $60.68 $50,510 - $58,738
968 Added 6.52%
15,824 $904,000
Q2 2019

Jul 26, 2019

BUY
$51.57 - $57.92 $58,119 - $65,275
1,127 Added 8.21%
14,856 $860,000
Q1 2019

Apr 24, 2019

BUY
$43.39 - $53.09 $4,816 - $5,892
111 Added 0.82%
13,729 $689,000
Q4 2018

Feb 01, 2019

BUY
$41.08 - $60.65 $36,684 - $54,160
893 Added 7.02%
13,618 $601,000
Q3 2018

Oct 25, 2018

BUY
$52.86 - $59.54 $6,343 - $7,144
120 Added 0.95%
12,725 $746,000
Q2 2018

Jul 20, 2018

BUY
$52.58 - $61.46 $57,732 - $67,483
1,098 Added 9.54%
12,605 $667,000
Q1 2018

Apr 18, 2018

BUY
$57.76 - $75.04 $16,750 - $21,761
290 Added 2.59%
11,507 $701,000
Q4 2017

Jan 17, 2018

SELL
$64.92 - $71.76 $64,140 - $70,898
-988 Reduced 8.1%
11,217 $791,000
Q3 2017

Oct 17, 2017

BUY
$59.92 - $67.04 $731,323 - $818,223
12,205
12,205 $785,000

Others Institutions Holding PFG

About PRINCIPAL FINANCIAL GROUP INC


  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $19B
  • 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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