A detailed history of Plante Moran Financial Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 551 shares of PFG stock, worth $42,867. This represents 0.0% of its overall portfolio holdings.

Number of Shares
551
Previous 646 14.71%
Holding current value
$42,867
Previous $50,000 6.0%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 30, 2024

SELL
$72.94 - $87.46 $6,929 - $8,308
-95 Reduced 14.71%
551 $47,000
Q2 2024

Aug 12, 2024

BUY
$76.66 - $86.01 $7,666 - $8,601
100 Added 18.32%
646 $50,000
Q4 2023

Feb 05, 2024

SELL
$66.88 - $79.58 $5,149 - $6,127
-77 Reduced 12.36%
546 $42,000
Q3 2023

Nov 07, 2023

SELL
$72.0 - $84.1 $5,112 - $5,971
-71 Reduced 10.23%
623 $44,000
Q2 2023

Aug 07, 2023

SELL
$65.46 - $77.11 $6,611 - $7,788
-101 Reduced 12.7%
694 $52,000
Q4 2022

Feb 09, 2023

BUY
$75.39 - $95.0 $15,078 - $19,000
200 Added 33.61%
795 $66,000
Q3 2022

Nov 02, 2022

BUY
$61.13 - $79.78 $6,785 - $8,855
111 Added 22.93%
595 $43,000
Q1 2022

May 06, 2022

BUY
$64.37 - $78.95 $9,526 - $11,684
148 Added 44.05%
484 $36,000
Q1 2021

May 13, 2021

SELL
$48.31 - $61.55 $105,750 - $134,732
-2,189 Reduced 86.69%
336 $20,000
Q4 2020

Feb 09, 2021

BUY
$38.25 - $52.6 $59,211 - $81,424
1,548 Added 158.44%
2,525 $125,000
Q1 2019

May 13, 2019

BUY
$43.39 - $53.09 $4,382 - $5,362
101 Added 11.53%
977 $49,000
Q4 2018

Jan 29, 2019

SELL
$41.08 - $60.65 $8,010 - $11,826
-195 Reduced 18.21%
876 $39,000
Q3 2018

Nov 09, 2018

BUY
$52.86 - $59.54 $10,307 - $11,610
195 Added 22.26%
1,071 $63,000
Q2 2018

Jul 26, 2018

SELL
$52.58 - $61.46 $4,258 - $4,978
-81 Reduced 8.46%
876 $46,000
Q1 2018

May 01, 2018

SELL
$57.76 - $75.04 $2,425 - $3,151
-42 Reduced 4.2%
957 $58,000
Q4 2017

Feb 01, 2018

BUY
$64.92 - $71.76 $2,726 - $3,013
42 Added 4.39%
999 $70,000
Q3 2017

Nov 08, 2017

BUY
$59.92 - $67.04 $57,343 - $64,157
957
957 $62,000

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 $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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