Veritable, L.P. Principal Financial Group Inc Transaction History

Veritable, L.P.

$0
Q3 2023

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	SELL	$65.46 - $77.11 $86,930 - $102,402	-1,328 Reduced 13.91%	8,216 $623,000
Q1 2023 May 12, 2023	SELL	$69.69 - $93.39 $302,593 - $405,499	-4,342 Reduced 31.27%	9,544 $709,000
Q4 2022 Feb 14, 2023	SELL	$75.39 - $95.0 $180,031 - $226,860	-2,388 Reduced 14.67%	13,886 $1.17 Million
Q3 2022 Nov 14, 2022	SELL	$61.13 - $79.78 $225,875 - $294,787	-3,695 Reduced 18.5%	16,274 $1.17 Million
Q2 2022 Aug 15, 2022	BUY	$62.84 - $76.21 $45,621 - $55,328	726 Added 3.77%	19,969 $1.33 Million
Q1 2022 May 11, 2022	BUY	$64.37 - $78.95 $37,012 - $45,396	575 Added 3.08%	19,243 $1.41 Million
Q4 2021 Feb 14, 2022	BUY	$65.12 - $73.93 $55,091 - $62,544	846 Added 4.75%	18,668 $1.35 Million
Q3 2021 Nov 15, 2021	BUY	$59.2 - $68.12 $139,297 - $160,286	2,353 Added 15.21%	17,822 $1.15 Million
Q2 2021 Aug 16, 2021	BUY	$59.74 - $66.87 $517,049 - $578,759	8,655 Added 127.02%	15,469 $977,000
Q1 2021 May 17, 2021	BUY	$48.31 - $61.55 $106,426 - $135,594	2,203 Added 47.78%	6,814 $409,000
Q4 2020 Feb 11, 2021	BUY	$38.25 - $52.6 $176,370 - $242,538	4,611 New	4,611 $229,000
Q3 2020 Nov 13, 2020	SELL	$37.79 - $46.18 $195,676 - $239,120	-5,178 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$26.41 - $48.72 $136,750 - $252,272	5,178 New	5,178 $215,000
Q1 2020 May 13, 2020	SELL	$24.16 - $57.08 $136,238 - $321,874	-5,639 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$52.35 - $57.4 $12,773 - $14,005	-244 Reduced 4.15%	5,639 $310,000
Q3 2019 Nov 12, 2019	BUY	$52.18 - $60.68 $8,348 - $9,708	160 Added 2.8%	5,883 $336,000
Q2 2019 Aug 12, 2019	SELL	$51.57 - $57.92 $5,208 - $5,849	-101 Reduced 1.73%	5,723 $331,000
Q1 2019 May 15, 2019	BUY	$43.39 - $53.09 $26,901 - $32,915	620 Added 11.91%	5,824 $292,000
Q4 2018 Feb 14, 2019	SELL	$41.08 - $60.65 $35,739 - $52,765	-870 Reduced 14.32%	5,204 $230,000
Q3 2018 Nov 14, 2018	BUY	$52.86 - $59.54 $1,004 - $1,131	19 Added 0.31%	6,074 $356,000
Q2 2018 Aug 13, 2018	SELL	$52.58 - $61.46 $23,923 - $27,964	-455 Reduced 6.99%	6,055 $321,000
Q1 2018 May 14, 2018	SELL	$57.76 - $75.04 $16,057 - $20,861	-278 Reduced 4.1%	6,510 $397,000
Q4 2017 Feb 13, 2018	BUY	$64.92 - $71.76 $42,262 - $46,715	651 Added 10.61%	6,788 $479,000
Q3 2017 Nov 14, 2017	BUY	$59.92 - $67.04 $367,729 - $411,424	6,137	6,137 $395,000

Others Institutions Holding PFG

# of Institutions

830

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 $20.4B
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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