Institutional Ownership Principal Spectrum Pfd Secs Ac (PREF)
This table provides information about the institutional ownership of Principal Spectrum Pfd Secs Ac (PREF). We have compiled data on the 85 institutions that hold shares in the stock, with a total of 37 Million shares, which have been reported (via 13F filing form) to have a value of $674 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
6,976,096
shares
|
$127 Million
0.01% of portfolio
|
Q1 2024
Added 17.56%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
6,326,014
shares
|
$115 Million
0.03% of portfolio
|
Q1 2024
Reduced 7.74%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
4,676,186
shares
|
$85.2 Million
0.02% of portfolio
|
Q1 2024
Added 4.77%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
4,261,334
shares
|
$77.6 Million
0.01% of portfolio
|
Q1 2024
Added 18.04%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,417,713
shares
|
$25.8 Million
0.01% of portfolio
|
Q1 2024
Added 0.2%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 15, 2024 Q1 2024 |
1,371,031
shares
|
$25 Million
1.08% of portfolio
|
Q1 2024
Added 12.32%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
1,182,930
shares
|
$21.6 Million
0.06% of portfolio
|
Q1 2024
Added 30.29%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
980,959
shares
|
$17.9 Million
0.01% of portfolio
|
Q1 2024
Added 16.8%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
912,464
shares
|
$16.6 Million
0.01% of portfolio
|
Q1 2024
Added 16.89%
|
|
Cornerstone Wealth Group, LLC
|
Apr 17, 2024 Q1 2024 |
694,902
shares
|
$12.7 Million
1.1% of portfolio
|
Q1 2024
Added 3.44%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
633,350
shares
|
$11.5 Million
0.21% of portfolio
|
Q1 2024
Added 9.37%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
604,728
shares
|
$11 Million
0.04% of portfolio
|
Q3 2022
Added 1.6%
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2024 Q1 2024 |
541,222
shares
|
$9.86 Million
2.4% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
501,069
shares
|
$9.13 Million
0.0% of portfolio
|
Q1 2024
Added 10.59%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
375,927
shares
|
$6.85 Million
0.21% of portfolio
|
Q1 2024
Added 18.89%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
327,404
shares
|
$5.97 Million
0.01% of portfolio
|
Q1 2024
Added 2.24%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
318,982
shares
|
$5.81 Million
0.01% of portfolio
|
Q1 2024
Reduced 12.18%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
297,841
shares
|
$5.43 Million
0.01% of portfolio
|
Q1 2024
Added 111.5%
|
|
Rogco, LP
Claremore, OK |
May 08, 2024 Q1 2024 |
290,914
shares
|
$5.3 Million
2.16% of portfolio
|
Q1 2024
Added 1.76%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
288,354
shares
|
$5.25 Million
0.01% of portfolio
|
Q1 2024
Reduced 24.05%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Apr 16, 2024 Q1 2024 |
273,144
shares
|
$4.98 Million
0.48% of portfolio
|
Q1 2024
Reduced 80.31%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
213,748
shares
|
$3.89 Million
0.01% of portfolio
|
Q1 2024
Added 10.95%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
184,021
shares
|
$3.35 Million
0.06% of portfolio
|
Q4 2022
Added 2.23%
|
|
Main Street Investment Advisors LLC
|
May 08, 2024 Q1 2024 |
173,507
shares
|
$3.16 Million
0.38% of portfolio
|
Q2 2023
Reduced 63.78%
|
|
Psi Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
170,406
shares
|
$3.1 Million
1.12% of portfolio
|
Q1 2024
Added 14.65%
|