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 119 institutions that hold shares in the stock, with a total of 50.9 Million shares, which have been reported (via 13F filing form) to have a value of $954 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
9,229,323
shares
|
$173 Million
0.01% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
7,046,166
shares
|
$132 Million
0.02% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,110,193
shares
|
$115 Million
0.01% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,135,370
shares
|
$58.8 Million
0.01% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,094,950
shares
|
$58 Million
0.01% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
2,777,729
shares
|
$52.1 Million
10.84% of portfolio
|
Q1 2025
Added 17.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,109,257
shares
|
$39.5 Million
0.02% of portfolio
|
Q1 2025
Added 17.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,863,989
shares
|
$34.9 Million
0.01% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
1,380,931
shares
|
$25.9 Million
4.82% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,233,237
shares
|
$23.1 Million
0.05% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,079,117
shares
|
$20.2 Million
0.01% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
787,811
shares
|
$14.8 Million
0.21% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
635,807
shares
|
$11.9 Million
0.2% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
604,771
shares
|
$11.3 Million
2.45% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
604,728
shares
|
$11.3 Million
0.04% of portfolio
|
Q3 2022
Added 1.6%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
521,227
shares
|
$9.77 Million
1.22% of portfolio
|
Q1 2025
Added 19.46%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
481,665
shares
|
$9.03 Million
1.83% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
411,958
shares
|
$7.72 Million
0.01% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
402,626
shares
|
$7.55 Million
0.63% of portfolio
|
Q1 2025
Added 12.87%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
383,019
shares
|
$7.18 Million
0.01% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
375,315
shares
|
$7.04 Million
2.81% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
299,623
shares
|
$5.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
293,854
shares
|
$5.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
292,799
shares
|
$5.49 Million
1.64% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
254,234
shares
|
$4.77 Million
1.57% of portfolio
|
Q1 2025
Added 16.92%
|