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 132 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $998 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
10,222,023
shares
|
$193 Million
0.01% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,921,965
shares
|
$131 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
6,156,993
shares
|
$116 Million
0.01% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,250,027
shares
|
$61.4 Million
0.01% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,073,039
shares
|
$58.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
2,819,142
shares
|
$53.3 Million
10.0% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,791,483
shares
|
$52.8 Million
0.02% of portfolio
|
Q2 2025
Added 32.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,532,641
shares
|
$29 Million
0.01% of portfolio
|
Q2 2025
Reduced 17.78%
|
|
|
Permanens Capital L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,520,729
shares
|
$28.7 Million
4.08% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,213,739
shares
|
$22.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,079,117
shares
|
$20.4 Million
0.01% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
693,069
shares
|
$13.1 Million
0.18% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
635,807
shares
|
$12 Million
0.2% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
604,728
shares
|
$11.4 Million
0.04% of portfolio
|
Q3 2022
Added 1.6%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
582,078
shares
|
$11 Million
1.24% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
525,948
shares
|
$9.94 Million
1.92% of portfolio
|
Q2 2025
Added 9.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
504,757
shares
|
$9.54 Million
0.01% of portfolio
|
Q2 2025
Added 31.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
429,357
shares
|
$8.11 Million
0.15% of portfolio
|
Q2 2025
Added 94.4%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
425,217
shares
|
$8.04 Million
0.64% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
411,958
shares
|
$7.79 Million
0.01% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
408,148
shares
|
$7.71 Million
1.55% of portfolio
|
Q2 2025
Reduced 32.51%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
403,476
shares
|
$7.63 Million
0.0% of portfolio
|
Q2 2025
Added 59.71%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
380,684
shares
|
$7.19 Million
2.72% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
305,236
shares
|
$5.77 Million
0.01% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
292,424
shares
|
$5.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.49%
|