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 93 institutions that hold shares in the stock, with a total of 40.4 Million shares, which have been reported (via 13F filing form) to have a value of $754 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
156,002
shares
|
$2.91 Million
0.11% of portfolio
|
Q3 2022
Added 11.77%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
137,131
shares
|
$2.56 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
132,430
shares
|
$2.47 Million
1.4% of portfolio
|
Q3 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
124,029
shares
|
$2.32 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
121,770
shares
|
$2.27 Million
0.1% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
113,383
shares
|
$2.12 Million
0.06% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
113,303
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 35.89%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
108,937
shares
|
$2.03 Million
0.28% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
107,905
shares
|
$2.02 Million
0.08% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
105,315
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.87%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
104,217
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
102,214
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2024
Added 37.57%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
93,979
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
91,405
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
82,462
shares
|
$1.54 Million
1.24% of portfolio
|
Q2 2024
Reduced 40.77%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
82,412
shares
|
$1.54 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
76,301
shares
|
$1.43 Million
0.33% of portfolio
|
Q3 2024
Added 25.42%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
75,302
shares
|
$1.41 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
68,554
shares
|
$1.28 Million
0.33% of portfolio
|
Q3 2024
Added 30.84%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
63,001
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
62,129
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
61,355
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.17%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
59,666
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2024
Added 50.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
59,504
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 50.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
59,143
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 90.96%
|