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 |
|---|---|---|---|---|---|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
284,025
shares
|
$5.37 Million
0.0% of portfolio
|
Q2 2025
Added 23.39%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
235,944
shares
|
$4.46 Million
0.02% of portfolio
|
Q2 2025
Added 45.83%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
227,778
shares
|
$4.31 Million
1.9% of portfolio
|
Q2 2025
Reduced 22.21%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
224,275
shares
|
$4.24 Million
1.11% of portfolio
|
Q2 2025
Added 16.1%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
209,390
shares
|
$3.96 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
181,787
shares
|
$3.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
158,682
shares
|
$3 Million
0.02% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
156,002
shares
|
$2.95 Million
0.11% of portfolio
|
Q3 2022
Added 11.77%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
138,387
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
136,786
shares
|
$2.59 Million
0.06% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
131,041
shares
|
$2.48 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
130,435
shares
|
$2.47 Million
1.7% of portfolio
|
Q2 2025
Added 14.75%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
130,360
shares
|
$2.46 Million
1.31% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
129,186
shares
|
$2.44 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
117,386
shares
|
$2.22 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
117,383
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
103,095
shares
|
$1.95 Million
0.15% of portfolio
|
Q2 2025
Added 18.55%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
102,829
shares
|
$1.94 Million
0.01% of portfolio
|
Q2 2025
Added 58.66%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
102,645
shares
|
$1.94 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
99,541
shares
|
$1.88 Million
0.73% of portfolio
|
Q2 2025
Reduced 21.56%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
95,623
shares
|
$1.81 Million
0.2% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
94,733
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
89,256
shares
|
$1.69 Million
0.01% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
85,845
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
84,284
shares
|
$1.59 Million
0.08% of portfolio
|
Q2 2025
Reduced 19.07%
|