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 109 institutions that hold shares in the stock, with a total of 47 Million shares, which have been reported (via 13F filing form) to have a value of $866 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
218,761
shares
|
$4.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.62%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
217,448
shares
|
$4 Million
1.21% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
196,035
shares
|
$3.61 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
193,168
shares
|
$3.56 Million
1.01% of portfolio
|
Q1 2025
Added 193.59%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
184,021
shares
|
$3.39 Million
0.06% of portfolio
|
Q4 2022
Added 2.23%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
156,002
shares
|
$2.87 Million
0.11% of portfolio
|
Q3 2022
Added 11.77%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
142,746
shares
|
$2.63 Million
0.39% of portfolio
|
Q4 2024
Added 31.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
139,079
shares
|
$2.56 Million
0.02% of portfolio
|
Q4 2024
Added 52.16%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
137,131
shares
|
$2.52 Million
1.06% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
133,072
shares
|
$2.45 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
132,780
shares
|
$2.44 Million
1.41% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
127,405
shares
|
$2.35 Million
0.1% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
115,994
shares
|
$2.14 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
108,922
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
108,156
shares
|
$1.99 Million
0.09% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
105,918
shares
|
$1.95 Million
1.44% of portfolio
|
Q4 2024
Added 28.44%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
97,855
shares
|
$1.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
95,423
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
93,464
shares
|
$1.72 Million
0.24% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
93,148
shares
|
$1.71 Million
0.02% of portfolio
|
Q4 2024
Added 98.73%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
88,500
shares
|
$1.63 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
86,962
shares
|
$1.6 Million
0.16% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
79,132
shares
|
$1.46 Million
0.5% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
78,860
shares
|
$1.45 Million
0.32% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
77,664
shares
|
$1.43 Million
0.38% of portfolio
|
Q1 2025
Added 8.39%
|