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 85 institutions that hold shares in the stock, with a total of 37 Million shares, which have been reported (via 13F filing form) to have a value of $673 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
41,121
shares
|
$748,813
0.03% of portfolio
|
Q2 2020
Reduced 99.33%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
39,666
shares
|
$722,317
0.02% of portfolio
|
Q4 2023
New holding
|
|
Laidlaw Wealth Management LLC
New York City, NY |
May 15, 2024 Q1 2024 |
36,464
shares
|
$664,009
0.39% of portfolio
|
Q1 2024
Added 21.69%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
36,002
shares
|
$655,596
0.02% of portfolio
|
Q1 2024
Added 11.82%
|
|
Pinnacle Financial Partners Inc
|
Apr 30, 2024 Q1 2024 |
34,935
shares
|
$636,166
0.01% of portfolio
|
Q1 2024
Reduced 9.85%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
33,527
shares
|
$610,526
0.0% of portfolio
|
Q1 2024
Added 56.05%
|
|
Pitcairn CO
Jenkintown, PA |
May 13, 2024 Q1 2024 |
32,386
shares
|
$589,749
0.04% of portfolio
|
Q3 2023
Reduced 37.68%
|
|
Signature Securities Group Corporation
|
Apr 15, 2024 Q1 2024 |
29,441
shares
|
$536,120
0.15% of portfolio
|
Q1 2024
Added 36.23%
|
|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
27,096
shares
|
$493,418
0.04% of portfolio
|
Q1 2024
Reduced 10.44%
|
|
Mechanics Financial Corp
|
May 03, 2024 Q1 2024 |
25,588
shares
|
$465,957
0.24% of portfolio
|
Q1 2024
Added 5.13%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
23,112
shares
|
$420,869
0.0% of portfolio
|
Q1 2024
Reduced 34.08%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
23,103
shares
|
$420,705
0.0% of portfolio
|
Q1 2024
Added 10.94%
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
22,358
shares
|
$407,139
0.05% of portfolio
|
Q1 2024
Added 24.99%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
22,025
shares
|
$401,075
0.09% of portfolio
|
Q1 2024
Added 18.69%
|
|
Jacobi Capital Management LLC
|
May 10, 2024 Q1 2024 |
20,441
shares
|
$372,230
0.03% of portfolio
|
Q1 2024
Added 9.75%
|
|
Xml Financial, LLC
|
May 15, 2024 Q1 2024 |
19,873
shares
|
$361,887
0.04% of portfolio
|
Q1 2024
Added 1.19%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
15,828
shares
|
$288,227
0.02% of portfolio
|
Q1 2024
Added 358.65%
|
|
Greytown Advisors Inc.
Miami, FL |
May 15, 2024 Q1 2024 |
15,022
shares
|
$273,550
0.15% of portfolio
|
Q4 2023
Added 5.65%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
14,743
shares
|
$268,470
0.06% of portfolio
|
Q1 2024
Reduced 29.2%
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 08, 2024 Q1 2024 |
14,300
shares
|
$260,403
0.03% of portfolio
|
Q1 2024
Reduced 2.05%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
12,330
shares
|
$224,529
0.01% of portfolio
|
Q1 2024
Added 0.09%
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 14, 2024 Q1 2024 |
10,770
shares
|
$196,121
0.02% of portfolio
|
Q1 2024
Reduced 91.14%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
10,231
shares
|
$186,306
0.03% of portfolio
|
Q1 2024
New holding
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
May 01, 2024 Q1 2024 |
10,000
shares
|
$182,100
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
9,681
shares
|
$176,291
0.0% of portfolio
|
Q1 2024
Reduced 1.46%
|