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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
55,453
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.52%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
55,168
shares
|
$1.03 Million
0.37% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
51,435
shares
|
$960,805
0.04% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
51,339
shares
|
$959,012
0.51% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
48,184
shares
|
$900,077
0.11% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
46,872
shares
|
$875,568
0.02% of portfolio
|
Q3 2024
Added 338.06%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
46,105
shares
|
$861,241
0.2% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
45,179
shares
|
$843,943
0.1% of portfolio
|
Q3 2024
Added 27.28%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
43,133
shares
|
$805,724
0.02% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
41,610
shares
|
$777,274
0.08% of portfolio
|
Q3 2024
Added 55.78%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
41,121
shares
|
$768,140
0.03% of portfolio
|
Q2 2020
Reduced 99.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
40,903
shares
|
$764,068
0.0% of portfolio
|
Q3 2024
Added 1394.99%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
39,105
shares
|
$730,481
0.39% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
36,650
shares
|
$684,622
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
36,502
shares
|
$681,857
0.0% of portfolio
|
Q3 2024
Added 16.1%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
36,406
shares
|
$680,064
0.01% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
34,580
shares
|
$645,954
0.02% of portfolio
|
Q3 2024
Added 143.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
27,924
shares
|
$521,620
0.02% of portfolio
|
Q3 2024
Added 47.63%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
27,508
shares
|
$513,849
0.23% of portfolio
|
Q2 2024
Added 7.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
20,815
shares
|
$388,824
0.0% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
20,347
shares
|
$380,081
0.04% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
20,259
shares
|
$378,438
0.03% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
17,093
shares
|
$319,297
0.07% of portfolio
|
Q3 2024
Added 42.09%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
16,762
shares
|
$313,114
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
16,762
shares
|
$313,114
0.18% of portfolio
|
Q2 2024
Added 11.58%
|