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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
75,362
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Added 35.9%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
68,299
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
61,100
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
59,666
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2024
Added 50.42%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
55,562
shares
|
$1.02 Million
0.31% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
55,109
shares
|
$1.01 Million
0.1% of portfolio
|
Q4 2024
Added 21.98%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
54,669
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Added 49.77%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
54,005
shares
|
$994,232
0.02% of portfolio
|
Q4 2024
Reduced 13.08%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
52,823
shares
|
$972,471
0.56% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
51,366
shares
|
$945,648
0.0% of portfolio
|
Q4 2024
Reduced 54.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
50,784
shares
|
$934,933
0.0% of portfolio
|
Q4 2024
Reduced 14.13%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
48,673
shares
|
$896,069
0.09% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
48,264
shares
|
$888,540
0.0% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
43,442
shares
|
$799,767
0.02% of portfolio
|
Q1 2025
Added 20.94%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
41,121
shares
|
$757,037
0.03% of portfolio
|
Q2 2020
Reduced 99.33%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
40,305
shares
|
$742,015
0.03% of portfolio
|
Q4 2024
Reduced 21.64%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
40,160
shares
|
$739,345
0.28% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
38,667
shares
|
$711,859
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
38,331
shares
|
$705,673
0.01% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
36,650
shares
|
$674,726
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
32,530
shares
|
$598,877
0.06% of portfolio
|
Q4 2024
Reduced 21.82%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
28,218
shares
|
$519,493
0.11% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
28,193
shares
|
$519,033
0.24% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
25,300
shares
|
$465,773
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
25,184
shares
|
$463,637
0.01% of portfolio
|
Q4 2024
Reduced 41.61%
|