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 133 institutions that hold shares in the stock, with a total of 56.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
90,032
shares
|
$1.72 Million
0.08% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
86,416
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
85,213
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
78,848
shares
|
$1.5 Million
0.47% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
71,789
shares
|
$1.37 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
67,243
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.17%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
66,894
shares
|
$1.28 Million
1.05% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
66,150
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Added 17.63%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
66,118
shares
|
$1.26 Million
0.39% of portfolio
|
Q3 2025
Reduced 15.86%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
63,890
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2025
Added 13.53%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
61,100
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
59,666
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2024
Added 50.42%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
59,335
shares
|
$1.13 Million
0.56% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
59,095
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
57,759
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
55,610
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Added 26.72%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
54,209
shares
|
$1.03 Million
0.43% of portfolio
|
Q3 2025
Reduced 53.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
51,238
shares
|
$977,621
0.0% of portfolio
|
Q3 2025
Added 33.34%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
47,378
shares
|
$903,972
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
44,477
shares
|
$848,621
0.13% of portfolio
|
Q3 2025
Added 28.96%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
44,476
shares
|
$848,602
0.02% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
43,829
shares
|
$836,257
0.0% of portfolio
|
Q3 2025
Reduced 57.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
41,121
shares
|
$784,588
0.03% of portfolio
|
Q2 2020
Reduced 99.33%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
36,894
shares
|
$703,937
0.27% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
36,650
shares
|
$699,281
0.12% of portfolio
|
Q3 2024
New holding
|
|