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 119 institutions that hold shares in the stock, with a total of 50.9 Million shares, which have been reported (via 13F filing form) to have a value of $954 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
30,272
shares
|
$567,600
0.01% of portfolio
|
Q1 2025
Reduced 21.02%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
29,718
shares
|
$557,212
0.26% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
28,218
shares
|
$529,087
0.11% of portfolio
|
Q1 2025
Added 17.87%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
25,772
shares
|
$483,225
0.05% of portfolio
|
Q1 2025
Added 53.75%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
25,663
shares
|
$481,181
0.14% of portfolio
|
Q1 2025
Added 33.56%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
25,300
shares
|
$474,375
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
25,184
shares
|
$472,200
0.01% of portfolio
|
Q4 2024
Reduced 41.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
20,653
shares
|
$387,243
0.0% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
19,540
shares
|
$366,375
0.01% of portfolio
|
Q1 2025
Added 106.05%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
18,516
shares
|
$347,175
0.03% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
17,468
shares
|
$327,525
0.0% of portfolio
|
Q1 2025
Reduced 74.42%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
17,043
shares
|
$319,556
0.02% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
16,762
shares
|
$314,287
0.18% of portfolio
|
Q2 2024
Added 11.58%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
16,500
shares
|
$309,375
0.03% of portfolio
|
Q4 2024
Added 17.86%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
15,456
shares
|
$289,800
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
14,719
shares
|
$275,981
0.2% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
14,694
shares
|
$275,512
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
14,289
shares
|
$267,918
0.01% of portfolio
|
Q1 2025
Reduced 44.4%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
12,253
shares
|
$229,743
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
12,112
shares
|
$227,100
0.18% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
11,497
shares
|
$215,568
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
11,264
shares
|
$211,200
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
11,029
shares
|
$206,793
0.13% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
11,000
shares
|
$206,250
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
10,413
shares
|
$195,243
0.0% of portfolio
|
Q1 2025
Added 0.81%
|