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 |
|---|---|---|---|---|---|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
14,000
shares
|
$261,520
0.03% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
13,644
shares
|
$254,869
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
13,644
shares
|
$254,869
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
11,851
shares
|
$221,376
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,778
shares
|
$201,333
0.01% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
10,262
shares
|
$191,694
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
10,169
shares
|
$189,956
0.0% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
10,000
shares
|
$186,800
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,508
shares
|
$140,249
0.01% of portfolio
|
Q4 2023
Added 127.79%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
5,000
shares
|
$93,400
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
4,120
shares
|
$76,961
0.02% of portfolio
|
Q3 2024
Added 46.36%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,666
shares
|
$49,800
0.0% of portfolio
|
Q3 2024
Added 77.73%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,400
shares
|
$44,832
0.0% of portfolio
|
Q2 2024
Reduced 47.45%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,600
shares
|
$29,888
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$18,680
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
794
shares
|
$14,831
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
495
shares
|
$9,246
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|