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 132 institutions that hold shares in the stock, with a total of 52.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
34,241
shares
|
$654,003
0.01% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
32,096
shares
|
$613,033
0.02% of portfolio
|
Q2 2025
Reduced 20.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
31,705
shares
|
$605,565
0.0% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
30,618
shares
|
$584,803
0.02% of portfolio
|
Q3 2025
Reduced 15.32%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
30,272
shares
|
$578,195
0.01% of portfolio
|
Q1 2025
Reduced 21.02%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
28,025
shares
|
$535,277
0.06% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
25,663
shares
|
$490,163
0.04% of portfolio
|
Q1 2025
Added 33.56%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
25,300
shares
|
$483,230
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
23,500
shares
|
$448,850
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
23,000
shares
|
$439,300
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
21,739
shares
|
$415,214
0.0% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
20,475
shares
|
$391,072
0.23% of portfolio
|
Q3 2025
Added 15.84%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
20,417
shares
|
$389,964
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
19,965
shares
|
$381,331
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
19,583
shares
|
$374,035
0.2% of portfolio
|
Q2 2025
Added 2697.57%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
19,540
shares
|
$373,214
0.01% of portfolio
|
Q1 2025
Added 106.05%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
19,000
shares
|
$362,900
0.1% of portfolio
|
Q2 2025
Added 72.73%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
18,947
shares
|
$361,887
0.03% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
17,468
shares
|
$333,638
0.0% of portfolio
|
Q1 2025
Reduced 74.42%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
17,399
shares
|
$332,320
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
16,783
shares
|
$320,555
0.02% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
16,762
shares
|
$320,154
0.18% of portfolio
|
Q2 2024
Added 11.58%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
16,616
shares
|
$317,365
0.0% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
16,500
shares
|
$315,150
0.03% of portfolio
|
Q4 2024
Added 17.86%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
15,144
shares
|
$289,250
0.17% of portfolio
|
Q3 2025
Reduced 8.75%
|