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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
23,335
shares
|
$429,597
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
19,984
shares
|
$367,905
0.0% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
19,276
shares
|
$354,871
0.03% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
19,214
shares
|
$353,729
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
17,511
shares
|
$322,377
0.03% of portfolio
|
Q4 2024
Reduced 13.56%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
16,762
shares
|
$308,588
0.18% of portfolio
|
Q2 2024
Added 11.58%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
16,762
shares
|
$308,588
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
16,500
shares
|
$303,765
0.03% of portfolio
|
Q4 2024
Added 17.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
15,271
shares
|
$281,139
0.0% of portfolio
|
Q4 2024
Reduced 62.67%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
14,719
shares
|
$270,976
0.2% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
14,289
shares
|
$263,060
0.01% of portfolio
|
Q1 2025
Reduced 44.4%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
11,578
shares
|
$213,150
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
11,029
shares
|
$203,043
0.13% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
10,969
shares
|
$201,939
0.01% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
10,329
shares
|
$190,156
0.0% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
10,283
shares
|
$189,310
0.03% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
10,111
shares
|
$186,143
0.02% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
10,100
shares
|
$185,941
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
9,483
shares
|
$174,582
0.01% of portfolio
|
Q4 2024
Added 496.79%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
8,276
shares
|
$152,361
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
6,348
shares
|
$116,866
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
5,000
shares
|
$92,050
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,212
shares
|
$77,542
0.01% of portfolio
|
Q4 2024
Reduced 43.9%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
4,120
shares
|
$75,849
0.03% of portfolio
|
Q3 2024
Added 46.36%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,666
shares
|
$49,081
0.0% of portfolio
|
Q3 2024
Added 77.73%
|