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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
10,294
shares
|
$193,012
0.03% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
10,111
shares
|
$189,581
0.02% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
10,100
shares
|
$189,375
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
8,276
shares
|
$155,175
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
6,348
shares
|
$119,025
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
5,000
shares
|
$93,750
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
4,120
shares
|
$77,250
0.03% of portfolio
|
Q3 2024
Added 46.36%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,414
shares
|
$64,012
0.01% of portfolio
|
Q1 2025
Reduced 18.95%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2,741
shares
|
$51,393
0.0% of portfolio
|
Q1 2025
Added 14.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,468
shares
|
$46,275
0.0% of portfolio
|
Q1 2025
Reduced 83.84%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,780
shares
|
$33,375
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,600
shares
|
$30,000
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,500
shares
|
$28,125
0.0% of portfolio
|
Q1 2025
Reduced 43.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,340
shares
|
$25,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
700
shares
|
$13,125
0.24% of portfolio
|
Q1 2025
Reduced 96.52%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
535
shares
|
$10,031
0.0% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
495
shares
|
$9,281
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
185
shares
|
$3,468
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|