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 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $998 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
13,602
shares
|
$257,077
0.01% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
11,787
shares
|
$222,774
0.16% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
11,753
shares
|
$222,131
0.0% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
11,396
shares
|
$215,384
0.02% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
11,159
shares
|
$210,905
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
11,029
shares
|
$208,448
0.13% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
10,814
shares
|
$204,384
0.03% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
10,535
shares
|
$199,111
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
10,268
shares
|
$194,065
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
10,111
shares
|
$191,097
0.02% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
10,100
shares
|
$190,890
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
9,797
shares
|
$185,163
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
6,135
shares
|
$115,951
0.04% of portfolio
|
Q2 2025
Added 48.91%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
6,094
shares
|
$115,176
0.01% of portfolio
|
Q2 2025
Added 78.5%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
5,000
shares
|
$94,500
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
3,510
shares
|
$66,339
0.0% of portfolio
|
Q2 2025
Added 1797.3%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,741
shares
|
$51,804
0.0% of portfolio
|
Q1 2025
Added 14.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,577
shares
|
$48,705
0.0% of portfolio
|
Q2 2025
Added 92.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,468
shares
|
$46,645
0.0% of portfolio
|
Q1 2025
Reduced 83.84%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,390
shares
|
$45,171
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,780
shares
|
$33,642
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,600
shares
|
$30,239
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,500
shares
|
$28,349
0.0% of portfolio
|
Q1 2025
Reduced 43.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
915
shares
|
$17,293
0.0% of portfolio
|
Q2 2025
Reduced 93.6%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
800
shares
|
$15,119
0.0% of portfolio
|
Q2 2025
New holding
|