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 130 institutions that hold shares in the stock, with a total of 52.7 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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
495
shares
|
$9,454
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
453
shares
|
$8,652
0.0% of portfolio
|
Q2 2025
Reduced 15.33%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
373
shares
|
$7,124
0.01% of portfolio
|
Q3 2025
Reduced 12.85%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
287
shares
|
$5,481
0.0% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
200
shares
|
$3,820
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
5
shares
|
$95
0.0% of portfolio
|
Q2 2025
Reduced 99.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|