Purchases and Sales Made in Q1 2022 in Principal Spectrum Pfd Secs Ac (PREF)

PREF Quotes by TradingView

This table provides information about the institutional ownership of Principal Spectrum Pfd Secs Ac (PREF) during Q1 2022. The information is specifically focused on institutions that hold shares of PRINCIPAL SPECTRUM PFD SECS AC.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
780K
+ 1846.45%
$14.5M - $15.8M
822K $15.4M
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
491K
+ 29.45%
$9.15M - $9.96M
2.16M $40.4M
May 16, 2022 Q1 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
473K
+ 2710.53%
$8.82M - $9.59M
490K $9.18M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
355K
+ 267.74%
$6.62M - $7.21M
488K $9.13M
Apr 22, 2022 Q1 2022
Truist Financial Corp

BUY
 -
167K
+ 79.2%
$3.11M - $3.39M
378K $7.07M
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
71.2K
+ 17.88%
$1.33M - $1.45M
470K $8.79M
May 13, 2022 Q1 2022
Covington Capital Management

BUY
 -
59.8K
+ 11.54%
$1.12M - $1.21M
578K $10.8M
May 10, 2022 Q1 2022
Willis Johnson & Associates, Inc.

BUY
 -
48.5K
+ 77.1%
$904K - $983K
111K $2.08M
Apr 22, 2022 Q1 2022
Umb Bank, N.A.

BUY
 -
44.1K
+ 2831.23%
$822K - $894K
45.6K $854K
May 10, 2022 Q1 2022
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
38.7K
+ 18.5%
$721K - $784K
248K $4.64M
May 04, 2022 Q1 2022
Dearborn Partners LLC

BUY
 -
24.3K
+ 33.58%
$453K - $493K
96.7K $1.81M
May 04, 2022 Q1 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
23.7K
+ 38.11%
$442K - $481K
86K $1.61M
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
20.1K
+ 48.92%
$375K - $408K
61.2K $1.15M
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
19.7K
+ 6.19%
$368K - $400K
338K $6.33M
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
15.6K
+ 23.21%
$291K - $316K
82.7K $1.55M
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
14.8K
+ 1.33%
$275K - $299K
1.12M $21M
May 13, 2022 Q1 2022
W.G. Shaheen & Associates Dba Whitney & CO

BUY
 -
14.4K
New
$269K - $293K
14.4K $270K
May 12, 2022 Q1 2022
Raymond James Trust N.A.

BUY
 -
11K
New
$205K - $223K
11K $206K
May 16, 2022 Q1 2022
Brinker Capital Investments, LLC

BUY
 -
9.86K
+ 6.51%
$184K - $200K
161K $3.02M
Apr 20, 2022 Q1 2022
Psi Advisors, LLC

BUY
 -
9.31K
+ 7.23%
$174K - $189K
138K $2.58M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
9.23K
+ 2.97%
$172K - $187K
320K $5.99M
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
9.13K
+ 6.9%
$170K - $185K
141K $2.65M
May 13, 2022 Q1 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
7.28K
New
$136K - $148K
7.28K $136K
Apr 14, 2022 Q1 2022
Pinnacle Bancorp, Inc.

BUY
 -
7.28K
New
$136K - $148K
7.28K $136K
Apr 19, 2022 Q1 2022
Foundations Investment Advisors, LLC

BUY
 -
5.74K
+ 41.57%
$107K - $117K
19.6K $366K
May 02, 2022 Q1 2022
Davenport & CO LLC

BUY
 -
3.48K
+ 18.75%
$64.9K - $70.6K
22K $413K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.74K
+ 231.73%
$32.4K - $35.3K
2.49K $46.6K
May 05, 2022 Q1 2022
Community Bank, N.A.

BUY
 -
1.6K
+ 1.23%
$29.8K - $32.5K
132K $2.47M
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
1.45K
New
$27K - $29.4K
1.45K $27.1K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
1.29K
+ 2.12%
$24.1K - $26.2K
62.3K $1.17M
May 02, 2022 Q1 2022
Pinnacle Financial Partners Inc

BUY
 -
944
+ 2.36%
$17.6K - $19.2K
41K $767K
May 11, 2022 Q1 2022
Us Bancorp \De\

BUY
 -
915
New
$17.1K - $18.6K
915 $17.1K
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
876
New
$16.3K - $17.8K
876 $16.4K
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

BUY
 -
276
New
$5.15K - $5.6K
276 $5.17K
Apr 06, 2022 Q1 2022
Advisory Resource Group

BUY
 -
58
+ 0.08%
$1.08K - $1.18K
76.8K $1.44M
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
13
New
$242 - $264
13 $243
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
4
+ 0.02%
$74.6 - $81.2
22.3K $418K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-22
- 0.36%
$410 - $446
6.08K $114K
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

SELL
 -
-63
Closed
$1.17K - $1.28K
0 $0
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-63
- 0.02%
$1.17K - $1.28K
319K $5.97M
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-75
Closed
$1.4K - $1.52K
0 $0
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

SELL
 -
-220
- 0.95%
$4.1K - $4.46K
22.9K $428K
May 13, 2022 Q1 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-242
- 86.43%
$4.51K - $4.91K
38 $711
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

SELL
 -
-313
- 2.15%
$5.84K - $6.35K
14.2K $266K
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

SELL
 -
-376
- 2.09%
$7.01K - $7.63K
17.7K $330K
May 05, 2022 Q1 2022
Rgt Wealth Advisors, LLC

SELL
 -
-499
Closed
$9.31K - $10.1K
0 $0
May 12, 2022 Q1 2022
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-563
Closed
$10.5K - $11.4K
0 $0
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-832
- 0.94%
$15.5K - $16.9K
87.3K $1.63M

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