Purchases and Sales Made in Q1 2023 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 2023. 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 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
4.33M
+ 471.8%
$70.8M - $78.2M
5.25M $98.2M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
447K
+ 22.99%
$7.31M - $8.07M
2.39M $44.7M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
420K
+ 128.13%
$6.87M - $7.58M
747K $14M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
390K
+ 42.91%
$6.38M - $7.04M
1.3M $24.3M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
316K
+ 81.85%
$5.16M - $5.7M
701K $13.1M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
292K
+ 133.64%
$4.77M - $5.27M
510K $9.54M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
179K
+ 45.29%
$2.92M - $3.22M
573K $10.7M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
151K
+ 474.93%
$2.47M - $2.72M
183K $3.42M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
81.4K
New
$1.33M - $1.47M
81.4K $1.52M
Apr 18, 2023 Q1 2023
Activest Wealth Management

BUY
 -
69.2K
+ 145.28%
$1.13M - $1.25M
117K $2.19M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
44.6K
+ 9.73%
$729K - $805K
502K $9.4M
May 09, 2023 Q1 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
31.3K
+ 228.32%
$513K - $566K
45.1K $844K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
22.7K
+ 8.33%
$372K - $410K
296K $5.53M
Apr 27, 2023 Q1 2023
Sunesis Advisors, LLC

BUY
 -
21K
New
$344K - $380K
21K $394K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
18.9K
New
$309K - $341K
18.9K $353K
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
16.9K
New
$276K - $305K
16.9K $316K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
13.5K
+ 8.79%
$220K - $243K
167K $3.12M
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
8.2K
+ 7.72%
$134K - $148K
114K $2.14M
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
7.41K
+ 5.78%
$121K - $134K
135K $2.54M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
6.98K
+ 8.2%
$114K - $126K
92.1K $1.72M
May 09, 2023 Q1 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
5.63K
+ 1.35%
$92K - $102K
424K $7.93M
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
5.56K
+ 17.19%
$90.9K - $100K
37.9K $709K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
5.01K
+ 11.96%
$82K - $90.5K
46.9K $878K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
4.2K
+ 5.09%
$68.7K - $75.8K
86.7K $1.62M
Apr 20, 2023 Q1 2023
Sage Rhino Capital LLC

BUY
 -
4.17K
+ 4.62%
$68.3K - $75.3K
94.6K $1.77M
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1.88K
+ 1.98%
$30.7K - $33.9K
96.7K $1.81M
May 15, 2023 Q1 2023
Advisory Resource Group

BUY
 -
1.68K
+ 2.1%
$27.4K - $30.3K
81.3K $1.52M
Apr 06, 2023 Q1 2023
Willis Johnson & Associates, Inc.

BUY
 -
1.45K
+ 0.76%
$23.7K - $26.2K
193K $3.61M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
1.18K
+ 1.55%
$19.4K - $21.4K
77.7K $1.45M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
450
New
$7.36K - $8.13K
450 $8.42K
May 05, 2023 Q1 2023
Jacobi Capital Management LLC

BUY
 -
322
+ 1.1%
$5.27K - $5.82K
29.5K $553K
May 15, 2023 Q1 2023
Xml Financial, LLC

BUY
 -
226
+ 1.21%
$3.7K - $4.08K
18.9K $355K
May 05, 2023 Q1 2023
Mechanics Financial Corp

BUY
 -
152
+ 0.67%
$2.49K - $2.75K
22.9K $429K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

SELL
 -
-666
- 4.01%
$10.9K - $12K
15.9K $298K
May 04, 2023 Q1 2023
Dearborn Partners LLC

SELL
 -
-697
- 0.59%
$11.4K - $12.6K
118K $2.22M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-1.25K
- 38.87%
$20.5K - $22.6K
1.97K $36.8K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

SELL
 -
-2.13K
- 14.41%
$34.8K - $38.4K
12.6K $236K
May 12, 2023 Q1 2023
Nottingham Advisors, Inc.

Amherst, NY
SELL
 -
-3.76K
- 2.75%
$61.6K - $68K
133K $2.5M
May 05, 2023 Q1 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-3.84K
- 6.02%
$62.8K - $69.3K
59.9K $1.12M
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

SELL
 -
-4.05K
- 16.82%
$66.2K - $73.1K
20K $375K
May 15, 2023 Q1 2023
First Manhattan CO

New York, NY
SELL
 -
-6K
- 50.0%
$98.2K - $108K
6K $112K
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

SELL
 -
-6.67K
- 8.88%
$109K - $120K
68.4K $1.28M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-10.1K
- 25.73%
$166K - $183K
29.3K $548K
May 15, 2023 Q1 2023
United Services Automobile Association

San Antonio, TX
SELL
 -
-11.6K
- 15.68%
$189K - $209K
62.2K $1.16M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-15.5K
- 10.97%
$254K - $280K
126K $2.36M
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

SELL
 -
-22.2K
- 58.49%
$363K - $400K
15.7K $294K
Apr 28, 2023 Q1 2023
Main Street Investment Advisors LLC

SELL
 -
-31.9K
- 28.59%
$522K - $576K
79.7K $1.49M
May 05, 2023 Q1 2023
Truist Financial Corp

SELL
 -
-41.8K
- 21.47%
$684K - $755K
153K $2.86M

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