Purchases and Sales Made in Q1 2025 in Principal Spectrum Pfd Secs Ac (PREF)
This table provides information about the institutional ownership of Principal Spectrum Pfd Secs Ac (PREF) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
127K+ 193.59% |
$2.36M - $2.4M
|
193K
$3.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
84.9K+ 19.46% |
$1.57M - $1.6M
|
521K
$9.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60.8K+ 5.19% |
$1.13M - $1.14M
|
1.23M
$22.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.52K+ 20.94% |
$140K - $141K
|
43.4K
$800K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
6.01K+ 8.39% |
$111K - $113K
|
77.7K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.28K+ 17.87% |
$79.4K - $80.5K
|
28.2K
$519K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.12K+ 1.3% |
$20.8K - $21K
|
87K
$1.6M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
214+ 0.41% |
$3.97K - $4.03K
|
52.8K
$972K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
89+ 0.81% |
$1.65K - $1.67K
|
11K
$203K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-221- 1.48% |
$4.1K - $4.16K
|
14.7K
$271K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-6.67K- 6.66% |
$124K - $126K
|
93.5K
$1.72M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.82K- 5.55% |
$145K - $147K
|
133K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.4K- 44.4% |
$212K - $215K
|
14.3K
$263K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-19.4K- 96.52% |
$360K - $365K
|
700
$12.9K
|