Purchases and Sales Made in Q2 2024 in Principal Spectrum Pfd Secs Ac (PREF)
This table provides information about the institutional ownership of Principal Spectrum Pfd Secs Ac (PREF) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
441K+ 44.93% |
$7.85M - $8.08M
|
1.42M
$26.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
375K+ 26.44% |
$6.68M - $6.88M
|
1.79M
$33.5M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
351K+ 8.25% |
$6.26M - $6.44M
|
4.61M
$86.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
351K+ 8.25% |
$6.26M - $6.44M
|
4.61M
$86.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
333K+ 7.13% |
$5.94M - $6.12M
|
5.01M
$93.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
331K+ 4.75% |
$5.9M - $6.08M
|
7.31M
$137M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
187K+ 175.35% |
$3.33M - $3.42M
|
293K
$5.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
120KNew |
$2.15M - $2.21M
|
120K
$2.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
109K+ 9.24% |
$1.95M - $2M
|
1.29M
$24.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
107K+ 37.03% |
$1.9M - $1.96M
|
395K
$7.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
72K+ 5.25% |
$1.28M - $1.32M
|
1.44M
$27M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
69.2K+ 18.4% |
$1.23M - $1.27M
|
445K
$8.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
67.8K+ 7.43% |
$1.21M - $1.24M
|
980K
$18.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
46.6K+ 8.62% |
$831K - $855K
|
588K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
36.6K+ 13.4% |
$652K - $671K
|
310K
$5.79M
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
35.4K+ 11.88% |
$630K - $649K
|
333K
$6.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
35.2K+ 20.65% |
$627K - $645K
|
206K
$3.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
23K+ 77.97% |
$409K - $421K
|
52.4K
$979K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
20K+ 50.42% |
$356K - $367K
|
59.7K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.7K+ 16.62% |
$351K - $362K
|
138K
$2.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14.8K+ 17.74% |
$264K - $272K
|
98.2K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.2KNew |
$253K - $260K
|
14.2K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
13.5K+ 61.16% |
$240K - $247K
|
35.5K
$663K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.9K+ 6.04% |
$230K - $237K
|
227K
$4.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.3K+ 2.46% |
$220K - $226K
|
513K
$9.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12KNew |
$214K - $221K
|
12K
$225K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.7KNew |
$191K - $196K
|
10.7K
$200K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.1KNew |
$181K - $186K
|
10.1K
$189K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.86K+ 34.01% |
$140K - $144K
|
31K
$579K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.8K+ 1.12% |
$139K - $143K
|
703K
$13.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
7.71K+ 5.88% |
$137K - $141K
|
139K
$2.6M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.09K+ 5.74% |
$108K - $112K
|
112K
$2.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.89K+ 16.35% |
$105K - $108K
|
41.9K
$782K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5KNew |
$89.1K - $91.7K
|
5K
$93.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.78KNew |
$85.1K - $87.6K
|
4.78K
$89.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
4.61K+ 6.88% |
$82.1K - $84.5K
|
71.6K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.35K+ 19.47% |
$77.6K - $79.8K
|
26.7K
$499K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.77K+ 4.14% |
$67.2K - $69.2K
|
95K
$1.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.09K+ 19.5% |
$55K - $56.6K
|
18.9K
$353K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.74KNew |
$48.8K - $50.2K
|
2.74K
$51.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.46K+ 0.39% |
$43.8K - $45.1K
|
636K
$11.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1.92K+ 7.5% |
$34.2K - $35.2K
|
27.5K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.74K+ 11.58% |
$31K - $31.9K
|
16.8K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.63K+ 0.56% |
$29K - $29.8K
|
293K
$5.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.5KNew |
$26.7K - $27.5K
|
1.5K
$28K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.27K+ 2.13% |
$22.6K - $23.2K
|
60.8K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.04K+ 1.16% |
$18.6K - $19.1K
|
90.8K
$1.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1KNew |
$17.8K - $18.3K
|
1K
$18.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
987+ 1.93% |
$17.6K - $18.1K
|
52.1K
$973K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
788+ 2.16% |
$14K - $14.5K
|
37.3K
$696K
|