Purchases and Sales Made in Q3 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 Q3 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
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
205K
+ 9.72%
$3.44M - $3.74M
2.31M $43.3M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
128K
+ 15.03%
$2.14M - $2.33M
977K $18.3M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
101K
+ 14.19%
$1.69M - $1.84M
812K $15.2M
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
85.4K
+ 5.12%
$1.43M - $1.56M
1.75M $32.8M
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
71.7K
+ 96.73%
$1.2M - $1.31M
146K $2.73M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
52.4K
+ 15.6%
$880K - $956K
388K $7.27M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
41.1K
New
$690K - $750K
41.1K $770K
Nov 09, 2022 Q3 2022
Jacobi Capital Management LLC

BUY
 -
35.9K
New
$603K - $655K
35.9K $673K
Oct 12, 2022 Q3 2022
Willis Johnson & Associates, Inc.

BUY
 -
26.2K
+ 16.36%
$440K - $478K
186K $3.49M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
21.8K
+ 5.38%
$366K - $398K
428K $8.01M
Oct 19, 2022 Q3 2022
Foundations Investment Advisors, LLC

BUY
 -
18.9K
+ 33.16%
$317K - $344K
75.8K $1.42M
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
16.4K
+ 11.77%
$276K - $299K
156K $2.92M
Nov 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
16.3K
+ 3.03%
$274K - $298K
555K $10.4M
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
13.9K
+ 9.67%
$233K - $253K
158K $2.95M
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
10.3K
+ 7.95%
$173K - $188K
140K $2.62M
Nov 14, 2022 Q3 2022
Covington Capital Management

BUY
 -
9.55K
+ 1.6%
$160K - $174K
605K $11.3M
Oct 31, 2022 Q3 2022
Pinnacle Financial Partners Inc

BUY
 -
6K
+ 20.72%
$101K - $109K
35K $655K
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
5.87K
+ 23.05%
$98.5K - $107K
31.3K $587K
Oct 28, 2022 Q3 2022
Mechanics Financial Corp

BUY
 -
3.36K
+ 18.11%
$56.4K - $61.2K
21.9K $410K
Nov 09, 2022 Q3 2022
W.G. Shaheen & Associates Dba Whitney & CO

BUY
 -
3K
+ 25.86%
$50.3K - $54.7K
14.6K $273K
Nov 03, 2022 Q3 2022
Motco

BUY
 -
2.49K
New
$41.8K - $45.4K
2.49K $46.7K
Oct 13, 2022 Q3 2022
Activest Wealth Management

BUY
 -
2.26K
+ 6.65%
$37.9K - $41.1K
36.2K $677K
Oct 25, 2022 Q3 2022
Dearborn Partners LLC

BUY
 -
2.23K
+ 1.91%
$37.4K - $40.7K
119K $2.22M
Oct 07, 2022 Q3 2022
Massmutual Trust CO Fsb

BUY
 -
1.4K
+ 189.05%
$23.5K - $25.5K
2.14K $40K
Oct 26, 2022 Q3 2022
Capital Investment Advisory Services, LLC

BUY
 -
1.21K
+ 5.28%
$20.3K - $22K
24.1K $451K
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
818
+ 4.79%
$13.7K - $14.9K
17.9K $335K
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
370
+ 0.96%
$6.21K - $6.75K
39K $731K
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
291
+ 1.98%
$4.88K - $5.3K
15K $280K
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
35
+ 0.37%
$587 - $638
9.46K $177K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
21
+ 0.34%
$352 - $383
6.12K $115K
Nov 03, 2022 Q3 2022
Global Retirement Partners, LLC

BUY
 -
14
+ 1.59%
$235 - $255
893 $16.7K
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
5
+ 0.02%
$83.9 - $91.2
21.5K $403K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 13, 2022 Q3 2022
Umb Bank, N.A.

SELL
 -
-21
- 0.05%
$352 - $383
45.8K $858K
Oct 31, 2022 Q3 2022
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-208
- 0.14%
$3.49K - $3.79K
154K $2.88M
Oct 28, 2022 Q3 2022
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-817
- 0.86%
$13.7K - $14.9K
93.9K $1.76M
Nov 14, 2022 Q3 2022
Greenwich Wealth Management LLC

Greenwich, CT
SELL
 -
-1.01K
- 9.03%
$16.9K - $18.4K
10.2K $190K
Oct 24, 2022 Q3 2022
Nottingham Advisors, Inc.

Amherst, NY
SELL
 -
-1.21K
- 0.49%
$20.2K - $22K
246K $4.6M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

SELL
 -
-1.23K
- 1.56%
$20.6K - $22.4K
77.7K $1.46M
Oct 11, 2022 Q3 2022
Advisory Resource Group

SELL
 -
-1.24K
- 1.53%
$20.8K - $22.6K
79.5K $1.49M
Nov 01, 2022 Q3 2022
Brinker Capital Investments, LLC

SELL
 -
-1.41K
- 0.78%
$23.6K - $25.6K
180K $3.37M
Oct 24, 2022 Q3 2022
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-2.48K
- 4.47%
$41.6K - $45.2K
53K $991K
Oct 11, 2022 Q3 2022
Davenport & CO LLC

SELL
 -
-2.52K
- 11.68%
$42.2K - $45.8K
19K $356K
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-2.64K
- 0.88%
$44.3K - $48.1K
299K $5.6M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-3.23K
- 0.99%
$54.2K - $58.9K
323K $6.06M
Nov 04, 2022 Q3 2022
Xml Financial, LLC

SELL
 -
-4.04K
- 16.23%
$67.8K - $73.7K
20.9K $391K
Oct 20, 2022 Q3 2022
Psi Advisors, LLC

SELL
 -
-5.07K
- 3.69%
$85.1K - $92.4K
132K $2.48M
Nov 14, 2022 Q3 2022
United Services Automobile Association

San Antonio, TX
SELL
 -
-7.17K
- 8.25%
$120K - $131K
79.8K $1.49M
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-8.13K
- 9.4%
$136K - $148K
78.3K $1.47M

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