Purchases and Sales Made in Q3 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 Q3 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
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
1.02M
New
$17.1M - $17.6M
1.02M $19.1M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
763K
New
$12.8M - $13.2M
763K $14.3M
Nov 14, 2023 Q3 2023
Rogco, LP

Claremore, OK
BUY
 -
361K
New
$6.04M - $6.25M
361K $6.74M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
294K
+ 34.06%
$4.91M - $5.08M
1.16M $21.6M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
288K
+ 8.71%
$4.82M - $4.99M
3.6M $67.2M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
209K
+ 204.09%
$3.5M - $3.62M
312K $5.83M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
142K
New
$2.37M - $2.46M
142K $2.65M
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
118K
New
$1.97M - $2.04M
118K $2.2M
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
91.4K
New
$1.53M - $1.58M
91.4K $1.71M
Nov 13, 2023 Q3 2023
Delta Investment Management, LLC

BUY
 -
60.6K
New
$1.01M - $1.05M
60.6K $1.13M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
50.3K
+ 10.9%
$840K - $869K
511K $9.55M
Nov 13, 2023 Q3 2023
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
29.7K
New
$497K - $514K
29.7K $555K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
28.2K
New
$471K - $488K
28.2K $527K
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
28K
New
$469K - $485K
28K $523K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
27.5K
+ 167.74%
$459K - $475K
43.8K $819K
Oct 13, 2023 Q3 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
26.2K
New
$438K - $453K
26.2K $489K
Oct 31, 2023 Q3 2023
Main Street Investment Advisors LLC

BUY
 -
24.1K
+ 38.43%
$404K - $418K
87K $1.62M
Oct 25, 2023 Q3 2023
Willis Johnson & Associates, Inc.

BUY
 -
16.7K
+ 11.92%
$280K - $290K
157K $2.94M
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
16.5K
+ 34.57%
$276K - $285K
64.2K $1.2M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
11.8K
New
$198K - $205K
11.8K $221K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
11.7K
+ 60.98%
$196K - $202K
30.9K $577K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
10.9K
+ 6.66%
$182K - $188K
174K $3.26M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
10.2K
+ 1.39%
$170K - $176K
740K $13.8M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
9.61K
+ 10.24%
$161K - $166K
103K $1.93M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
4.82K
+ 1.53%
$80.6K - $83.4K
320K $5.98M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
4.13K
+ 23.97%
$69K - $71.4K
21.4K $399K
Oct 13, 2023 Q3 2023
First Citizens Financial Corp

BUY
 -
3.61K
+ 10.53%
$60.4K - $62.5K
37.9K $709K
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.25K
+ 3.53%
$54.3K - $56.2K
95.3K $1.78M
Nov 13, 2023 Q3 2023
Four Thought Financial Partners, LLC

Venice, FL
BUY
 -
1.31K
+ 3.26%
$21.9K - $22.7K
41.5K $776K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
1.1K
+ 0.79%
$18.4K - $19K
139K $2.6M
Oct 24, 2023 Q3 2023
Mechanics Financial Corp

BUY
 -
300
+ 1.31%
$5.02K - $5.19K
23.2K $434K
Nov 06, 2023 Q3 2023
Xml Financial, LLC

BUY
 -
232
+ 1.21%
$3.88K - $4.01K
19.4K $362K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
126
+ 0.63%
$2.11K - $2.18K
20.1K $375K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
95
New
$1.59K - $1.64K
95 $1.77K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

SELL
 -
-56
- 0.06%
$936 - $969
92.5K $1.73M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-75
- 42.86%
$1.25K - $1.3K
100 $1.87K
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

SELL
 -
-286
- 0.21%
$4.78K - $4.95K
134K $2.5M
Nov 03, 2023 Q3 2023
Nottingham Advisors, Inc.

Amherst, NY
SELL
 -
-610
- 0.47%
$10.2K - $10.6K
130K $2.43M
Nov 02, 2023 Q3 2023
Principal Financial Group Inc

Des Moines, IA
SELL
 -
-618
- 1.36%
$10.3K - $10.7K
44.7K $835K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-901
- 45.83%
$15.1K - $15.6K
1.07K $19.9K
Nov 07, 2023 Q3 2023
Motco

SELL
 -
-956
- 39.6%
$16K - $16.5K
1.46K $27.2K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-1.34K
Closed
$22.5K - $23.2K
0 $0
Nov 01, 2023 Q3 2023
Dearborn Partners LLC

SELL
 -
-1.37K
- 1.31%
$23K - $23.8K
103K $1.93M
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

SELL
 -
-2.48K
- 6.57%
$41.5K - $43K
35.3K $660K
Nov 14, 2023 Q3 2023
United Services Automobile Association

San Antonio, TX
SELL
 -
-2.61K
- 5.85%
$43.7K - $45.2K
42K $785K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-2.99K
- 86.76%
$50.1K - $51.8K
457 $8.54K
Oct 26, 2023 Q3 2023
Sage Rhino Capital LLC

SELL
 -
-3.67K
- 7.45%
$61.3K - $63.4K
45.5K $851K
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-4.17K
- 4.5%
$69.8K - $72.2K
88.6K $1.65M

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