Purchases and Sales Made in Q4 2022 in Principal Spectrum Pfd Secs Ac (PREF)
This table provides information about the institutional ownership of Principal Spectrum Pfd Secs Ac (PREF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-6.03K- 7.56% |
$99.8K - $105K
|
73.7K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.36K- 29.59% |
$105K - $111K
|
15.1K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6.74K- 18.75% |
$112K - $117K
|
29.2K
$546K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-12.4K- 9.38% |
$205K - $215K
|
120K
$2.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-14.5K- 18.53% |
$240K - $252K
|
63.8K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.4K- 16.19% |
$272K - $286K
|
85.1K
$1.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-17.5K- 11.35% |
$289K - $303K
|
136K
$2.55M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.2K- 34.97% |
$351K - $368K
|
39.4K
$737K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.1K- 44.27% |
$382K - $401K
|
29K
$542K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-25.1K- 11.41% |
$415K - $435K
|
195K
$3.64M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-63.4K- 43.48% |
$1.05M - $1.1M
|
82.5K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-68.4K- 7.0% |
$1.13M - $1.19M
|
909K
$17M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-109K- 44.23% |
$1.8M - $1.89M
|
137K
$2.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-172K- 54.88% |
$2.85M - $2.99M
|
141K
$2.64M
|