Patriot Financial Group Insurance Agency, LLC Principal Spectrum Pfd Secs Ac Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 15, 2020	SELL	$15.88 - $20.7 $2,080 - $2,711	-131 Closed	0 $0
Q4 2018 Feb 04, 2019	BUY	N/A	31 Added 31.0%	131 $12,000
Q3 2018 Oct 30, 2018	SELL	N/A	-5,031 Reduced 98.05%	100 $10,000
Q2 2018 Aug 14, 2018	BUY	N/A	100 Added 1.99%	5,131 $488,000
Q1 2018 May 14, 2018	BUY	N/A	31 Added 0.62%	5,031 $488,000
Q4 2017 Feb 14, 2018	BUY	N/A	5,000	5,000 $502,000

Others Institutions Holding PREF

# of Institutions

Shares Held

40.4M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

8M
Shares

$149 Million
0.01% of portfolio
Ubs Group Ag

6.52M
Shares

$122 Million
0.03% of portfolio
Morgan Stanley New York, NY

5.29M
Shares

$98.8 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

4.98M
Shares

$93 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

1.74M
Shares

$32.6 Million
0.01% of portfolio

View Full List

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