Institutional shares held 56.5 Million
0 calls
0 puts
Total value of holdings $1.08B
$0 calls
$0 puts
# of Institutions 133


Latest Institutional Activity in PREF

Top Purchases

Q3 2025
Ameriprise Financial Inc Shares Held: 1.08M ($20.6M)
Q3 2025
Bank Of America Corp Shares Held: 10.7M ($205M)
Q3 2025
Morgan Stanley Shares Held: 6.59M ($126M)
Q3 2025
Wells Fargo & Company Shares Held: 3.59M ($68.5M)
Q3 2025
Psi Advisors, LLC Shares Held: 286K ($5.46M)

Top Sells

Q3 2025
Ifc Advisors LLC Shares Held: 2.62M ($50M)
Q3 2025
Lpl Financial LLC Shares Held: 2.72M ($51.9M)
Q3 2025
Flynn Zito Capital Management, LLC Shares Held: 54.2K ($1.03M)
Q3 2025
Mirae Asset Global Investments Co., Ltd. Shares Held: 43.8K ($836K)
Q3 2025
Permanens Capital L.P. Shares Held: 1.47M ($28M)

About PREF

Track Institutional and Insider Activities on PREF

Follow PRINCIPAL SPECTRUM PFD SECS AC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells PREF shares.

Notify only if

Insider Trading

Get notified when an Principal Spectrum Pfd Secs Ac insider buys or sells PREF shares.

Notify only if

News

Receive news related to PRINCIPAL SPECTRUM PFD SECS AC

Track Activities on PREF