Institutional shares held 52.8 Million
0 calls
0 puts
Total value of holdings $998M
$0 calls
$0 puts
# of Institutions 131


Latest Institutional Activity in PREF

Top Purchases

Q2 2025
Bank Of America Corp Shares Held: 10.2M ($193M)
Q2 2025
Lpl Financial LLC Shares Held: 2.79M ($52.8M)
Q2 2025
Kwb Wealth Shares Held: 209K ($3.96M)
Q2 2025
Principal Securities, Inc. Shares Held: 429K ($8.11M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 403K ($7.63M)

Top Sells

Q2 2025
Raymond James Financial Inc Shares Held: 1.53M ($29M)
Q2 2025
Tyche Wealth Partners LLC Shares Held: 408K ($7.71M)
Q2 2025
Ubs Group Ag Shares Held: 6.92M ($131M)
Q2 2025
Benjamin Edwards Inc Shares Held: 693K ($13.1M)
Q2 2025
Axs Investments LLC Shares Held: 228K ($4.31M)

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