Latest Institutional Purchases of Principal Spectrum Pfd Secs Ac (PREF)
This list provides information on the latest institutional transactions involving Principal Spectrum Pfd Secs Ac (PREF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
1.38MNew |
$25.6M - $26M
|
1.38M
$25.8M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
415K+ 17.57% |
$7.7M - $7.81M
|
2.78M
$51.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
395K+ 5.95% |
$7.34M - $7.44M
|
7.05M
$132M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
329K+ 3.7% |
$6.1M - $6.19M
|
9.23M
$173M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
312K+ 17.37% |
$5.79M - $5.87M
|
2.11M
$39.4M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
293KNew |
$5.43M - $5.51M
|
293K
$5.48M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
161K+ 5.48% |
$2.98M - $3.02M
|
3.09M
$57.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
127K+ 193.59% |
$2.36M - $2.4M
|
193K
$3.61M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
107K+ 195.96% |
$1.99M - $2.02M
|
162K
$3.03M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
104K+ 5.9% |
$1.93M - $1.95M
|
1.86M
$34.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
85.6K+ 2.81% |
$1.59M - $1.61M
|
3.14M
$58.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
84.9K+ 19.46% |
$1.57M - $1.6M
|
521K
$9.75M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
76.4KNew |
$1.42M - $1.44M
|
76.4K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
65.8K+ 136.38% |
$1.22M - $1.24M
|
114K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
62.7KNew |
$1.16M - $1.18M
|
62.7K
$1.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60.8K+ 5.19% |
$1.13M - $1.14M
|
1.23M
$23.1M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
45.9K+ 12.87% |
$851K - $863K
|
403K
$7.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
38.7KNew |
$718K - $728K
|
38.7K
$724K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
36.8K+ 16.92% |
$682K - $692K
|
254K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
35.6KNew |
$660K - $669K
|
35.6K
$665K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
34.2KNew |
$635K - $644K
|
34.2K
$640K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
34.1K+ 17.42% |
$633K - $642K
|
230K
$4.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.9K+ 15.48% |
$628K - $637K
|
253K
$4.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
33.3K+ 7.44% |
$619K - $627K
|
482K
$9.01M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.9KNew |
$573K - $581K
|
30.9K
$578K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.6K+ 7.75% |
$511K - $518K
|
383K
$7.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25.8K+ 79.23% |
$478K - $485K
|
58.3K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.2K+ 47.59% |
$448K - $455K
|
75K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.8K+ 0.39% |
$441K - $447K
|
6.11M
$114M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
23.6K+ 6.72% |
$438K - $445K
|
375K
$7.02M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21.2K+ 2.77% |
$394K - $399K
|
788K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15.6K+ 28.35% |
$290K - $294K
|
70.7K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.5K+ 16.26% |
$288K - $292K
|
111K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.5KNew |
$287K - $291K
|
15.5K
$289K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
14.7KNew |
$273K - $276K
|
14.7K
$275K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.7K+ 9.1% |
$235K - $238K
|
152K
$2.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
12.3KNew |
$227K - $230K
|
12.3K
$229K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
11.5KNew |
$213K - $216K
|
11.5K
$215K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.3KNew |
$209K - $212K
|
11.3K
$211K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
11KNew |
$204K - $207K
|
11K
$206K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.1K+ 106.05% |
$187K - $189K
|
19.5K
$365K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
9.84K+ 1.65% |
$183K - $185K
|
605K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
9.5K+ 12.61% |
$176K - $179K
|
84.9K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
9.01K+ 53.75% |
$167K - $169K
|
25.8K
$482K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.25K+ 6.48% |
$153K - $155K
|
136K
$2.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
7.76K+ 7.32% |
$144K - $146K
|
114K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.52K+ 20.94% |
$140K - $141K
|
43.4K
$812K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
6.45K+ 33.56% |
$120K - $121K
|
25.7K
$480K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
6.01K+ 8.39% |
$111K - $113K
|
77.7K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.08K+ 5.19% |
$94.2K - $95.5K
|
103K
$1.92M
|