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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
2.36MNew |
$43.9M - $44.4M
|
2.36M
$44.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.76MNew |
$32.7M - $33.1M
|
1.76M
$33M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.19M+ 68.43% |
$22.2M - $22.4M
|
2.93M
$55M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
902K+ 11.27% |
$16.8M - $16.9M
|
8.9M
$167M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
801K+ 15.16% |
$14.9M - $15.1M
|
6.09M
$114M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
436KNew |
$8.11M - $8.2M
|
436K
$8.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
246K+ 240.38% |
$4.57M - $4.62M
|
348K
$6.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
196KNew |
$3.64M - $3.69M
|
196K
$3.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
140K+ 8.43% |
$2.6M - $2.63M
|
1.8M
$33.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
134K+ 2.06% |
$2.5M - $2.53M
|
6.65M
$125M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
100KNew |
$1.86M - $1.88M
|
100K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
88.5KNew |
$1.65M - $1.66M
|
88.5K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
65.8KNew |
$1.22M - $1.24M
|
65.8K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47.7K+ 52.16% |
$886K - $896K
|
139K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
46.3K+ 98.73% |
$860K - $870K
|
93.1K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
38.7KNew |
$719K - $727K
|
38.7K
$725K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
33.8K+ 31.04% |
$629K - $636K
|
143K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
31.2K+ 9.59% |
$580K - $587K
|
357K
$6.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
28.6K+ 6.81% |
$531K - $537K
|
448K
$8.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27.5K+ 24.26% |
$511K - $517K
|
141K
$2.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
25.3KNew |
$470K - $476K
|
25.3K
$474K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
23.5K+ 28.44% |
$436K - $441K
|
106K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
23.3KNew |
$434K - $439K
|
23.3K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22.3K+ 2.99% |
$414K - $419K
|
767K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.4K+ 6.1% |
$380K - $384K
|
355K
$6.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
20.1KNew |
$374K - $378K
|
20.1K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
19.9K+ 35.9% |
$370K - $374K
|
75.4K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
19.2KNew |
$357K - $361K
|
19.2K
$360K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.2K+ 49.77% |
$338K - $342K
|
54.7K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
11.6KNew |
$215K - $218K
|
11.6K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10.5K+ 14.0% |
$196K - $198K
|
85.8K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
10.1KNew |
$188K - $190K
|
10.1K
$189K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.93K+ 21.98% |
$185K - $187K
|
55.1K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
8.28KNew |
$154K - $156K
|
8.28K
$155K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.89K+ 496.79% |
$147K - $148K
|
9.48K
$178K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.94K+ 11.32% |
$129K - $131K
|
68.3K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.85K+ 40.06% |
$127K - $129K
|
23.9K
$449K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
6.35KNew |
$118K - $119K
|
6.35K
$119K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.64K+ 4.63% |
$105K - $106K
|
127K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.71K+ 4.51% |
$87.5K - $88.5K
|
109K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3.1K+ 4.52% |
$57.6K - $58.3K
|
71.7K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2.72K+ 1.27% |
$50.6K - $51.2K
|
217K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.56K+ 3.35% |
$47.6K - $48.1K
|
78.9K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.5K+ 17.86% |
$46.5K - $47K
|
16.5K
$309K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.93K+ 5.29% |
$35.8K - $36.2K
|
38.3K
$718K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.44K+ 1.54% |
$26.8K - $27.1K
|
95.4K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.34K+ 3.88% |
$24.9K - $25.2K
|
35.9K
$673K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.3K+ 9.5% |
$24.1K - $24.4K
|
14.9K
$280K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.27K+ 2.47% |
$23.6K - $23.9K
|
52.6K
$986K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.06K+ 2.7% |
$19.6K - $19.8K
|
40.2K
$753K
|