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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
114+ 0.21% |
$2.07K - $2.14K
|
55.2K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
16+ 0.16% |
$291 - $301
|
10.3K
$192K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
20K+ 50.42% |
$356K - $367K
|
59.7K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.1KNew |
$181K - $186K
|
10.1K
$189K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.8K+ 1.12% |
$139K - $143K
|
703K
$13.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5KNew |
$89.1K - $91.7K
|
5K
$93.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.78KNew |
$85.1K - $87.6K
|
4.78K
$89.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.46K+ 0.39% |
$43.8K - $45.1K
|
636K
$11.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1.92K+ 7.5% |
$34.2K - $35.2K
|
27.5K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.74K+ 11.58% |
$31K - $31.9K
|
16.8K
$313K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1KNew |
$17.8K - $18.3K
|
1K
$18.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8+ 1.87% |
$143 - $147
|
435
$8.13K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
2.48KNew |
$43.1K - $45K
|
2.48K
$46.2K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
21New |
$366 - $382
|
21
$392
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11+ 0.09% |
$192 - $200
|
12.3K
$230K
|
|
| Q4 2023 | |||||||
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
46.6K+ 178.19% |
$761K - $818K
|
72.8K
$1.36M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
27.4KNew |
$447K - $480K
|
27.4K
$511K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
26.2KNew |
$428K - $460K
|
26.2K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
16.1KNew |
$262K - $282K
|
16.1K
$300K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10KNew |
$163K - $175K
|
10K
$187K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
4.26KNew |
$69.5K - $74.7K
|
4.26K
$79.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
4.21K+ 127.79% |
$68.8K - $73.9K
|
7.51K
$140K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.46KNew |
$40.2K - $43.1K
|
2.46K
$46K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
637+ 670.53% |
$10.4K - $11.2K
|
732
$13.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28KNew |
$469K - $485K
|
28K
$523K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8KNew |
$198K - $205K
|
11.8K
$221K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
59.4KNew |
$968K - $1.01M
|
59.4K
$1.11M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
750New |
$12.2K - $12.8K
|
750
$14K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
35New |
$571 - $596
|
35
$654
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
81.4KNew |
$1.33M - $1.47M
|
81.4K
$1.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
21KNew |
$344K - $380K
|
21K
$393K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.2K+ 7.72% |
$134K - $148K
|
114K
$2.14M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.63K+ 1.35% |
$92K - $102K
|
424K
$7.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.2K+ 5.09% |
$68.7K - $75.8K
|
86.7K
$1.62M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
554KNew |
$9.18M - $9.63M
|
554K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
102KNew |
$1.68M - $1.77M
|
102K
$1.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
98.1KNew |
$1.62M - $1.7M
|
98.1K
$1.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.01K+ 2.23% |
$66.3K - $69.6K
|
184K
$3.44M
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.4KNew |
$343K - $373K
|
20.4K
$382K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
16.4K+ 11.77% |
$276K - $299K
|
156K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
9.55K+ 1.6% |
$160K - $174K
|
605K
$11.3M
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.04KNew |
$17.8K - $19.6K
|
1.04K
$19.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
525New |
$9.02K - $9.96K
|
525
$9.81K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
63New |
$1.08K - $1.2K
|
63
$1.18K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
15New |
$258 - $285
|
15
$280
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.85KNew |
$97.7K - $100K
|
4.85K
$90.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.24KNew |
$24.9K - $25.6K
|
1.24K
$23.1K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
16.4KNew |
$334K - $341K
|
16.4K
$307K
|
|