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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.24K+ 92.31% |
$22.5K - $23.5K
|
2.58K
$49.2K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.13K+ 0.83% |
$20.5K - $21.4K
|
137K
$2.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.1K+ 2.53% |
$20K - $20.9K
|
44.5K
$850K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.09K+ 5.26% |
$19.8K - $20.6K
|
21.7K
$415K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
914+ 1.18% |
$16.6K - $17.3K
|
78.6K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
822+ 2.66% |
$15K - $15.6K
|
31.7K
$605K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
800New |
$14.6K - $15.2K
|
800
$15.3K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
740New |
$13.5K - $14K
|
740
$14.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
520+ 5.05% |
$9.47K - $9.86K
|
10.8K
$206K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
285New |
$5.19K - $5.41K
|
285
$5.44K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
202+ 1.09% |
$3.68K - $3.83K
|
18.7K
$357K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$3.64K - $3.79K
|
200
$3.82K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
132+ 1.17% |
$2.4K - $2.5K
|
11.4K
$218K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
122+ 1.17% |
$2.22K - $2.31K
|
10.5K
$201K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
65.8K+ 136.38% |
$1.22M - $1.24M
|
114K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
62.7KNew |
$1.16M - $1.18M
|
62.7K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
38.7KNew |
$718K - $728K
|
38.7K
$739K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
36.8K+ 16.92% |
$682K - $692K
|
254K
$4.85M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
34.2KNew |
$635K - $644K
|
34.2K
$654K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
14.7KNew |
$273K - $276K
|
14.7K
$281K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
11.5KNew |
$213K - $216K
|
11.5K
$219K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.1K+ 106.05% |
$187K - $189K
|
19.5K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
6.45K+ 33.56% |
$120K - $121K
|
25.7K
$490K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.78KNew |
$33K - $33.5K
|
1.78K
$34K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
341+ 14.21% |
$6.33K - $6.41K
|
2.74K
$52.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
89+ 0.81% |
$1.65K - $1.67K
|
11K
$211K
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
25.3KNew |
$470K - $476K
|
25.3K
$483K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
23.3KNew |
$434K - $439K
|
23.3K
$445K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
10.1KNew |
$188K - $190K
|
10.1K
$193K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
8.28KNew |
$154K - $156K
|
8.28K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.56K+ 3.35% |
$47.6K - $48.1K
|
78.9K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.5K+ 17.86% |
$46.5K - $47K
|
16.5K
$315K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.06K+ 2.7% |
$19.6K - $19.8K
|
40.2K
$767K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
191+ 1.77% |
$3.55K - $3.59K
|
11K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
111+ 1.11% |
$2.06K - $2.09K
|
10.1K
$193K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
98.8K+ 10.08% |
$1.8M - $1.86M
|
1.08M
$20.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
36.7KNew |
$667K - $689K
|
36.7K
$700K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.8K+ 4.26% |
$306K - $316K
|
412K
$7.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
13.6KNew |
$248K - $257K
|
13.6K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
11.9KNew |
$216K - $223K
|
11.9K
$226K
|
|
|
Aug 15, 2025
Q3 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
9.8KNew |
$178K - $184K
|
9.8K
$187K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.6KNew |
$29.1K - $30.1K
|
1.6K
$30.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
794New |
$14.4K - $14.9K
|
794
$15.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
495New |
$9K - $9.31K
|
495
$9.45K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
20K+ 50.42% |
$356K - $367K
|
59.7K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.1KNew |
$181K - $186K
|
10.1K
$194K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.8K+ 1.12% |
$139K - $143K
|
703K
$13.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5KNew |
$89.1K - $91.7K
|
5K
$95.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.78KNew |
$85.1K - $87.6K
|
4.78K
$91.2K
|
|