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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
6.01K+ 8.39% |
$111K - $113K
|
77.7K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.08K+ 5.19% |
$94.2K - $95.5K
|
103K
$1.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.28K+ 17.87% |
$79.4K - $80.5K
|
28.2K
$533K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
3.69K+ 2.78% |
$68.4K - $69.3K
|
136K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.57K+ 3.83% |
$66.2K - $67.1K
|
96.7K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.95K+ 5.74% |
$54.7K - $55.5K
|
54.3K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.5K+ 2.3% |
$46.4K - $47K
|
111K
$2.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.79K+ 0.82% |
$33.1K - $33.6K
|
221K
$4.17M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.78KNew |
$33K - $33.5K
|
1.78K
$33.6K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.64K+ 3.37% |
$30.4K - $30.8K
|
50.3K
$950K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
1.53K+ 5.41% |
$28.3K - $28.7K
|
29.7K
$561K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.49K+ 3.86% |
$27.7K - $28.1K
|
40.2K
$758K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.34KNew |
$24.9K - $25.2K
|
1.34K
$25.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
669+ 3.35% |
$12.4K - $12.6K
|
20.7K
$390K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
534+ 4.61% |
$9.91K - $10K
|
12.1K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
341+ 14.21% |
$6.33K - $6.41K
|
2.74K
$51.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
89+ 0.81% |
$1.65K - $1.67K
|
11K
$208K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
84+ 0.81% |
$1.56K - $1.58K
|
10.4K
$197K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11+ 0.11% |
$204 - $207
|
10.3K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
25.3KNew |
$470K - $476K
|
25.3K
$478K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
23.3KNew |
$434K - $439K
|
23.3K
$441K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
10.1KNew |
$188K - $190K
|
10.1K
$191K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
8.28KNew |
$154K - $156K
|
8.28K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.56K+ 3.35% |
$47.6K - $48.1K
|
78.9K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.5K+ 17.86% |
$46.5K - $47K
|
16.5K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.06K+ 2.7% |
$19.6K - $19.8K
|
40.2K
$758K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
191+ 1.77% |
$3.55K - $3.59K
|
11K
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
185New |
$3.44K - $3.48K
|
185
$3.49K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
111+ 1.11% |
$2.06K - $2.09K
|
10.1K
$191K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
98.8K+ 10.08% |
$1.8M - $1.86M
|
1.08M
$20.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
36.7KNew |
$667K - $689K
|
36.7K
$692K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.8K+ 4.26% |
$306K - $316K
|
412K
$7.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
13.6KNew |
$248K - $257K
|
13.6K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
11.9KNew |
$216K - $223K
|
11.9K
$224K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.6KNew |
$29.1K - $30.1K
|
1.6K
$30.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
794New |
$14.4K - $14.9K
|
794
$15K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
495New |
$9K - $9.31K
|
495
$9.35K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
20K+ 50.42% |
$356K - $367K
|
59.7K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.1KNew |
$181K - $186K
|
10.1K
$191K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.8K+ 1.12% |
$139K - $143K
|
703K
$13.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5KNew |
$89.1K - $91.7K
|
5K
$94.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.78KNew |
$85.1K - $87.6K
|
4.78K
$90.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.46K+ 0.39% |
$43.8K - $45.1K
|
636K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.74K+ 11.58% |
$31K - $31.9K
|
16.8K
$316K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1KNew |
$17.8K - $18.3K
|
1K
$18.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8+ 1.87% |
$143 - $147
|
435
$8.21K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
2.48KNew |
$43.1K - $45K
|
2.48K
$46.7K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
21New |
$366 - $382
|
21
$396
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11+ 0.09% |
$192 - $200
|
12.3K
$233K
|
|