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, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.46K+ 0.39% |
$43.8K - $45.1K
|
636K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.74K+ 11.58% |
$31K - $31.9K
|
16.8K
$320K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1KNew |
$17.8K - $18.3K
|
1K
$19.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8+ 1.87% |
$143 - $147
|
435
$8.3K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
2.48KNew |
$43.1K - $45K
|
2.48K
$47.2K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
21New |
$366 - $382
|
21
$401
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11+ 0.09% |
$192 - $200
|
12.3K
$235K
|
|
| Q4 2023 | |||||||
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
27.4KNew |
$447K - $480K
|
27.4K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
16.1KNew |
$262K - $282K
|
16.1K
$307K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.46KNew |
$40.2K - $43.1K
|
2.46K
$47K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
637+ 670.53% |
$10.4K - $11.2K
|
732
$14K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28KNew |
$469K - $485K
|
28K
$535K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
59.4KNew |
$968K - $1.01M
|
59.4K
$1.13M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
750New |
$12.2K - $12.8K
|
750
$14.3K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
35New |
$571 - $596
|
35
$668
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
81.4KNew |
$1.33M - $1.47M
|
81.4K
$1.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
21KNew |
$344K - $380K
|
21K
$402K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.2K+ 7.72% |
$134K - $148K
|
114K
$2.19M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.63K+ 1.35% |
$92K - $102K
|
424K
$8.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.2K+ 5.09% |
$68.7K - $75.8K
|
86.7K
$1.65M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
554KNew |
$9.18M - $9.63M
|
554K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
102KNew |
$1.68M - $1.77M
|
102K
$1.94M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
98.1KNew |
$1.62M - $1.7M
|
98.1K
$1.87M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
16.4K+ 11.77% |
$276K - $299K
|
156K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
9.55K+ 1.6% |
$160K - $174K
|
605K
$11.5M
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.04KNew |
$17.8K - $19.6K
|
1.04K
$19.8K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
525New |
$9.02K - $9.96K
|
525
$10K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
63New |
$1.08K - $1.2K
|
63
$1.2K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.85KNew |
$97.7K - $100K
|
4.85K
$92.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.24KNew |
$24.9K - $25.6K
|
1.24K
$23.7K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
16.4KNew |
$334K - $341K
|
16.4K
$314K
|
|