Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-176K- 59.89% |
$3.27M - $3.32M
|
118K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-135K- 38.83% |
$2.51M - $2.54M
|
213K
$3.99M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-50.8K- 74.42% |
$943K - $956K
|
17.5K
$327K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-23.7K- 26.77% |
$439K - $446K
|
64.8K
$1.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-19.4K- 96.52% |
$360K - $365K
|
700
$13.1K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-16K- 28.81% |
$297K - $301K
|
39.6K
$741K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.8K- 83.84% |
$237K - $241K
|
2.47K
$46.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.4K- 44.4% |
$212K - $215K
|
14.3K
$268K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-10.8K- 7.57% |
$201K - $203K
|
132K
$2.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-10.2K- 7.45% |
$190K - $192K
|
127K
$2.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.06K- 21.02% |
$149K - $152K
|
30.3K
$567K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.82K- 5.55% |
$145K - $147K
|
133K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.19K- 2.39% |
$133K - $135K
|
294K
$5.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-6.67K- 6.66% |
$124K - $126K
|
93.5K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-4.61K- 3.98% |
$85.6K - $86.8K
|
111K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-4.01K- 3.71% |
$74.3K - $75.4K
|
104K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.7K- 1.22% |
$68.6K - $69.5K
|
300K
$5.61M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.17K- 43.74% |
$21.6K - $21.9K
|
1.5K
$28.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-798- 18.95% |
$14.8K - $15K
|
3.41K
$63.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-760- 3.94% |
$14.1K - $14.3K
|
18.5K
$347K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-468- 2.67% |
$8.68K - $8.8K
|
17K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-439- 0.55% |
$8.14K - $8.26K
|
78.7K
$1.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-221- 1.48% |
$4.1K - $4.16K
|
14.7K
$276K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-88- 14.13% |
$1.63K - $1.66K
|
535
$10K
|
|
| Q4 2024 | |||||||
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-281K- 82.0% |
$5.23M - $5.29M
|
61.7K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17.9K- 41.61% |
$334K - $337K
|
25.2K
$472K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-11.1K- 21.64% |
$207K - $209K
|
40.3K
$755K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-8.12K- 13.08% |
$151K - $153K
|
54K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.9K- 3.02% |
$35.3K - $35.7K
|
61.1K
$1.14M
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-570- 1.22% |
$10.4K - $10.7K
|
46.1K
$864K
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.11K- 21.09% |
$55.4K - $57K
|
11.6K
$218K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-400- 3.71% |
$7.13K - $7.34K
|
10.4K
$194K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-110K- 93.22% |
$1.92M - $2M
|
8K
$150K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-19.6K- 37.68% |
$327K - $339K
|
32.4K
$607K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.61K- 5.85% |
$43.7K - $45.2K
|
42K
$787K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-956- 39.6% |
$16K - $16.5K
|
1.46K
$27.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-901- 45.83% |
$15.1K - $15.6K
|
1.07K
$19.9K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-1.58K- 1.94% |
$25.7K - $26.8K
|
79.7K
$1.49M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-6K- 50.0% |
$98.2K - $108K
|
6K
$112K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.1K- 44.27% |
$382K - $401K
|
29K
$544K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.36K- 29.59% |
$105K - $111K
|
15.1K
$284K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.48K- 4.47% |
$41.6K - $45.2K
|
53K
$992K
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.01K- 9.03% |
$16.9K - $18.4K
|
10.2K
$190K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.28KClosed |
$125K - $138K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.43KClosed |
$41.7K - $46.1K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.45KClosed |
$24.9K - $27.5K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-13Closed |
$223 - $247
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-13.6KClosed |
$253K - $276K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-8.93KClosed |
$166K - $181K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-563Closed |
$10.5K - $11.4K
|
0
$0
|
|