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 |
---|---|---|---|---|---|---|---|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.11M- 80.31% |
$19.4M - $20.2M
|
273K
$4.98M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-531K- 7.74% |
$9.25M - $9.65M
|
6.33M
$115M
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-111K- 91.14% |
$1.93M - $2.01M
|
10.8K
$196K
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-110K- 93.22% |
$1.92M - $2M
|
8K
$146K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-91.3K- 24.05% |
$1.59M - $1.66M
|
288K
$5.25M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-78.1K- 43.11% |
$1.36M - $1.42M
|
103K
$1.88M
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-66.7K- 54.8% |
$1.16M - $1.21M
|
55K
$1M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-59.7K- 26.02% |
$1.04M - $1.08M
|
170K
$3.09M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-44.3K- 12.18% |
$771K - $804K
|
319K
$5.81M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-35.8K- 21.68% |
$624K - $651K
|
129K
$2.36M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.1K- 15.1% |
$368K - $383K
|
119K
$2.16M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20.7K- 99.52% |
$360K - $375K
|
100
$1.82K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12K- 34.08% |
$208K - $217K
|
23.1K
$421K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.56K- 8.7% |
$149K - $156K
|
89.8K
$1.64M
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-8.04K- 11.17% |
$140K - $146K
|
63.9K
$1.17M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.42K- 8.36% |
$129K - $135K
|
81.3K
$1.48M
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-6.83K- 1.25% |
$119K - $124K
|
541K
$9.86M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6.08K- 29.2% |
$106K - $110K
|
14.7K
$269K
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-3.9K- 2.59% |
$67.9K - $70.8K
|
147K
$2.67M
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.82K- 9.85% |
$66.5K - $69.4K
|
34.9K
$637K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-3.51K- 4.09% |
$61.2K - $63.8K
|
82.4K
$1.5M
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.16K- 10.44% |
$55K - $57.4K
|
27.1K
$494K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.9K- 2.19% |
$33.1K - $34.5K
|
84.9K
$1.55M
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.84K- 3.0% |
$32.1K - $33.4K
|
59.6K
$1.09M
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-300- 2.05% |
$5.23K - $5.45K
|
14.3K
$261K
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-290- 0.21% |
$5.05K - $5.27K
|
139K
$2.54M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-143- 1.46% |
$2.49K - $2.6K
|
9.68K
$176K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-19.6K- 37.68% |
$327K - $339K
|
32.4K
$590K
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.61K- 5.85% |
$43.7K - $45.2K
|
42K
$766K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-956- 39.6% |
$16K - $16.5K
|
1.46K
$26.6K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-901- 45.83% |
$15.1K - $15.6K
|
1.07K
$19.4K
|
|
Q2 2023 | |||||||
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-111K- 63.78% |
$1.8M - $1.89M
|
62.8K
$1.14M
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-1.58K- 1.94% |
$25.7K - $26.8K
|
79.7K
$1.45M
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-6K- 50.0% |
$98.2K - $108K
|
6K
$109K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.13K- 14.41% |
$34.8K - $38.4K
|
12.6K
$230K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.1K- 44.27% |
$383K - $401K
|
29K
$529K
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-17.5K- 11.35% |
$290K - $303K
|
136K
$2.48M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.36K- 29.59% |
$106K - $111K
|
15.1K
$276K
|
|
Q3 2022 | |||||||
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.48K- 4.47% |
N/A
|
53K
$965K
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.01K- 9.03% |
N/A
|
10.2K
$185K
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-70.7KClosed |
N/A
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.28KClosed |
N/A
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.43KClosed |
N/A
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.45KClosed |
N/A
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-915Closed |
N/A
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-276Closed |
N/A
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-13Closed |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-13.6KClosed |
N/A
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-8.93KClosed |
N/A
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.02KClosed |
N/A
|
0
$0
|