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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.93M- 38.7% |
$35.8M - $36.2M
|
3.05M
$57.2M
|
|
|
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
|
Truist Financial Corp
|
SELL
|
- |
-61.9K- 54.66% |
$1.15M - $1.16M
|
51.4K
$963K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.5K- 14.62% |
$696K - $704K
|
219K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.6K- 62.67% |
$476K - $482K
|
15.3K
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17.9K- 41.61% |
$334K - $337K
|
25.2K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.2K- 18.89% |
$209K - $211K
|
48.3K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-11.1K- 21.64% |
$207K - $209K
|
40.3K
$755K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.08K- 21.82% |
$169K - $171K
|
32.5K
$610K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-8.97K- 1.48% |
$167K - $169K
|
595K
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.36K- 14.13% |
$155K - $157K
|
50.8K
$952K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-8.12K- 13.08% |
$151K - $153K
|
54K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-8.04K- 6.48% |
$149K - $151K
|
116K
$2.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-7.56K- 2.5% |
$141K - $142K
|
294K
$5.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.46K- 7.08% |
$139K - $140K
|
97.9K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.05K- 1.64% |
$93.9K - $95K
|
303K
$5.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.3K- 43.9% |
$61.3K - $62K
|
4.21K
$78.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.17K- 0.28% |
$58.9K - $59.6K
|
1.14M
$21.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.75K- 13.56% |
$51.1K - $51.7K
|
17.5K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.22K- 7.96% |
$41.3K - $41.8K
|
25.7K
$482K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.96K- 2.42% |
$36.4K - $36.8K
|
79.1K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.9K- 3.02% |
$35.3K - $35.7K
|
61.1K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.59K- 0.53% |
$29.6K - $29.9K
|
301K
$5.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.07K- 5.26% |
$19.9K - $20.1K
|
19.3K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-831- 3.99% |
$15.4K - $15.6K
|
20K
$375K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-177- 0.08% |
$3.29K - $3.33K
|
219K
$4.11M
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.85K- 1.33% |
$33.6K - $34.7K
|
137K
$2.57M
|
|
|
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 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.17K- 47.45% |
$38.6K - $39.7K
|
2.4K
$45K
|
|
|
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
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20.7K- 99.52% |
$360K - $375K
|
100
$1.87K
|
|
| 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
$788K
|
|
|
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
$20K
|
|
| 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
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.13K- 14.41% |
$34.8K - $38.4K
|
12.6K
$237K
|
|
| 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
|
|