Institutional Ownership Principal Spectrum Pfd Secs Ac (PREF)
This table provides information about the institutional ownership of Principal Spectrum Pfd Secs Ac (PREF). We have compiled data on the 110 institutions that hold shares in the stock, with a total of 46.8 Million shares, which have been reported (via 13F filing form) to have a value of $880 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
8,900,444
shares
|
$167 Million
0.01% of portfolio
|
Q4 2024
Added 11.27%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
6,650,709
shares
|
$125 Million
0.02% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,086,417
shares
|
$114 Million
0.01% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,049,746
shares
|
$57.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 38.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,934,200
shares
|
$55.1 Million
0.01% of portfolio
|
Q4 2024
Added 68.43%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
2,362,552
shares
|
$44.4 Million
9.58% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,797,114
shares
|
$33.8 Million
0.01% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,760,104
shares
|
$33.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,139,887
shares
|
$21.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,079,117
shares
|
$20.3 Million
0.01% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
766,581
shares
|
$14.4 Million
0.21% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
635,807
shares
|
$11.9 Million
0.2% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
604,728
shares
|
$11.4 Million
0.04% of portfolio
|
Q3 2022
Added 1.6%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
594,931
shares
|
$11.2 Million
2.34% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
448,319
shares
|
$8.42 Million
1.8% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
436,330
shares
|
$8.2 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
411,958
shares
|
$7.74 Million
0.01% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
356,724
shares
|
$6.7 Million
0.54% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
355,460
shares
|
$6.68 Million
0.01% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
351,683
shares
|
$6.61 Million
2.67% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
347,912
shares
|
$6.54 Million
0.04% of portfolio
|
Q4 2024
Added 240.38%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
303,319
shares
|
$5.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
301,042
shares
|
$5.66 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
294,458
shares
|
$5.53 Million
2.6% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
219,082
shares
|
$4.12 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.08%
|