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 93 institutions that hold shares in the stock, with a total of 40.4 Million shares, which have been reported (via 13F filing form) to have a value of $755 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,998,860
shares
|
$149 Million
0.01% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,516,291
shares
|
$122 Million
0.03% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,285,085
shares
|
$98.8 Million
0.01% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,975,198
shares
|
$93 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,742,074
shares
|
$32.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,657,351
shares
|
$31 Million
0.01% of portfolio
|
Q3 2024
Added 16.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,143,058
shares
|
$21.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,079,117
shares
|
$20.2 Million
0.01% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
744,305
shares
|
$13.9 Million
0.21% of portfolio
|
Q3 2024
Added 787.54%
|
|
|
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
|
$11.3 Million
0.04% of portfolio
|
Q3 2022
Added 1.6%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
603,898
shares
|
$11.3 Million
2.57% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
419,740
shares
|
$7.84 Million
1.75% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
411,958
shares
|
$7.7 Million
0.01% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
351,483
shares
|
$6.57 Million
2.59% of portfolio
|
Q3 2024
Added 20.15%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
342,996
shares
|
$6.41 Million
0.27% of portfolio
|
Q3 2024
Reduced 76.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
335,023
shares
|
$6.26 Million
0.01% of portfolio
|
Q3 2024
Added 47.82%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
325,499
shares
|
$6.08 Million
0.52% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
308,372
shares
|
$5.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
302,635
shares
|
$5.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
302,020
shares
|
$5.64 Million
2.77% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
256,219
shares
|
$4.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 50.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
219,259
shares
|
$4.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 50.74%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
214,725
shares
|
$4.01 Million
1.2% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
184,021
shares
|
$3.44 Million
0.06% of portfolio
|
Q4 2022
Added 2.23%
|