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 125 institutions that hold shares in the stock, with a total of 51.3 Million shares, which have been reported (via 13F filing form) to have a value of $968 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
252,635
shares
|
$4.78 Million
0.0% of portfolio
|
Q1 2025
Added 15.48%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
230,176
shares
|
$4.35 Million
0.0% of portfolio
|
Q1 2025
Added 17.42%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
224,275
shares
|
$4.24 Million
1.11% of portfolio
|
Q2 2025
Added 16.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
220,868
shares
|
$4.18 Million
0.09% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
212,829
shares
|
$4.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 38.83%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
209,390
shares
|
$3.96 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
184,021
shares
|
$3.48 Million
0.06% of portfolio
|
Q4 2022
Added 2.23%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
161,797
shares
|
$3.06 Million
0.02% of portfolio
|
Q1 2025
Added 195.96%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
156,002
shares
|
$2.95 Million
0.11% of portfolio
|
Q3 2022
Added 11.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
151,736
shares
|
$2.87 Million
0.02% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
136,465
shares
|
$2.58 Million
1.55% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
135,658
shares
|
$2.57 Million
0.08% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
131,937
shares
|
$2.49 Million
0.37% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
129,186
shares
|
$2.44 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
126,908
shares
|
$2.4 Million
0.99% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
118,106
shares
|
$2.23 Million
1.08% of portfolio
|
Q1 2025
Reduced 59.89%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
114,087
shares
|
$2.16 Million
0.0% of portfolio
|
Q1 2025
Added 136.38%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
113,673
shares
|
$2.15 Million
1.61% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
111,422
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
111,382
shares
|
$2.11 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
110,943
shares
|
$2.1 Million
0.01% of portfolio
|
Q1 2025
Added 16.26%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
104,148
shares
|
$1.97 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
103,095
shares
|
$1.95 Million
0.15% of portfolio
|
Q2 2025
Added 18.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
102,931
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
102,829
shares
|
$1.94 Million
0.01% of portfolio
|
Q2 2025
Added 58.66%
|