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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
96,716
shares
|
$1.83 Million
0.02% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
93,464
shares
|
$1.77 Million
0.24% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
84,864
shares
|
$1.6 Million
0.01% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
78,693
shares
|
$1.49 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
78,578
shares
|
$1.49 Million
0.42% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
76,422
shares
|
$1.45 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
74,952
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.49%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
70,734
shares
|
$1.34 Million
0.13% of portfolio
|
Q1 2025
Added 28.35%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
62,746
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
61,100
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
59,666
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2024
Added 50.42%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
58,303
shares
|
$1.1 Million
0.11% of portfolio
|
Q1 2025
Added 79.23%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
56,237
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
54,005
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.08%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
50,847
shares
|
$961,516
0.53% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
50,311
shares
|
$951,381
0.1% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
47,378
shares
|
$895,917
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
44,543
shares
|
$842,308
0.02% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
43,885
shares
|
$829,865
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
41,121
shares
|
$777,598
0.03% of portfolio
|
Q2 2020
Reduced 99.33%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
40,305
shares
|
$762,167
0.03% of portfolio
|
Q4 2024
Reduced 21.64%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
39,555
shares
|
$747,985
0.21% of portfolio
|
Q1 2025
Reduced 28.81%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
38,700
shares
|
$731,817
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
36,694
shares
|
$693,883
0.3% of portfolio
|
Q2 2025
Added 23.47%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
36,650
shares
|
$693,051
0.15% of portfolio
|
Q3 2024
New holding
|