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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
36,157
shares
|
$683,728
0.02% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
35,574
shares
|
$672,704
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
34,488
shares
|
$652,168
0.11% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
34,241
shares
|
$647,497
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
30,883
shares
|
$583,997
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
30,272
shares
|
$572,443
0.01% of portfolio
|
Q1 2025
Reduced 21.02%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
25,772
shares
|
$487,348
0.05% of portfolio
|
Q1 2025
Added 53.75%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
25,663
shares
|
$485,287
0.14% of portfolio
|
Q1 2025
Added 33.56%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
25,300
shares
|
$478,423
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
25,184
shares
|
$476,229
0.01% of portfolio
|
Q4 2024
Reduced 41.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
20,653
shares
|
$390,548
0.0% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
19,540
shares
|
$369,501
0.01% of portfolio
|
Q1 2025
Added 106.05%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
18,718
shares
|
$353,957
0.03% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
17,468
shares
|
$330,319
0.0% of portfolio
|
Q1 2025
Reduced 74.42%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
17,043
shares
|
$322,283
0.02% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
16,762
shares
|
$316,969
0.18% of portfolio
|
Q2 2024
Added 11.58%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
16,597
shares
|
$313,849
0.2% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
16,500
shares
|
$312,015
0.03% of portfolio
|
Q4 2024
Added 17.86%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
15,456
shares
|
$292,272
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
14,694
shares
|
$277,863
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
12,112
shares
|
$229,037
0.18% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
11,753
shares
|
$222,249
0.0% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
11,497
shares
|
$217,408
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
11,264
shares
|
$213,002
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
11,159
shares
|
$211,016
0.12% of portfolio
|
Q2 2025
New holding
|