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 133 institutions that hold shares in the stock, with a total of 56.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
36,650
shares
|
$699,281
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
34,241
shares
|
$653,318
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
32,941
shares
|
$628,514
0.01% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
32,306
shares
|
$616,398
0.13% of portfolio
|
Q3 2025
Reduced 18.16%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
30,673
shares
|
$585,240
0.02% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
30,618
shares
|
$584,191
0.02% of portfolio
|
Q3 2025
Reduced 15.32%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
30,517
shares
|
$582,264
0.05% of portfolio
|
Q3 2025
Added 18.91%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
30,136
shares
|
$574,994
0.03% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
28,933
shares
|
$552,041
0.01% of portfolio
|
Q3 2025
Reduced 46.43%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
27,460
shares
|
$523,936
0.01% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
26,385
shares
|
$503,425
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
25,882
shares
|
$493,828
0.15% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
23,500
shares
|
$448,379
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
23,000
shares
|
$438,839
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
22,658
shares
|
$432,314
0.0% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
21,872
shares
|
$417,317
0.22% of portfolio
|
Q3 2025
Added 113.01%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
20,688
shares
|
$394,727
0.01% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
20,475
shares
|
$390,662
0.23% of portfolio
|
Q3 2025
Added 15.84%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
19,818
shares
|
$378,127
0.25% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
19,000
shares
|
$362,519
0.09% of portfolio
|
Q2 2025
Added 72.73%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
18,947
shares
|
$361,508
0.03% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
17,468
shares
|
$333,289
0.0% of portfolio
|
Q1 2025
Reduced 74.42%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
16,762
shares
|
$319,818
0.18% of portfolio
|
Q2 2024
Added 11.58%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
16,500
shares
|
$314,820
0.03% of portfolio
|
Q4 2024
Added 17.86%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
15,914
shares
|
$303,639
0.02% of portfolio
|
Q3 2025
Reduced 5.18%
|
|