Purchases and Sales Made in Q2 2022 in Principal Spectrum Pfd Secs Ac (PREF)
This table provides information about the institutional ownership of Principal Spectrum Pfd Secs Ac (PREF) during Q2 2022. The information is specifically focused on institutions that hold shares of PRINCIPAL SPECTRUM PFD SECS AC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.57K- 3.96% |
$61.3K - $67.7K
|
86.4K
$1.62M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.65K- 10.73% |
$79.8K - $88.2K
|
38.7K
$723K
|
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-4.99K- 5.39% |
$85.8K - $94.7K
|
87.7K
$1.64M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.52K- 6.32% |
$94.8K - $105K
|
81.8K
$1.53M
|
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-6K- 6.45% |
$103K - $114K
|
86.9K
$1.63M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7.28KClosed |
$125K - $138K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.28KClosed |
$125K - $138K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.3K- 11.64% |
$125K - $139K
|
55.4K
$1.04M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.02K- 9.75% |
$138K - $152K
|
74.2K
$1.39M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.7KClosed |
$183K - $202K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-11KClosed |
$189K - $208K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.6K- 3.42% |
$199K - $220K
|
327K
$6.11M
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-12K- 29.31% |
$206K - $228K
|
29K
$542K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17K- 40.01% |
$292K - $322K
|
25.5K
$477K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.8K- 6.73% |
$374K - $413K
|
302K
$5.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-24.6K- 10.31% |
$423K - $467K
|
214K
$4.01M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24.9K- 17.91% |
$428K - $473K
|
114K
$2.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-41.8K- 24.36% |
$719K - $794K
|
130K
$2.43M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-42.4KClosed |
$728K - $804K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-70.7KClosed |
$1.22M - $1.34M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-81.8K- 16.77% |
$1.41M - $1.55M
|
406K
$7.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-101K- 4.57% |
$1.73M - $1.92M
|
2.11M
$39.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-124K- 32.76% |
$2.13M - $2.35M
|
254K
$4.75M
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-187K- 93.87% |
$3.21M - $3.55M
|
12.2K
$228K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-272K- 24.22% |
$4.67M - $5.15M
|
850K
$15.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-380K- 77.54% |
$6.53M - $7.21M
|
110K
$2.06M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-491K- 22.75% |
$8.43M - $9.32M
|
1.67M
$31.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-491K- 22.75% |
$8.43M - $9.32M
|
1.67M
$31.2M
|