Purchases and Sales Made in Q2 2025 in Principal Spectrum Pfd Secs Ac (PREF)
This table provides information about the institutional ownership of Principal Spectrum Pfd Secs Ac (PREF) during Q2 2025. 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 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
993K+ 10.76% |
$18.1M - $18.8M
|
10.2M
$193M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
682K+ 32.34% |
$12.4M - $12.9M
|
2.79M
$52.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
209KNew |
$3.81M - $3.97M
|
209K
$3.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
208K+ 94.4% |
$3.8M - $3.96M
|
429K
$8.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
151K+ 59.71% |
$2.75M - $2.86M
|
403K
$7.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
140K+ 10.12% |
$2.55M - $2.65M
|
1.52M
$28.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
138KNew |
$2.52M - $2.63M
|
138K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
122K+ 31.78% |
$2.22M - $2.31M
|
505K
$9.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
115K+ 3.66% |
$2.09M - $2.18M
|
3.25M
$61.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
74.1K+ 45.83% |
$1.35M - $1.41M
|
236K
$4.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
66.9KNew |
$1.22M - $1.27M
|
66.9K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
60.9K+ 11.67% |
$1.11M - $1.15M
|
582K
$11M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
53.8K+ 23.39% |
$981K - $1.02M
|
284K
$5.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
47.4KNew |
$863K - $899K
|
47.4K
$895K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.8K+ 0.77% |
$852K - $888K
|
6.16M
$116M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
44.3K+ 9.19% |
$806K - $840K
|
526K
$9.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
43.9KNew |
$799K - $832K
|
43.9K
$829K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
41.4K+ 1.49% |
$754K - $786K
|
2.82M
$53.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.4KNew |
$700K - $729K
|
38.4K
$726K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
38K+ 58.66% |
$692K - $721K
|
103K
$1.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
35.4KNew |
$645K - $672K
|
35.4K
$670K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
31.1K+ 16.1% |
$566K - $590K
|
224K
$4.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
23.5KNew |
$428K - $446K
|
23.5K
$444K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
22.6K+ 5.61% |
$411K - $429K
|
425K
$8.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
20.4KNew |
$372K - $387K
|
20.4K
$386K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20KNew |
$364K - $379K
|
20K
$377K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
18.9K+ 2697.57% |
$344K - $358K
|
19.6K
$370K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
17.7KNew |
$322K - $335K
|
17.7K
$334K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
17.4KNew |
$317K - $330K
|
17.4K
$329K
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
16.8K+ 14.75% |
$305K - $318K
|
130K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
16.1K+ 18.55% |
$294K - $306K
|
103K
$1.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
11.2KNew |
$203K - $212K
|
11.2K
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10.3KNew |
$187K - $195K
|
10.3K
$194K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.83K+ 11.77% |
$161K - $167K
|
83.8K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
8K+ 72.73% |
$146K - $152K
|
19K
$359K
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
6.98K+ 23.47% |
$127K - $132K
|
36.7K
$694K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.95K+ 4.58% |
$126K - $132K
|
159K
$3M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.44K+ 5.8% |
$117K - $122K
|
117K
$2.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.27K+ 22.22% |
$114K - $119K
|
34.5K
$652K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.97K+ 11.86% |
$109K - $113K
|
56.3K
$1.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.61K+ 1.87% |
$102K - $106K
|
305K
$5.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
5.37K+ 1.43% |
$97.8K - $102K
|
381K
$7.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
4.39K+ 5.18% |
$80K - $83.3K
|
89.3K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.33K+ 1797.3% |
$60.5K - $63.1K
|
3.51K
$66.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.68K+ 78.5% |
$48.8K - $50.8K
|
6.09K
$115K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.39KNew |
$43.5K - $45.3K
|
2.39K
$45.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
2.25K+ 8.74% |
$41K - $42.7K
|
28K
$530K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
2.16K+ 2.31% |
$39.3K - $41K
|
95.6K
$1.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.02K+ 48.91% |
$36.7K - $38.2K
|
6.14K
$116K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.92K+ 3.54% |
$35K - $36.5K
|
56.2K
$1.06M
|