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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.88K+ 12.76% |
$34.2K - $35.6K
|
16.6K
$314K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.24K+ 92.31% |
$22.5K - $23.5K
|
2.58K
$48.7K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.13K+ 0.83% |
$20.5K - $21.4K
|
137K
$2.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.1K+ 2.53% |
$20K - $20.9K
|
44.5K
$842K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.09K+ 5.26% |
$19.8K - $20.6K
|
21.7K
$411K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
914+ 1.18% |
$16.6K - $17.3K
|
78.6K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
822+ 2.66% |
$15K - $15.6K
|
31.7K
$599K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
800New |
$14.6K - $15.2K
|
800
$15.1K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
740New |
$13.5K - $14K
|
740
$14K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
520+ 5.05% |
$9.47K - $9.86K
|
10.8K
$204K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
285New |
$5.19K - $5.41K
|
285
$5.39K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
202+ 1.09% |
$3.68K - $3.83K
|
18.7K
$354K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$3.64K - $3.79K
|
200
$3.78K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
132+ 1.17% |
$2.4K - $2.5K
|
11.4K
$215K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
122+ 1.17% |
$2.22K - $2.31K
|
10.5K
$199K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-78- 0.1% |
$1.42K - $1.48K
|
78.6K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-81- 0.2% |
$1.48K - $1.54K
|
39.5K
$746K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-82- 15.33% |
$1.49K - $1.56K
|
453
$8.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-260- 1.53% |
$4.73K - $4.93K
|
16.8K
$317K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-325- 2.68% |
$5.92K - $6.17K
|
11.8K
$223K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-500- 4.08% |
$9.11K - $9.49K
|
11.8K
$222K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-720- 0.61% |
$13.1K - $13.7K
|
117K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-852- 4.88% |
$15.5K - $16.2K
|
16.6K
$314K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-896- 0.68% |
$16.3K - $17K
|
131K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.33K- 3.75% |
$24.3K - $25.3K
|
34.2K
$647K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.43K- 0.49% |
$26K - $27.1K
|
292K
$5.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.85K- 12.0% |
$33.8K - $35.2K
|
13.6K
$257K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-1.98K- 3.74% |
$36K - $37.5K
|
50.8K
$961K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.98K- 2.05% |
$36.1K - $37.6K
|
94.7K
$1.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.7K- 4.63% |
$49.2K - $51.2K
|
55.6K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.05K- 3.99% |
$55.5K - $57.8K
|
73.4K
$1.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.89K- 2.92% |
$70.8K - $73.7K
|
129K
$2.44M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4K- 9.97% |
$72.9K - $75.9K
|
36.2K
$683K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-6.11K- 4.47% |
$111K - $116K
|
130K
$2.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-8.21K- 20.37% |
$149K - $156K
|
32.1K
$607K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-8.74K- 7.84% |
$159K - $166K
|
103K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-10.7K- 15.16% |
$195K - $203K
|
60K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.4K- 93.6% |
$244K - $254K
|
915
$17.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17.1K- 16.6% |
$311K - $324K
|
85.8K
$1.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.5K- 1.58% |
$355K - $370K
|
1.21M
$22.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-19.9K- 19.07% |
$362K - $377K
|
84.3K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.9K- 0.71% |
$399K - $416K
|
3.07M
$58.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25.2K- 99.98% |
$459K - $478K
|
5
$94.5
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-27.4K- 21.56% |
$498K - $519K
|
99.5K
$1.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-31K- 14.59% |
$565K - $589K
|
182K
$3.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-33.1K- 29.69% |
$602K - $627K
|
78.3K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-65K- 22.21% |
$1.18M - $1.23M
|
228K
$4.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-94.7K- 12.03% |
$1.73M - $1.8M
|
693K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-124K- 1.76% |
$2.26M - $2.36M
|
6.92M
$131M
|