Purchases and Sales Made in Q3 2025 in Principal Spectrum Pfd Secs Ac (PREF)
This table provides information about the institutional ownership of Principal Spectrum Pfd Secs Ac (PREF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15.2K+ 14.74% |
$287K - $291K
|
118K
$2.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 26.72% |
$221K - $225K
|
55.6K
$1.06M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
8.49K+ 16.69% |
$160K - $163K
|
59.3K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.06K+ 1.19% |
$95.4K - $96.9K
|
430K
$8.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
4.77K+ 78.34% |
$90K - $91.5K
|
10.9K
$208K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
292+ 2.77% |
$5.51K - $5.59K
|
10.8K
$207K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.7% |
$37.7 - $38.3
|
287
$5.48K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-183- 20.0% |
$3.45K - $3.51K
|
732
$14K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.05K- 8.93% |
$19.8K - $20.1K
|
10.7K
$204K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.54K- 15.32% |
$104K - $106K
|
30.6K
$585K
|