Purchases and Sales Made in Q4 2024 in Principal Spectrum Pfd Secs Ac (PREF)
This table provides information about the institutional ownership of Principal Spectrum Pfd Secs Ac (PREF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
436KNew |
$8.11M - $8.2M
|
436K
$8.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
100KNew |
$1.86M - $1.88M
|
100K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
88.5KNew |
$1.65M - $1.66M
|
88.5K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
65.8KNew |
$1.22M - $1.24M
|
65.8K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
38.7KNew |
$719K - $727K
|
38.7K
$723K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
27.5K+ 24.26% |
$511K - $517K
|
141K
$2.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
23.5K+ 28.44% |
$436K - $441K
|
106K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10.5K+ 14.0% |
$196K - $198K
|
85.8K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
8.28KNew |
$154K - $156K
|
8.28K
$155K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.85K+ 40.06% |
$127K - $129K
|
23.9K
$448K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
6.35KNew |
$118K - $119K
|
6.35K
$119K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2.72K+ 1.27% |
$50.6K - $51.2K
|
217K
$4.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.34K+ 3.88% |
$24.9K - $25.2K
|
35.9K
$672K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.3K+ 9.5% |
$24.1K - $24.4K
|
14.9K
$280K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.27K+ 2.47% |
$23.6K - $23.9K
|
52.6K
$984K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
394+ 0.71% |
$7.32K - $7.41K
|
55.6K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
350+ 0.26% |
$6.51K - $6.58K
|
133K
$2.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
185New |
$3.44K - $3.48K
|
185
$3.46K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.07K- 5.26% |
$19.9K - $20.1K
|
19.3K
$361K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.96K- 2.42% |
$36.4K - $36.8K
|
79.1K
$1.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.17K- 0.28% |
$58.9K - $59.6K
|
1.14M
$21.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-8.12K- 13.08% |
$151K - $153K
|
54K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-8.97K- 1.48% |
$167K - $169K
|
595K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.08K- 21.82% |
$169K - $171K
|
32.5K
$609K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-281K- 82.0% |
$5.23M - $5.29M
|
61.7K
$1.16M
|