Institutional Ownership Principal Spectrum Pfd Secs Ac (PREF)
This table provides information about the institutional ownership of Principal Spectrum Pfd Secs Ac (PREF). We have compiled data on the 117 institutions that hold shares in the stock, with a total of 47.8 Million shares, which have been reported (via 13F filing form) to have a value of $885 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
8,900,444
shares
|
$165 Million
0.01% of portfolio
|
Q4 2024
Added 11.27%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
6,650,709
shares
|
$123 Million
0.02% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,086,417
shares
|
$113 Million
0.01% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,049,746
shares
|
$56.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 38.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,934,200
shares
|
$54.3 Million
0.01% of portfolio
|
Q4 2024
Added 68.43%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
2,777,729
shares
|
$51.4 Million
10.84% of portfolio
|
Q1 2025
Added 17.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,109,257
shares
|
$39 Million
0.02% of portfolio
|
Q1 2025
Added 17.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,760,104
shares
|
$32.6 Million
0.01% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,233,237
shares
|
$22.8 Million
0.05% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,079,117
shares
|
$20 Million
0.01% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
766,581
shares
|
$14.2 Million
0.21% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
635,807
shares
|
$11.8 Million
0.2% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
604,771
shares
|
$11.2 Million
2.45% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
604,728
shares
|
$11.2 Million
0.04% of portfolio
|
Q3 2022
Added 1.6%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
521,227
shares
|
$9.64 Million
1.22% of portfolio
|
Q1 2025
Added 19.46%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
481,665
shares
|
$8.91 Million
1.83% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
411,958
shares
|
$7.62 Million
0.01% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
375,315
shares
|
$6.94 Million
2.81% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
356,724
shares
|
$6.6 Million
0.54% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
355,460
shares
|
$6.58 Million
0.01% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
303,319
shares
|
$5.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
301,042
shares
|
$5.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
254,234
shares
|
$4.7 Million
1.57% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
252,635
shares
|
$4.67 Million
0.0% of portfolio
|
Q1 2025
Added 15.48%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
230,176
shares
|
$4.26 Million
0.0% of portfolio
|
Q1 2025
Added 17.42%
|