Latest Institutional Transactions on Principal Spectrum Pfd Secs Ac (PREF)
This table provides information on the latest institutional transactions involving Principal Spectrum Pfd Secs Ac (PREF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.1KNew |
$181K - $186K
|
10.1K
$190K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8+ 1.87% |
$143 - $147
|
435
$8.15K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.46K+ 0.39% |
$43.8K - $45.1K
|
636K
$11.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.17K- 47.45% |
$38.6K - $39.7K
|
2.4K
$45K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-400- 3.71% |
$7.13K - $7.34K
|
10.4K
$194K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
1.92K+ 7.5% |
$34.2K - $35.2K
|
27.5K
$515K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
20K+ 50.42% |
$356K - $367K
|
59.7K
$1.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.8K+ 1.12% |
$139K - $143K
|
703K
$13.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5KNew |
$89.1K - $91.7K
|
5K
$93.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.78KNew |
$85.1K - $87.6K
|
4.78K
$89.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.11K- 21.09% |
$55.4K - $57K
|
11.6K
$218K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20.7K- 99.52% |
$360K - $375K
|
100
$1.87K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-110K- 93.22% |
$1.92M - $2M
|
8K
$150K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
21New |
$366 - $382
|
21
$393
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11+ 0.09% |
$192 - $200
|
12.3K
$231K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
2.48KNew |
$43.1K - $45K
|
2.48K
$46.4K
|
|
| Q4 2023 | |||||||
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
27.4KNew |
$447K - $480K
|
27.4K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
16.1KNew |
$262K - $282K
|
16.1K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.46KNew |
$40.2K - $43.1K
|
2.46K
$46.1K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
4.26KNew |
$69.5K - $74.7K
|
4.26K
$79.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
637+ 670.53% |
$10.4K - $11.2K
|
732
$13.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
46.6K+ 178.19% |
$761K - $818K
|
72.8K
$1.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
26.2KNew |
$428K - $460K
|
26.2K
$491K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.61K- 5.85% |
$43.7K - $45.2K
|
42K
$787K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8KNew |
$198K - $205K
|
11.8K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28KNew |
$469K - $485K
|
28K
$525K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-19.6K- 37.68% |
$327K - $339K
|
32.4K
$607K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-901- 45.83% |
$15.1K - $15.6K
|
1.07K
$19.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-956- 39.6% |
$16K - $16.5K
|
1.46K
$27.3K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
35New |
$571 - $596
|
35
$656
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
59.4KNew |
$968K - $1.01M
|
59.4K
$1.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-1.58K- 1.94% |
$25.7K - $26.8K
|
79.7K
$1.49M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
750New |
$12.2K - $12.8K
|
750
$14K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-6K- 50.0% |
$98.2K - $108K
|
6K
$112K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
81.4KNew |
$1.33M - $1.47M
|
81.4K
$1.52M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.63K+ 1.35% |
$92K - $102K
|
424K
$7.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.2K+ 5.09% |
$68.7K - $75.8K
|
86.7K
$1.62M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.13K- 14.41% |
$34.8K - $38.4K
|
12.6K
$236K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
21KNew |
$344K - $380K
|
21K
$394K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.2K+ 7.72% |
$134K - $148K
|
114K
$2.14M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.36K- 29.59% |
$105K - $111K
|
15.1K
$284K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
554KNew |
$9.18M - $9.63M
|
554K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.1K- 44.27% |
$382K - $401K
|
29K
$544K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
102KNew |
$1.68M - $1.77M
|
102K
$1.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.01K+ 2.23% |
$66.3K - $69.6K
|
184K
$3.45M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
98.1KNew |
$1.62M - $1.7M
|
98.1K
$1.84M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
9.55K+ 1.6% |
$160K - $174K
|
605K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.01K- 9.03% |
$16.9K - $18.4K
|
10.2K
$190K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
16.4K+ 11.77% |
$276K - $299K
|
156K
$2.92M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.4KNew |
$343K - $373K
|
20.4K
$383K
|
|