Latest Institutional Sells of Principal Spectrum Pfd Secs Ac (PREF)
This list provides information on the latest institutional transactions involving Principal Spectrum Pfd Secs Ac (PREF) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.1M- 76.23% |
$20M - $20.7M
|
343K
$6.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-226K- 50.74% |
$4.11M - $4.25M
|
219K
$4.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-149K- 11.55% |
$2.71M - $2.81M
|
1.14M
$21.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.63K- 3.03% |
$175K - $181K
|
308K
$5.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.32K- 1.6% |
$24K - $24.8K
|
81.1K
$1.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-778- 3.6% |
$14.2K - $14.6K
|
20.8K
$390K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-231- 0.45% |
$4.2K - $4.35K
|
51.3K
$962K
|
|
| Q2 2024 | |||||||
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-121K- 40.67% |
$2.16M - $2.22M
|
177K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-101K- 59.27% |
$1.79M - $1.84M
|
69.1K
$1.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-68.1K- 39.25% |
$1.21M - $1.25M
|
105K
$1.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-56.8K- 40.77% |
$1.01M - $1.04M
|
82.5K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-22.4K- 17.31% |
$399K - $411K
|
107K
$2M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-16.1K- 11.01% |
$288K - $296K
|
131K
$2.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16K- 59.14% |
$286K - $294K
|
11.1K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.7K- 0.23% |
$263K - $270K
|
6.31M
$118M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-9.73K- 8.41% |
$173K - $178K
|
106K
$1.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.11K- 21.09% |
$55.4K - $57K
|
11.6K
$218K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.17K- 47.45% |
$38.6K - $39.7K
|
2.4K
$45K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.09K- 6.22% |
$37.2K - $38.3K
|
31.4K
$589K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.82K- 2.84% |
$32.3K - $33.3K
|
62.1K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.72K- 0.54% |
$30.7K - $31.6K
|
317K
$5.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.02K- 1.21% |
$18.2K - $18.8K
|
83.9K
$1.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-400- 3.71% |
$7.13K - $7.34K
|
10.4K
$194K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-300- 2.1% |
$5.35K - $5.5K
|
14K
$262K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-292- 0.62% |
$5.2K - $5.36K
|
46.7K
$874K
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-79- 0.19% |
$1.41K - $1.45K
|
42.4K
$794K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-110K- 93.22% |
$1.92M - $2M
|
8K
$150K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20.7K- 99.52% |
$360K - $375K
|
100
$1.87K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-13.5K- 37.95% |
$235K - $245K
|
22K
$413K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.82K- 9.85% |
$66.5K - $69.4K
|
34.9K
$654K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-19.6K- 37.68% |
$327K - $339K
|
32.4K
$607K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-2.61K- 5.85% |
$43.7K - $45.2K
|
42K
$787K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-956- 39.6% |
$16K - $16.5K
|
1.46K
$27.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-901- 45.83% |
$15.1K - $15.6K
|
1.07K
$19.9K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-1.58K- 1.94% |
$25.7K - $26.8K
|
79.7K
$1.49M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-6K- 50.0% |
$98.2K - $108K
|
6K
$112K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.13K- 14.41% |
$34.8K - $38.4K
|
12.6K
$236K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.1K- 44.27% |
$382K - $401K
|
29K
$544K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-17.5K- 11.35% |
$289K - $303K
|
136K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.36K- 29.59% |
$105K - $111K
|
15.1K
$284K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.48K- 4.47% |
$41.6K - $45.2K
|
53K
$992K
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.01K- 9.03% |
$16.9K - $18.4K
|
10.2K
$190K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.28KClosed |
$125K - $138K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.43KClosed |
$41.7K - $46.1K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.45KClosed |
$24.9K - $27.5K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-276Closed |
$4.74K - $5.24K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-13Closed |
$223 - $247
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-13.6KClosed |
$253K - $276K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-8.93KClosed |
$166K - $181K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-563Closed |
$10.5K - $11.4K
|
0
$0
|
|