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 133 institutions that hold shares in the stock, with a total of 56.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
10,746,893
shares
|
$205 Million
0.01% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
7,083,973
shares
|
$135 Million
0.02% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
6,594,391
shares
|
$126 Million
0.01% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,592,561
shares
|
$68.5 Million
0.01% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,106,603
shares
|
$59.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,721,869
shares
|
$51.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
2,622,964
shares
|
$50 Million
9.2% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,684,126
shares
|
$32.1 Million
0.01% of portfolio
|
Q3 2025
Added 9.88%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,468,514
shares
|
$28 Million
4.53% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,209,282
shares
|
$23.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,080,140
shares
|
$20.6 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,079,117
shares
|
$20.6 Million
0.01% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
708,716
shares
|
$13.5 Million
0.16% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
672,795
shares
|
$12.8 Million
0.21% of portfolio
|
Q3 2025
Added 56.7%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
642,765
shares
|
$12.3 Million
1.28% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
640,491
shares
|
$12.2 Million
0.0% of portfolio
|
Q3 2025
Added 58.74%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
635,807
shares
|
$12.1 Million
0.2% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
604,728
shares
|
$11.5 Million
0.04% of portfolio
|
Q3 2022
Added 1.6%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
563,152
shares
|
$10.7 Million
1.88% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
514,999
shares
|
$9.83 Million
0.01% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
430,277
shares
|
$8.21 Million
0.6% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
411,958
shares
|
$7.86 Million
0.01% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
401,701
shares
|
$7.66 Million
1.35% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
383,703
shares
|
$7.32 Million
2.58% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
299,184
shares
|
$5.71 Million
0.03% of portfolio
|
Q3 2025
Added 88.54%
|
|