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 108 institutions that hold shares in the stock, with a total of 43.1 Million shares, which have been reported (via 13F filing form) to have a value of $806 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
217,448
shares
|
$4.07 Million
1.21% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
196,035
shares
|
$3.67 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
184,021
shares
|
$3.45 Million
0.06% of portfolio
|
Q4 2022
Added 2.23%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
156,002
shares
|
$2.92 Million
0.11% of portfolio
|
Q3 2022
Added 11.77%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
140,891
shares
|
$2.64 Million
0.07% of portfolio
|
Q4 2024
Added 24.26%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
137,131
shares
|
$2.57 Million
1.06% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
132,780
shares
|
$2.49 Million
1.41% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
127,405
shares
|
$2.39 Million
0.1% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
124,029
shares
|
$2.32 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
108,937
shares
|
$2.04 Million
0.28% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
108,156
shares
|
$2.03 Million
0.09% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
105,918
shares
|
$1.98 Million
1.44% of portfolio
|
Q4 2024
Added 28.44%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
105,315
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.87%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
104,217
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
100,136
shares
|
$1.88 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
93,979
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
91,405
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
88,500
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
85,843
shares
|
$1.61 Million
0.16% of portfolio
|
Q4 2024
Added 14.0%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
79,132
shares
|
$1.48 Million
0.5% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
76,301
shares
|
$1.43 Million
0.33% of portfolio
|
Q3 2024
Added 25.42%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
71,655
shares
|
$1.34 Million
0.34% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
65,795
shares
|
$1.23 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
61,735
shares
|
$1.16 Million
0.05% of portfolio
|
Q4 2024
Reduced 82.0%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
61,355
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.17%
|