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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
287,794
shares
|
$5.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
285,922
shares
|
$5.46 Million
1.43% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
271,285
shares
|
$5.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
261,442
shares
|
$4.99 Million
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
254,632
shares
|
$4.86 Million
0.02% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
246,100
shares
|
$4.7 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
245,873
shares
|
$4.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.92%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
240,643
shares
|
$4.59 Million
1.12% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
192,568
shares
|
$3.67 Million
1.7% of portfolio
|
Q3 2025
Reduced 15.46%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
187,379
shares
|
$3.58 Million
0.02% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
156,002
shares
|
$2.98 Million
0.11% of portfolio
|
Q3 2022
Added 11.77%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
140,577
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
136,569
shares
|
$2.61 Million
1.8% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
136,489
shares
|
$2.6 Million
0.36% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
136,138
shares
|
$2.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
132,969
shares
|
$2.54 Million
0.07% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
129,345
shares
|
$2.47 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
119,039
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
118,294
shares
|
$2.26 Million
0.15% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
104,577
shares
|
$2 Million
0.01% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
102,881
shares
|
$1.96 Million
0.14% of portfolio
|
Q3 2025
Added 190.35%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
101,442
shares
|
$1.94 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
99,541
shares
|
$1.9 Million
0.69% of portfolio
|
Q2 2025
Reduced 21.56%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
95,318
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
94,264
shares
|
$1.8 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.42%
|
|