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 103 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $774 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
23,940
shares
|
$449,114
0.09% of portfolio
|
Q4 2024
Added 40.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
20,815
shares
|
$390,489
0.0% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
20,259
shares
|
$380,058
0.03% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
19,276
shares
|
$361,617
0.03% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
16,762
shares
|
$314,455
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
16,762
shares
|
$314,455
0.18% of portfolio
|
Q2 2024
Added 11.58%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
14,940
shares
|
$280,274
0.2% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
14,000
shares
|
$262,640
0.03% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
13,644
shares
|
$255,961
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
11,851
shares
|
$222,324
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,778
shares
|
$202,195
0.01% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
10,262
shares
|
$192,515
0.03% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
10,169
shares
|
$190,770
0.0% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
10,100
shares
|
$189,476
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
10,000
shares
|
$187,600
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
8,276
shares
|
$155,257
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,508
shares
|
$140,850
0.01% of portfolio
|
Q4 2023
Added 127.79%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
6,348
shares
|
$119,088
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
5,000
shares
|
$93,800
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
4,120
shares
|
$77,291
0.03% of portfolio
|
Q3 2024
Added 46.36%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,666
shares
|
$50,014
0.0% of portfolio
|
Q3 2024
Added 77.73%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,400
shares
|
$45,024
0.0% of portfolio
|
Q2 2024
Reduced 47.45%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,600
shares
|
$30,016
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$18,760
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
794
shares
|
$14,895
0.0% of portfolio
|
Q3 2024
New holding
|