There is a long list of 87 institutional holders of PREF within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of PREF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-PREF table below, the initial column indicates the name of each top institutional holder of PREF, with a link to that fund's top holdings. The next columns indicate the amount of PREF stock held by each of the institutional holders of PREF, followed by the PREF position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

Holder	Amount	Position Size ($ in 1000's)	As of
UBS Group AG	6,856,955	$120,065	12/31/2023
PREF	6,856,955	$120,065	12/31/2023
Bank of America Corp DE	5,933,970	$103,904	12/31/2023
PREF	5,933,970	$103,904	12/31/2023
Wells Fargo & Company MN	4,463,198	$78,151	12/31/2023
PREF	4,463,198	$78,151	12/31/2023
Morgan Stanley	3,609,985	$63,211	12/31/2023
PREF	3,609,985	$63,211	12/31/2023
Pallas Capital Advisors LLC	1,371,031	$24,884	03/31/2024
PREF	1,371,031	$24,884	03/31/2024
Royal Bank of Canada	1,414,843	$24,774	12/31/2023
PREF	1,414,843	$24,774	12/31/2023
Wealth Enhancement Advisory Services LLC	1,182,930	$21,470	03/31/2024
PREF	1,182,930	$21,470	03/31/2024
Raymond James & Associates	912,464	$16,561	03/31/2024
PREF	912,464	$16,561	03/31/2024
LPL Financial LLC	839,849	$14,706	12/31/2023
PREF	839,849	$14,706	12/31/2023
Cornerstone Wealth Group LLC	694,902	$12,612	03/31/2024
PREF	694,902	$12,612	03/31/2024
Benjamin F. Edwards & Company Inc.	633,350	$11,495	03/31/2024
PREF	633,350	$11,495	03/31/2024
Tyche Wealth Partners LLC	541,222	$9,823	03/31/2024
PREF	541,222	$9,823	03/31/2024
Envestnet Asset Management Inc.	453,094	$7,934	12/31/2023
PREF	453,094	$7,934	12/31/2023
Baird Financial Group Inc.	363,234	$6,360	12/31/2023
PREF	363,234	$6,360	12/31/2023
Commonwealth Equity Services LLC	327,404	$5,942	03/31/2024
PREF	327,404	$5,942	03/31/2024
Principal Securities Inc.	316,201	$5,537	12/31/2023
PREF	316,201	$5,537	12/31/2023
Raymond James Financial Services Advisors Inc.	288,354	$5,234	03/31/2024
PREF	288,354	$5,234	03/31/2024
Rogco LP	285,895	$5,006	12/31/2023
PREF	285,895	$5,006	12/31/2023
Berger Financial Group Inc	273,144	$4,958	03/31/2024
PREF	273,144	$4,958	03/31/2024
Orion Portfolio Solutions LLC	229,242	$4,012	12/31/2023
PREF	229,242	$4,012	12/31/2023
Mariner LLC	192,646	$3,373	12/31/2023
PREF	192,646	$3,373	12/31/2023
PSI Advisors LLC	170,406	$3,093	03/31/2024
PREF	170,406	$3,093	03/31/2024
MainStreet Investment Advisors LLC	173,507	$3,038	12/31/2023
PREF	173,507	$3,038	12/31/2023
Cerity Partners LLC	165,193	$2,893	12/31/2023
PREF	165,193	$2,893	12/31/2023
Willis Johnson & Associates Inc.	146,673	$2,662	03/31/2024
PREF	146,673	$2,662	03/31/2024
Meadow Creek Wealth Advisors LLC	139,222	$2,527	03/31/2024
PREF	139,222	$2,527	03/31/2024
Truist Financial Corp	140,822	$2,466	12/31/2023
PREF	140,822	$2,466	12/31/2023
Stifel Financial Corp	139,728	$2,447	12/31/2023
PREF	139,728	$2,447	12/31/2023
Investment Partners LTD.	131,264	$2,382	03/31/2024
PREF	131,264	$2,382	03/31/2024
Nottingham Advisors Inc.	121,565	$2,129	12/31/2023
PREF	121,565	$2,129	12/31/2023
Community Bank N.A.	118,000	$2,065	12/31/2023
PREF	118,000	$2,065	12/31/2023
Massmutual Trust Co. FSB ADV	103,037	$1,870	03/31/2024
PREF	103,037	$1,870	03/31/2024
Dearborn Partners LLC	102,196	$1,789	12/31/2023
PREF	102,196	$1,789	12/31/2023
Rockefeller Capital Management L.P.	98,351	$1,722	12/31/2023
PREF	98,351	$1,722	12/31/2023
Flynn Zito Capital Management LLC	95,270	$1,668	12/31/2023
PREF	95,270	$1,668	12/31/2023
Principal Financial Group Inc.	83,439	$1,647	03/31/2024
PREF	83,439	$1,647	03/31/2024
Private Advisor Group LLC	88,717	$1,553	12/31/2023
PREF	88,717	$1,553	12/31/2023
Benjamin Edwards Inc.	84,886	$1,541	03/31/2024
PREF	84,886	$1,541	03/31/2024
Gilliland Jeter Wealth Management LLC	85,924	$1,505	12/31/2023
PREF	85,924	$1,505	12/31/2023
GWM Advisors LLC	78,972	$1,388	12/31/2023
PREF	78,972	$1,388	12/31/2023
J.W. Cole Advisors Inc.	76,347	$1,337	12/31/2023
PREF	76,347	$1,337	12/31/2023
Cliftonlarsonallen Wealth Advisors LLC	72,797	$1,275	12/31/2023
PREF	72,797	$1,275	12/31/2023
UMB Bank N A MO	63,944	$1,161	03/31/2024
PREF	63,944	$1,161	03/31/2024
Delta Investment Management LLC	61,411	$1,075	12/31/2023
PREF	61,411	$1,075	12/31/2023
Activest Wealth Management	55,027	$999	03/31/2024
PREF	55,027	$999	03/31/2024
First Citizens Financial Corp	49,509	$867	12/31/2023
PREF	49,509	$867	12/31/2023
Sage Rhino Capital LLC	46,967	$852	03/31/2024
PREF	46,967	$852	03/31/2024
Argent Trust Co	47,806	$837	12/31/2023
PREF	47,806	$837	12/31/2023
FourThought Financial Partners LLC	41,886	$733	12/31/2023
PREF	41,886	$733	12/31/2023
Raymond James Trust N.A.	39,666	$720	03/31/2024
PREF	39,666	$720	03/31/2024

See All: Funds Holding PREF
See Details: Top 10 Hedge Funds Holding PREF
Also See: PREF Holdings Changes

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