Principle Wealth Partners LLC historic quarter change: USA Bonds: Convertible Notes, Sold out
In convertible notes that pay a coupon (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Principle Wealth Partners LLC opened 1 positions, added to 0, reduced 0 and sold out of 1.
- Q4 2024: Stock BANK AMERICA CORP; Country of operation United States; Class 7.25%CNV PFD L; Principal before $601.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1743413), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | United States | $1.750B | 243 |
| Symmetry Partners, LLC | United States | $1.750B | 282 |
| CAS Investment Partners, LLC | United States | $1.748B | 5 |
| DNCA FINANCE | France | $1.747B | 108 |
| GUARDCAP ASSET MANAGEMENT Ltd | United Kingdom | $1.746B | 27 |
| MEEDER ASSET MANAGEMENT INC | United States | $1.746B | 2,186 |
| Siemens Fonds Invest GmbH | Germany | $1.746B | 548 |
| Campbell & CO Investment Adviser LLC | United States | $1.756B | 1,014 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | United States | $1.756B | 403 |
| Valiant Capital Management, L.P. | United States | $1.741B | 34 |