Addison Advisors LLC Flaherty & Crumrine Preferred & Income Fund Inc Transaction History

Addison Advisors LLC

$340 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$11.8 - $14.05 $10,867 - $12,940	-921 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$16.1 - $20.81 $14,828 - $19,166	921 New	921 $17,000

Others Institutions Holding PFD

# of Institutions

49

Shares Held

2.6M

Call Options Held

0

Put Options Held

0

Cibc Private Wealth Group, LLC

441K
Shares

$4.94 Million
0.01% of portfolio
Sit Investment Associates Inc Minneapolis, MN

317K
Shares

$3.55 Million
0.08% of portfolio
Morgan Stanley New York, NY

252K
Shares

$2.82 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

161K
Shares

$1.8 Million
0.0% of portfolio
Ubs Group Ag

155K
Shares

$1.74 Million
0.0% of portfolio

About FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC

Ticker PFD
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Flaherty & Crumrine Preferred Income Fund Inc. is a closed ended equity mutual fund launched and managed by Flaherty & Crumrine Incorporated. The fund invests in the public equity markets of the United States. It invests in the stocks of companies operating in the financials sector. The fund primarily invests in preferred securities. It ...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Addison Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Addison Advisors LLC with notifications on news.