Cerity Partners LLC Flaherty & Crumrine Preferred & Income Fund Inc Transaction History

Cerity Partners LLC

$44.7 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	SELL	$9.95 - $12.8 $14,924 - $19,200	-1,500 Reduced 10.07%	13,400 $142,000
Q4 2022 Feb 15, 2023	BUY	$10.21 - $11.71 $152,129 - $174,479	14,900 New	14,900 $165,000

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 ...

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