Creative Planning Flaherty & Crumrine Preferred & Income Fund Inc Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 03, 2022	BUY	$10.48 - $13.28 $105,659 - $133,888	10,082 New	10,082 $107,000
Q2 2019 Jul 26, 2019	SELL	$13.25 - $15.07 $133,679 - $152,041	-10,089 Closed	0 $0
Q1 2019 Apr 24, 2019	SELL	$11.82 - $13.83 $11,820 - $13,830	-1,000 Reduced 9.02%	10,089 $139,000
Q4 2018 Feb 01, 2019	SELL	$10.75 - $13.07 $38,893 - $47,287	-3,618 Reduced 24.6%	11,089 $128,000
Q1 2018 Apr 18, 2018	BUY	$13.34 - $14.98 $4,002 - $4,494	300 Added 2.08%	14,707 $200,000
Q4 2017 Jan 17, 2018	BUY	$14.88 - $15.88 $56,618 - $60,423	3,805 Added 35.89%	14,407 $216,000
Q3 2017 Oct 17, 2017	BUY	$14.51 - $15.22 $153,835 - $161,362	10,602	10,602 $161,000

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

$5.09 Million
0.01% of portfolio
Sit Investment Associates Inc Minneapolis, MN

317K
Shares

$3.66 Million
0.08% of portfolio
Morgan Stanley New York, NY

252K
Shares

$2.91 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

161K
Shares

$1.85 Million
0.0% of portfolio
Ubs Group Ag

155K
Shares

$1.79 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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