Patriot Financial Group Insurance Agency, LLC Flaherty & Crumrine Preferred & Income Fund Inc Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$13.47 - $17.2 $20,205 - $25,800	-1,500 Closed	0 $0
Q4 2021 Jan 10, 2022	SELL	$15.61 - $17.82 $23,415 - $26,730	-1,500 Reduced 50.0%	1,500 $26,000
Q3 2021 Nov 24, 2021	BUY	$15.35 - $16.87 $23,025 - $25,305	1,500 Added 100.0%	3,000 $47,000
Q4 2020 Jan 15, 2021	BUY	$16.1 - $20.81 $24,150 - $31,214	1,500 New	1,500 $28,000

Others Institutions Holding PFD

# of Institutions

Shares Held

2.6M

Call Options Held

Put Options Held

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

View Full List

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 ...

More about PFD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account