Pinnacle Wealth Planning Services, Inc. Flaherty & Crumrine Preferred & Income Fund Inc Transaction History

Pinnacle Wealth Planning Services, Inc.

$733 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$9.95 - $12.8 $124,374 - $160,000	-12,500 Reduced 44.64%	15,500 $164,000
Q2 2021 Aug 02, 2021	BUY	$16.61 - $18.56 $83,050 - $92,800	5,000 Added 21.74%	28,000 $468,000
Q1 2021 Apr 29, 2021	BUY	$17.23 - $20.07 $86,150 - $100,350	5,000 Added 27.78%	23,000 $408,000
Q3 2020 Nov 03, 2020	BUY	$14.08 - $16.81 $70,400 - $84,050	5,000 Added 38.46%	18,000 $297,000
Q2 2020 Jul 27, 2020	BUY	$11.14 - $15.87 $144,820 - $206,310	13,000 New	13,000 $189,000

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

$4.93 Million
0.01% of portfolio
Sit Investment Associates Inc Minneapolis, MN

317K
Shares

$3.54 Million
0.08% of portfolio
Morgan Stanley New York, NY

252K
Shares

$2.81 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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