Western Wealth Management, LLC Flaherty & Crumrine Preferred & Income Fund Inc Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 04, 2022	SELL	$10.48 - $13.28 $30,182 - $38,246	-2,880 Reduced 22.36%	10,000 $105,000
Q2 2022 Jul 18, 2022	SELL	$11.8 - $14.05 $15,576 - $18,546	-1,320 Reduced 9.3%	12,880 $163,000
Q1 2022 May 10, 2022	BUY	$13.47 - $17.2 $191,274 - $244,240	14,200 New	14,200 $196,000
Q3 2020 Oct 27, 2020	SELL	$14.08 - $16.81 $296,130 - $353,547	-21,032 Closed	0 $0
Q2 2020 Jul 20, 2020	BUY	$11.14 - $15.87 $8,633 - $12,299	775 Added 3.83%	21,032 $305,000
Q1 2020 Apr 27, 2020	BUY	$8.11 - $17.4 $164,284 - $352,471	20,257 New	20,257 $243,000

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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