Purchases and Sales Made in Q2 2024 in Flaherty & Crumrine Preferred & Income Securities Fund Inc (FFC)
This table provides information about the institutional ownership of Flaherty & Crumrine Preferred & Income Securities Fund Inc (FFC) during Q2 2024. The information is specifically focused on institutions that hold shares of Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30+ 0.6% |
$415 - $444
|
5.03K
$79.2K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 1.87% |
$221 - $237
|
872
$13.7K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
12+ 0.83% |
$166 - $177
|
1.45K
$22.9K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
8+ 1.71% |
$111 - $118
|
476
$7.5K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7+ 0.03% |
$96.8 - $104
|
25.7K
$405K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-165- 4.15% |
$2.28K - $2.44K
|
3.81K
$60K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-500- 1.93% |
$6.92K - $7.4K
|
25.4K
$400K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-529- 69.06% |
$7.32K - $7.82K
|
237
$3.73K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-545- 2.0% |
$7.54K - $8.06K
|
26.7K
$420K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-600- 1.26% |
$8.3K - $8.87K
|
46.9K
$739K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-960- 3.98% |
$13.3K - $14.2K
|
23.2K
$365K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.15K- 0.9% |
$15.9K - $17K
|
127K
$1.99M
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.16K- 0.84% |
$16K - $17.1K
|
137K
$2.16M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.17K- 4.61% |
$16.1K - $17.2K
|
24.1K
$380K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
SELL
|
- |
-1.61K- 1.26% |
$22.3K - $23.8K
|
126K
$1.99M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.82K- 13.4% |
$25.2K - $26.9K
|
11.8K
$185K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.02K- 9.56% |
$28K - $29.9K
|
19.1K
$301K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.03K- 1.91% |
$28.1K - $30.1K
|
105K
$1.65M
|
|
Aug 12, 2024
Q2 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-2.8K- 4.93% |
$38.7K - $41.4K
|
54K
$851K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.86K- 1.1% |
$39.5K - $42.3K
|
258K
$4.06M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.9K- 8.91% |
$54K - $57.7K
|
39.9K
$629K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.09K- 4.42% |
$84.2K - $90K
|
132K
$2.07M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-8.58K- 26.24% |
$119K - $127K
|
24.1K
$380K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.5K- 7.41% |
$160K - $171K
|
144K
$2.27M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-12.6K- 38.84% |
$175K - $187K
|
19.9K
$313K
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-13K- 7.43% |
$180K - $193K
|
162K
$2.56M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-17.3K- 26.01% |
$240K - $256K
|
49.3K
$776K
|
|
Aug 09, 2024
Q2 2024
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-35K- 75.85% |
$484K - $518K
|
11.1K
$176K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-83K- 47.83% |
$1.15M - $1.23M
|
90.6K
$1.43M
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-106K- 62.96% |
$1.47M - $1.57M
|
62.5K
$984K
|