Latest Institutional Purchases of Flaherty & Crumrine Preferred & Income Fund Inc (PFD)
This list provides information on the latest institutional transactions involving Flaherty & Crumrine Preferred & Income Fund Inc (PFD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
441KNew |
$4.58M - $5.28M
|
441K
$4.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54.2K+ 106.38% |
$563K - $649K
|
105K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
34KNew |
$353K - $407K
|
34K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.8K+ 8.51% |
$205K - $236K
|
252K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.5KNew |
$171K - $198K
|
16.5K
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
13KNew |
$135K - $156K
|
13K
$146K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.3K+ 10.23% |
$128K - $147K
|
132K
$1.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10.4KNew |
$108K - $125K
|
10.4K
$117K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.5K+ 35.6% |
$57.1K - $65.8K
|
20.9K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
4.06K+ 57.13% |
$42.2K - $48.6K
|
11.2K
$125K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.47K+ 6.52% |
$25.7K - $29.6K
|
40.4K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
2.36K+ 17.67% |
$24.5K - $28.2K
|
15.7K
$176K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.07K+ 0.7% |
$11.1K - $12.8K
|
155K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
338+ 2.39% |
$3.51K - $4.04K
|
14.5K
$162K
|
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
150+ 0.27% |
$1.56K - $1.79K
|
55K
$616K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29+ 0.28% |
$301 - $347
|
10.5K
$117K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
27+ 6.75% |
$280 - $323
|
427
$4.78K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16+ 0.13% |
$166 - $191
|
12.1K
$135K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16+ 0.07% |
$166 - $191
|
22.1K
$247K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
10.5KNew |
$104K - $111K
|
10.5K
$118K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
3.87KNew |
$38.1K - $40.8K
|
3.87K
$43.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.36KNew |
$33.1K - $35.4K
|
3.36K
$37.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.14K+ 1.69% |
$11.2K - $12K
|
68.6K
$768K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
14.9KNew |
$147K - $158K
|
14.9K
$166K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.5KNew |
$114K - $122K
|
11.5K
$129K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
291New |
$2.89K - $3.09K
|
291
$3.26K
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
17.2KNew |
$148K - $173K
|
17.2K
$192K
|
|
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
10.9KNew |
$93.8K - $110K
|
10.9K
$122K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.17KNew |
$10.1K - $11.8K
|
1.17K
$13.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43+ 1.76% |
$370 - $432
|
2.49K
$27.9K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.1KNew |
$110K - $123K
|
12.1K
$135K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
750New |
$6.83K - $7.61K
|
750
$8.39K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
75New |
$683 - $761
|
75
$839
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22K+ 19.52% |
$211K - $240K
|
134K
$1.5M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Poplar Forest Capital LLC
|
BUY
|
- |
15.4KNew |
$153K - $197K
|
15.4K
$173K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.25KNew |
$12.4K - $16K
|
1.25K
$14K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$1.99K - $2.56K
|
200
$2.24K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.6KNew |
$190K - $218K
|
18.6K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
500New |
$5.11K - $5.86K
|
500
$5.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$5.11K - $5.86K
|
500
$5.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$2.55K - $2.93K
|
250
$2.8K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.1KNew |
$106K - $134K
|
10.1K
$113K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.4KNew |
$52K - $61.9K
|
4.4K
$49.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
200New |
$2.36K - $2.81K
|
200
$2.24K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27.7KNew |
$373K - $477K
|
27.7K
$310K
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
11KNew |
$148K - $188K
|
11K
$123K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
14.4KNew |
$247K - $288K
|
14.4K
$161K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
996New |
$16K - $20.7K
|
996
$11.1K
|
|
| Q3 2019 | |||||||
|
Sep 14, 2021
Q3 2019
|
Cwm, LLC
|
BUY
|
- |
1.29KNew |
$18.5K - $20.5K
|
1.29K
$14.4K
|
|