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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
31+ 0.48% |
$321 - $351
|
6.5K
$74.5K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
65.5KNew |
$726K - $748K
|
65.5K
$750K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
65.1K+ 18.35% |
$722K - $744K
|
420K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.7K+ 31.23% |
$374K - $385K
|
142K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
18.6KNew |
$207K - $213K
|
18.6K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.5K+ 76.53% |
$172K - $177K
|
35.8K
$410K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
13.4KNew |
$149K - $153K
|
13.4K
$154K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
12.8K+ 77.1% |
$142K - $147K
|
29.4K
$337K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
12.4KNew |
$138K - $142K
|
12.4K
$142K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.26K+ 3.47% |
$91.6K - $94.4K
|
246K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.46K+ 16.78% |
$71.6K - $73.8K
|
44.9K
$515K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4K+ 10.13% |
$44.4K - $45.7K
|
43.5K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.56K+ 14.21% |
$17.3K - $17.8K
|
12.5K
$144K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.5K+ 53.96% |
$16.6K - $17.1K
|
4.28K
$49K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.47KNew |
$16.3K - $16.8K
|
1.47K
$16.9K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
74+ 0.39% |
$821 - $846
|
19.2K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
30+ 0.35% |
$333 - $343
|
8.68K
$99.5K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30+ 0.28% |
$333 - $343
|
10.8K
$124K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
86.4KNew |
$952K - $1.04M
|
86.4K
$990K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.3KNew |
$301K - $329K
|
27.3K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
14.7K+ 112.59% |
$162K - $177K
|
27.7K
$318K
|
|
|
Apr 29, 2025
Q4 2024
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
10.6KNew |
$117K - $128K
|
10.6K
$121K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.51KNew |
$38.7K - $42.3K
|
3.51K
$40.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.97K+ 88.56% |
$32.8K - $35.8K
|
6.33K
$72.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.43KNew |
$15.8K - $17.3K
|
1.43K
$16.4K
|
|
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
935+ 1.25% |
$10.3K - $11.3K
|
75.8K
$869K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
441KNew |
$4.58M - $5.28M
|
441K
$5.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
34KNew |
$353K - $407K
|
34K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
2.36K+ 17.67% |
$24.5K - $28.2K
|
15.7K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
338+ 2.39% |
$3.51K - $4.04K
|
14.5K
$166K
|
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
150+ 0.27% |
$1.56K - $1.79K
|
55K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
27+ 6.75% |
$280 - $323
|
427
$4.89K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16+ 0.13% |
$166 - $191
|
12.1K
$139K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16+ 0.07% |
$166 - $191
|
22.1K
$253K
|
|
| Q2 2024 | |||||||
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
10.5KNew |
$104K - $111K
|
10.5K
$121K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
3.87KNew |
$38.1K - $40.8K
|
3.87K
$44.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.36KNew |
$33.1K - $35.4K
|
3.36K
$38.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.14K+ 1.69% |
$11.2K - $12K
|
68.6K
$786K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
14.9KNew |
$147K - $158K
|
14.9K
$170K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.5KNew |
$114K - $122K
|
11.5K
$132K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
343New |
$3.4K - $3.64K
|
343
$3.93K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
291New |
$2.89K - $3.09K
|
291
$3.33K
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
17.2KNew |
$148K - $173K
|
17.2K
$197K
|
|
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
10.9KNew |
$93.8K - $110K
|
10.9K
$125K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.17KNew |
$10.1K - $11.8K
|
1.17K
$13.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43+ 1.76% |
$370 - $432
|
2.49K
$28.6K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.1KNew |
$110K - $123K
|
12.1K
$139K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
750New |
$6.83K - $7.61K
|
750
$8.6K
|
|