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 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
75New |
$683 - $761
|
75
$860
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22K+ 19.52% |
$211K - $240K
|
134K
$1.54M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Poplar Forest Capital LLC
|
BUY
|
- |
15.4KNew |
$153K - $197K
|
15.4K
$177K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.25KNew |
$12.4K - $16K
|
1.25K
$14.3K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$1.99K - $2.56K
|
200
$2.29K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.6KNew |
$190K - $218K
|
18.6K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
500New |
$5.11K - $5.86K
|
500
$5.73K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$5.11K - $5.86K
|
500
$5.73K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.1KNew |
$106K - $134K
|
10.1K
$116K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.4KNew |
$52K - $61.9K
|
4.4K
$50.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
200New |
$2.36K - $2.81K
|
200
$2.29K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27.7KNew |
$373K - $477K
|
27.7K
$318K
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
11KNew |
$148K - $188K
|
11K
$126K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
14.4KNew |
$247K - $288K
|
14.4K
$164K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
996New |
$16K - $20.7K
|
996
$11.4K
|
|
| Q3 2019 | |||||||
|
Sep 14, 2021
Q3 2019
|
Cwm, LLC
|
BUY
|
- |
1.29KNew |
$18.5K - $20.5K
|
1.29K
$14.8K
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.2K+ 2.46% |
$41.5K - $45.5K
|
133K
$1.53M
|
|
| Q1 2018 | |||||||
|
May 07, 2018
Q1 2018
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
61.7KNew |
$823K - $924K
|
61.7K
$707K
|
|
|
May 08, 2018
Q1 2018
|
Us Bancorp \De\
|
BUY
|
- |
300New |
$4K - $4.49K
|
300
$3.44K
|
|