Institutional Ownership Flaherty & Crumrine Preferred & Income Fund Inc (PFD)
This table provides information about the institutional ownership of Flaherty & Crumrine Preferred & Income Fund Inc (PFD). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 2.67 Million shares, which have been reported (via 13F filing form) to have a value of $30.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
441,364
shares
|
$4.97 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
317,076
shares
|
$3.57 Million
0.08% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
251,751
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
160,693
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
155,361
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
134,805
shares
|
$1.52 Million
0.79% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
134,281
shares
|
$1.51 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
132,457
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
119,498
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 45.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
105,214
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Added 106.38%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
86,373
shares
|
$971,696
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
80,926
shares
|
$910,417
0.0% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
68,628
shares
|
$772,065
0.15% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Robinson Capital Management, LLC
|
Jan 31, 2025 Q4 2024 |
55,008
shares
|
$618,840
0.26% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
40,435
shares
|
$454,893
0.0% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
34,000
shares
|
$382,500
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
22,780
shares
|
$256,275
0.08% of portfolio
|
Q3 2024
Reduced 10.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,087
shares
|
$248,478
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
21,384
shares
|
$240,570
0.03% of portfolio
|
Q3 2024
Reduced 58.15%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
20,949
shares
|
$235,676
0.01% of portfolio
|
Q3 2024
Added 35.6%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
19,073
shares
|
$214,571
0.16% of portfolio
|
Q3 2024
Reduced 78.87%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
17,804
shares
|
$200,295
0.01% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
17,300
shares
|
$194,625
0.0% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
17,250
shares
|
$194,062
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
16,627
shares
|
$187,053
0.04% of portfolio
|
Q4 2024
Reduced 1.73%
|