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 55 institutions that hold shares in the stock, with a total of 3.13 Million shares, which have been reported (via 13F filing form) to have a value of $35.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
441,364
shares
|
$5.01 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
420,011
shares
|
$4.77 Million
0.11% of portfolio
|
Q1 2025
Added 18.35%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
246,225
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
170,768
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
160,693
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
141,545
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Added 31.23%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
134,805
shares
|
$1.53 Million
0.82% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
128,919
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
126,186
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
99,456
shares
|
$1.13 Million
0.07% of portfolio
|
Q1 2025
Reduced 14.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
92,683
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
86,373
shares
|
$981,197
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
83,538
shares
|
$948,991
0.0% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
74,884
shares
|
$850,682
0.79% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
68,628
shares
|
$779,614
0.15% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
65,467
shares
|
$743,705
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
64,724
shares
|
$735,264
0.0% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Robinson Capital Management, LLC
|
May 13, 2025 Q1 2025 |
55,008
shares
|
$624,890
0.26% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
44,941
shares
|
$510,529
0.0% of portfolio
|
Q1 2025
Added 16.78%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
43,500
shares
|
$494,160
0.02% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
35,814
shares
|
$406,847
0.0% of portfolio
|
Q1 2025
Added 76.53%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
29,446
shares
|
$334,506
0.06% of portfolio
|
Q1 2025
Added 77.1%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
22,780
shares
|
$258,780
0.08% of portfolio
|
Q3 2024
Reduced 10.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,087
shares
|
$250,908
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
20,500
shares
|
$232,880
0.01% of portfolio
|
Q4 2024
Reduced 2.14%
|