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 3.28 Million shares, which have been reported (via 13F filing form) to have a value of $38.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
568,232
shares
|
$6.65 Million
0.14% of portfolio
|
Q2 2025
Added 35.29%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
441,364
shares
|
$5.17 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
248,980
shares
|
$2.92 Million
0.0% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
177,337
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
160,693
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
154,578
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
134,805
shares
|
$1.58 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
131,211
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
91,021
shares
|
$1.07 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
89,755
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
86,373
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
74,884
shares
|
$876,891
0.79% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
68,628
shares
|
$803,633
0.15% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
67,588
shares
|
$791,455
0.0% of portfolio
|
Q2 2025
Reduced 46.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
67,241
shares
|
$787,392
0.0% of portfolio
|
Q2 2025
Reduced 27.45%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
65,811
shares
|
$770,646
0.0% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
55,383
shares
|
$648,534
0.01% of portfolio
|
Q2 2025
Added 197.2%
|
|
|
Robinson Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
55,008
shares
|
$644,143
0.27% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
52,298
shares
|
$612,409
0.05% of portfolio
|
Q2 2025
Reduced 20.12%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
48,196
shares
|
$564,375
0.09% of portfolio
|
Q2 2025
Added 63.68%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
44,835
shares
|
$525,017
0.01% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
41,806
shares
|
$489,548
0.0% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
41,489
shares
|
$485,836
0.0% of portfolio
|
Q2 2025
Added 115.61%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
35,060
shares
|
$410,552
0.0% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
27,733
shares
|
$324,753
0.08% of portfolio
|
Q2 2025
New holding
|