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 |
|---|---|---|---|---|---|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
22,780
shares
|
$266,753
0.08% of portfolio
|
Q3 2024
Reduced 10.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,087
shares
|
$258,638
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
18,500
shares
|
$216,635
0.01% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
16,600
shares
|
$194,386
0.0% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
15,425
shares
|
$180,626
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
14,900
shares
|
$174,479
0.0% of portfolio
|
Q2 2020
Reduced 1.32%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
14,351
shares
|
$168,050
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
13,043
shares
|
$152,733
0.01% of portfolio
|
Q2 2024
Reduced 15.03%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
12,426
shares
|
$145,508
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
12,087
shares
|
$141,538
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
11,533
shares
|
$135,051
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
11,284
shares
|
$132,135
0.0% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
10,858
shares
|
$127,147
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
10,600
shares
|
$124,126
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
10,200
shares
|
$119,442
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,711
shares
|
$102,005
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
6,503
shares
|
$76,150
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,251
shares
|
$61,489
0.0% of portfolio
|
Q1 2020
Reduced 86.86%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
4,280
shares
|
$50,118
0.04% of portfolio
|
Q1 2025
Added 53.96%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
3,820
shares
|
$44,732
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,433
shares
|
$16,780
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,250
shares
|
$14,637
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
750
shares
|
$8,782
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
648
shares
|
$7,588
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
360
shares
|
$4,215
0.0% of portfolio
|
Q1 2025
Reduced 35.71%
|