Purchases and Sales Made in Q1 2024 in Flaherty & Crumrine Preferred & Income Fund Inc (PFD)
This table provides information about the institutional ownership of Flaherty & Crumrine Preferred & Income Fund Inc (PFD) during Q1 2024. The information is specifically focused on institutions that hold shares of FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
207K+ 245.85% |
$2.05M - $2.2M
|
291K
$3.26M
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
59.4K+ 198.19% |
$590K - $631K
|
89.4K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48K+ 200.61% |
$476K - $510K
|
72K
$805K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
26.4K+ 26.92% |
$262K - $281K
|
125K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20K+ 9.82% |
$198K - $212K
|
223K
$2.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
20K+ 9.82% |
$198K - $212K
|
223K
$2.5M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
18KNew |
$179K - $192K
|
18K
$202K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
16.9K+ 15.34% |
$168K - $179K
|
127K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
14.9KNew |
$147K - $158K
|
14.9K
$166K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.4K+ 9.4% |
$133K - $143K
|
156K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
12.9K+ 8.86% |
$128K - $137K
|
159K
$1.78M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.3KNew |
$122K - $130K
|
12.3K
$137K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.5KNew |
$114K - $122K
|
11.5K
$129K
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
10K+ 22.29% |
$99.2K - $106K
|
54.9K
$614K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7.12KNew |
$70.6K - $75.6K
|
7.12K
$79.6K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
5.73K+ 12.41% |
$56.8K - $60.8K
|
51.9K
$581K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.32K+ 8.48% |
$42.9K - $45.9K
|
55.3K
$619K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3.76KNew |
$37.3K - $39.9K
|
3.76K
$42.1K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.42K+ 2.15% |
$14.1K - $15.1K
|
67.5K
$755K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
1.24K+ 6.23% |
$12.3K - $13.2K
|
21.1K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
368+ 2.21% |
$3.65K - $3.91K
|
17K
$191K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
291New |
$2.89K - $3.09K
|
291
$3.26K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
213+ 1.23% |
$2.11K - $2.26K
|
17.5K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
48+ 0.31% |
$476 - $510
|
15.4K
$172K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-30- 4.34% |
$298 - $319
|
662
$7.41K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-98- 0.45% |
$972 - $1.04K
|
21.7K
$243K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-164- 0.74% |
$1.63K - $1.74K
|
22.1K
$248K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-400- 2.92% |
$3.97K - $4.25K
|
13.3K
$149K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.28K- 78.88% |
$12.7K - $13.6K
|
343
$3.84K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.69K- 4.28% |
$16.7K - $17.9K
|
37.7K
$422K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.73K- 5.88% |
$17.2K - $18.4K
|
27.7K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.44K- 32.56% |
$24.2K - $25.9K
|
5.05K
$56.5K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.36K- 7.31% |
$43.3K - $46.3K
|
55.3K
$619K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.22K- 7.84% |
$71.6K - $76.6K
|
84.8K
$949K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.9K- 3.24% |
$78.4K - $83.9K
|
236K
$2.64M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.85K- 3.81% |
$87.8K - $94K
|
223K
$2.5M
|