Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.7K+ 18.29% |
$409K - $487K
|
224K
$2.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.7K+ 18.29% |
$409K - $487K
|
224K
$2.51M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.8K+ 11.12% |
$104K - $124K
|
87.9K
$984K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7.36K+ 28.3% |
$86.8K - $103K
|
33.4K
$373K
|
|
|
Aug 11, 2022
Q2 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
6.24K+ 18.37% |
$73.6K - $87.6K
|
40.2K
$450K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.33K+ 6.12% |
$62.9K - $74.9K
|
92.6K
$1.04M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.4KNew |
$52K - $61.9K
|
4.4K
$49.3K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.4K+ 31.34% |
$40.1K - $47.8K
|
14.3K
$159K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.27K+ 12.85% |
$26.8K - $31.9K
|
19.9K
$223K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.36K+ 54.24% |
$16K - $19.1K
|
3.86K
$43.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.13K+ 1.89% |
$13.3K - $15.8K
|
60.5K
$677K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
760+ 5.85% |
$8.97K - $10.7K
|
13.8K
$154K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$2.95K - $3.51K
|
250
$2.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
200New |
$2.36K - $2.81K
|
200
$2.24K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.02% |
$35.4 - $42.2
|
19.3K
$216K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-419Closed |
$4.94K - $5.89K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-828- 3.9% |
$9.77K - $11.6K
|
20.4K
$229K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-830- 7.52% |
$9.79K - $11.7K
|
10.2K
$114K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-879- 44.64% |
$10.4K - $12.3K
|
1.09K
$12.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-921Closed |
$10.9K - $12.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.05K- 1.97% |
$12.4K - $14.7K
|
52.1K
$584K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.2KClosed |
$14.2K - $16.9K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.32K- 9.3% |
$15.6K - $18.5K
|
12.9K
$144K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.8K- 14.38% |
$21.2K - $25.2K
|
10.7K
$120K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.02K- 12.25% |
$23.8K - $28.4K
|
14.5K
$162K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.43K- 2.69% |
$28.6K - $34.1K
|
87.8K
$983K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.81K- 9.73% |
$33.2K - $39.5K
|
26.1K
$292K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.33KClosed |
$39.2K - $46.7K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.82KClosed |
$45K - $53.6K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-8.57KClosed |
$101K - $120K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-11.1KClosed |
$131K - $156K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.2K- 26.53% |
$156K - $185K
|
36.5K
$409K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.4K- 20.95% |
$193K - $230K
|
61.8K
$692K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.6K- 60.98% |
$220K - $262K
|
11.9K
$133K
|
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-25.5KClosed |
$301K - $358K
|
0
$0
|