Purchases and Sales Made in Q2 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
44.5KNew |
$427K - $486K
|
44.5K
$502K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
29K+ 27.06% |
$279K - $317K
|
136K
$1.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24.2K+ 10.47% |
$232K - $264K
|
256K
$2.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22K+ 19.52% |
$211K - $240K
|
134K
$1.52M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.68K+ 52.77% |
$83.2K - $94.7K
|
25.1K
$283K
|
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
7.52K+ 19.87% |
$72.1K - $82.1K
|
45.4K
$512K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.12K+ 16.39% |
$39.5K - $44.9K
|
29.2K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.46K+ 38.87% |
$23.6K - $26.8K
|
8.78K
$99K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.06K+ 6.87% |
$10.2K - $11.6K
|
16.5K
$186K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.06K+ 2.41% |
$10.1K - $11.5K
|
44.8K
$506K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
464+ 0.73% |
$4.45K - $5.07K
|
64.2K
$724K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
158+ 1.72% |
$1.52K - $1.73K
|
9.35K
$105K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42+ 1.78% |
$403 - $459
|
2.41K
$27.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-225- 0.48% |
$2.16K - $2.46K
|
46.4K
$523K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-303- 1.69% |
$2.91K - $3.31K
|
17.6K
$198K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1K- 4.67% |
$9.63K - $11K
|
20.5K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.69K- 0.73% |
$16.2K - $18.4K
|
230K
$2.59M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.41K- 2.41% |
$23.1K - $26.3K
|
97.7K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.35K- 5.77% |
$32.1K - $36.6K
|
54.7K
$617K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.66K- 3.56% |
$35.1K - $39.9K
|
99.1K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.7K- 27.71% |
$102K - $117K
|
27.9K
$314K
|
|
|
Jul 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-28.2K- 40.48% |
$270K - $308K
|
41.4K
$467K
|