Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
119K+ 564.06% |
$1.18M - $1.26M
|
140K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
67.5K+ 23.19% |
$666K - $712K
|
359K
$4.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63.2K+ 40.43% |
$623K - $667K
|
220K
$2.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.2K+ 66.98% |
$475K - $509K
|
120K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
28.6K+ 22.91% |
$282K - $301K
|
153K
$1.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
23.7KNew |
$234K - $250K
|
23.7K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.2KNew |
$140K - $149K
|
14.2K
$159K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
10.5KNew |
$104K - $111K
|
10.5K
$118K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.85K+ 3.97% |
$87.3K - $93.4K
|
232K
$2.6M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.85K+ 3.97% |
$87.3K - $93.4K
|
232K
$2.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
3.87KNew |
$38.1K - $40.8K
|
3.87K
$43.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.36KNew |
$33.1K - $35.4K
|
3.36K
$37.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
2.07K+ 41.01% |
$20.4K - $21.8K
|
7.11K
$79.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.14K+ 1.69% |
$11.2K - $12K
|
68.6K
$768K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.01K+ 9.14% |
$9.97K - $10.7K
|
12.1K
$135K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
831+ 0.93% |
$8.19K - $8.77K
|
90.3K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
400New |
$3.94K - $4.22K
|
400
$4.48K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
212+ 0.56% |
$2.09K - $2.24K
|
38K
$425K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
31+ 0.23% |
$306 - $327
|
13.3K
$149K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-72- 0.33% |
$710 - $760
|
22.1K
$247K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-146- 0.83% |
$1.44K - $1.54K
|
17.3K
$194K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-233- 1.29% |
$2.3K - $2.46K
|
17.8K
$199K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-400- 10.64% |
$3.94K - $4.22K
|
3.36K
$37.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-708- 68.08% |
$6.98K - $7.47K
|
332
$3.72K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-785- 1.51% |
$7.74K - $8.28K
|
51.1K
$572K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.17K- 1.38% |
$11.5K - $12.4K
|
83.7K
$936K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.58K- 9.26% |
$15.5K - $16.6K
|
15.4K
$173K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.83K- 14.9% |
$18K - $19.3K
|
10.4K
$117K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2.24K- 8.08% |
$22K - $23.6K
|
25.4K
$285K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.31K- 15.03% |
$22.8K - $24.3K
|
13K
$146K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.9K- 18.0% |
$38.5K - $41.2K
|
17.8K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.32K- 7.82% |
$42.6K - $45.6K
|
51K
$570K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.38K- 2.76% |
$43.2K - $46.2K
|
154K
$1.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-7.1K- 99.72% |
$70K - $74.9K
|
20
$224
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-14.6K- 11.5% |
$144K - $154K
|
112K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-62.4K- 26.45% |
$616K - $659K
|
174K
$1.94M
|