Purchases and Sales Made in Q2 2025 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 2025. 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 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
148K+ 35.29% |
$1.53M - $1.68M
|
568K
$6.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
36.7K+ 197.2% |
$380K - $416K
|
55.4K
$635K
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
27.7KNew |
$287K - $314K
|
27.7K
$318K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.2K+ 115.61% |
$230K - $252K
|
41.5K
$475K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
18.8K+ 63.68% |
$194K - $212K
|
48.2K
$552K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
14.4KNew |
$149K - $162K
|
14.4K
$164K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13K+ 9.21% |
$135K - $147K
|
155K
$1.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$106K - $115K
|
10.2K
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.57K+ 3.85% |
$68K - $74.3K
|
177K
$2.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.82KNew |
$39.5K - $43.2K
|
3.82K
$43.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.76K+ 1.12% |
$28.5K - $31.2K
|
249K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.29K+ 1.78% |
$23.7K - $25.9K
|
131K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.34K+ 3.07% |
$13.8K - $15.1K
|
44.8K
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.09K+ 1.68% |
$11.3K - $12.3K
|
65.8K
$754K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
31+ 0.48% |
$321 - $351
|
6.5K
$74.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31+ 0.29% |
$321 - $351
|
10.9K
$124K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
30+ 0.35% |
$311 - $339
|
8.71K
$99.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-754- 2.11% |
$7.8K - $8.53K
|
35.1K
$402K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2K- 9.76% |
$20.7K - $22.6K
|
18.5K
$212K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.14K- 15.94% |
$22.1K - $24.2K
|
11.3K
$129K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.14K- 6.98% |
$32.4K - $35.5K
|
41.8K
$479K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4K- 4.79% |
$41.4K - $45.3K
|
79.5K
$911K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-8.44K- 8.48% |
$87.3K - $95.4K
|
91K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-13.2K- 20.12% |
$136K - $149K
|
52.3K
$599K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.4K- 27.45% |
$263K - $288K
|
67.2K
$771K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58.6K- 46.44% |
$606K - $663K
|
67.6K
$775K
|