Whipplewood Advisors, LLC Flaherty & Crumrine Preferred & Income Fund Inc Transaction History
Whipplewood Advisors, LLC
- $152 Billion
- Q3 2025
A detailed history of Whipplewood Advisors, LLC transactions in Flaherty & Crumrine Preferred & Income Fund Inc stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 3,732 shares of PFD stock, worth $43,962. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,732
Previous 3,820
2.3%
Holding current value
$43,962
Previous $43.2 Million
3.83%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding PFD
# of Institutions
61Shares Held
4.26MCall Options Held
0Put Options Held
0-
Sit Investment Associates Inc Minneapolis, MN1.08MShares$12.8 Million0.26% of portfolio
-
Cibc Private Wealth Group, LLC441KShares$5.2 Million0.01% of portfolio
-
Cibc Bancorp Usa Inc. Chicago, IL441KShares$5.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY255KShares$3.01 Million0.0% of portfolio
-
Mgo One Seven LLC Beachwood, OH168KShares$1.98 Million0.05% of portfolio
About FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC
- Ticker PFD
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Flaherty & Crumrine Preferred Income Fund Inc. is a closed ended equity mutual fund launched and managed by Flaherty & Crumrine Incorporated. The fund invests in the public equity markets of the United States. It invests in the stocks of companies operating in the financials sector. The fund primarily invests in preferred securities. It ...