Institutional Ownership Flaherty & Crumrine Preferred & Income Fund Inc (PFD)
This table provides information about the institutional ownership of Flaherty & Crumrine Preferred & Income Fund Inc (PFD). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 2.95 Million shares, which have been reported (via 13F filing form) to have a value of $31.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
441,364
shares
|
$4.72 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
354,898
shares
|
$3.8 Million
0.09% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
237,967
shares
|
$2.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
181,175
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
160,693
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
137,684
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
134,805
shares
|
$1.44 Million
0.79% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
127,048
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
116,171
shares
|
$1.24 Million
0.07% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
107,863
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
94,771
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
86,373
shares
|
$924,191
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
82,623
shares
|
$884,066
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
70,814
shares
|
$757,709
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
68,628
shares
|
$734,319
0.15% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Robinson Capital Management, LLC
|
Jan 31, 2025 Q4 2024 |
55,008
shares
|
$588,585
0.26% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
53,428
shares
|
$571,679
0.43% of portfolio
|
Q4 2024
Added 180.12%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
39,500
shares
|
$422,650
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
38,483
shares
|
$411,768
0.0% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
29,446
shares
|
$315,072
0.06% of portfolio
|
Q1 2025
Added 77.1%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
27,733
shares
|
$296,743
0.09% of portfolio
|
Q4 2024
Added 112.59%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
27,292
shares
|
$292,024
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
22,780
shares
|
$243,745
0.08% of portfolio
|
Q3 2024
Reduced 10.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,087
shares
|
$236,330
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
20,500
shares
|
$219,349
0.01% of portfolio
|
Q4 2024
Reduced 2.14%
|