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 61 institutions that hold shares in the stock, with a total of 4.26 Million shares, which have been reported (via 13F filing form) to have a value of $50.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
1,084,394
shares
|
$12.8 Million
0.26% of portfolio
|
Q3 2025
Added 90.84%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
441,364
shares
|
$5.2 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
441,364
shares
|
$5.2 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
255,309
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
168,292
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
163,028
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
160,693
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
121,919
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
Nov 03, 2025 Q3 2025 |
106,993
shares
|
$1.26 Million
1.03% of portfolio
|
Q3 2025
Added 40.54%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
99,494
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
86,373
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
82,386
shares
|
$970,507
0.0% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
75,920
shares
|
$894,337
0.0% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
68,628
shares
|
$808,437
0.15% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
67,407
shares
|
$794,054
0.0% of portfolio
|
Q3 2025
Added 61.24%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
66,880
shares
|
$787,846
0.0% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
61,517
shares
|
$724,670
0.0% of portfolio
|
Q2 2025
Reduced 27.45%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
60,680
shares
|
$714,810
0.05% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Robinson Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
55,008
shares
|
$647,994
0.36% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
52,338
shares
|
$616,541
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
48,196
shares
|
$567,748
0.09% of portfolio
|
Q2 2025
Added 63.68%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
38,576
shares
|
$454,425
0.0% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
36,329
shares
|
$427,955
0.0% of portfolio
|
Q3 2025
Reduced 79.51%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
36,200
shares
|
$426,436
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
33,456
shares
|
$394,111
0.0% of portfolio
|
Q3 2025
Reduced 4.58%
|
|