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 2.84 Million shares, which have been reported (via 13F filing form) to have a value of $32.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
441,364
shares
|
$5.01 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
317,076
shares
|
$3.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
251,751
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
181,175
shares
|
$2.06 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
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
155,361
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
134,805
shares
|
$1.53 Million
0.79% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
134,281
shares
|
$1.53 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
132,457
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
119,498
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 45.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
105,214
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 106.38%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
86,373
shares
|
$981,197
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
82,623
shares
|
$938,597
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
68,628
shares
|
$779,614
0.15% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Robinson Capital Management, LLC
|
Jan 31, 2025 Q4 2024 |
55,008
shares
|
$624,890
0.26% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
38,483
shares
|
$437,166
0.0% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
34,000
shares
|
$386,240
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
22,780
shares
|
$258,780
0.08% of portfolio
|
Q3 2024
Reduced 10.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,087
shares
|
$250,908
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
21,384
shares
|
$242,922
0.03% of portfolio
|
Q3 2024
Reduced 58.15%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
20,949
shares
|
$237,980
0.01% of portfolio
|
Q3 2024
Added 35.6%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
19,169
shares
|
$217,759
0.0% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
19,073
shares
|
$216,669
0.16% of portfolio
|
Q3 2024
Reduced 78.87%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
18,726
shares
|
$212,727
0.01% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
17,300
shares
|
$196,528
0.0% of portfolio
|
Q3 2024
Reduced 2.67%
|