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 49 institutions that hold shares in the stock, with a total of 2.6 Million shares, which have been reported (via 13F filing form) to have a value of $29.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
15,689
shares
|
$173,991
0.02% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Poplar Forest Capital LLC
|
Oct 31, 2024 Q3 2024 |
15,425
shares
|
$171,063
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
14,900
shares
|
$165,241
0.0% of portfolio
|
Q2 2020
Reduced 1.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,506
shares
|
$160,871
0.0% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
13,045
shares
|
$144,669
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
13,043
shares
|
$144,646
0.01% of portfolio
|
Q2 2024
Reduced 15.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
12,087
shares
|
$134,044
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
11,533
shares
|
$127,900
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
11,178
shares
|
$123,964
0.0% of portfolio
|
Q3 2024
Added 57.13%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
10,542
shares
|
$116,910
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
10,463
shares
|
$116,034
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
10,442
shares
|
$115,801
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,251
shares
|
$58,233
0.0% of portfolio
|
Q1 2020
Reduced 86.86%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
3,867
shares
|
$42,885
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
3,358
shares
|
$37,240
0.02% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,250
shares
|
$13,862
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
750
shares
|
$8,317
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
427
shares
|
$4,735
0.0% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
360
shares
|
$3,992
0.0% of portfolio
|
Q3 2022
Reduced 47.45%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
300
shares
|
$3,327
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
291
shares
|
$3,227
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
200
shares
|
$2,218
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
200
shares
|
$2,218
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|