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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
32,487
shares
|
$382,696
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
27,733
shares
|
$326,694
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
26,000
shares
|
$306,280
0.01% of portfolio
|
Q3 2025
Added 154.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,087
shares
|
$260,184
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
20,450
shares
|
$240,901
0.07% of portfolio
|
Q3 2025
Reduced 10.23%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
18,500
shares
|
$217,930
0.01% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
16,600
shares
|
$195,548
0.0% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
15,425
shares
|
$181,706
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
14,900
shares
|
$175,522
0.0% of portfolio
|
Q2 2020
Reduced 1.32%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
14,635
shares
|
$172,400
0.0% of portfolio
|
Q3 2025
Reduced 67.36%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
14,351
shares
|
$169,054
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
13,260
shares
|
$156,202
0.07% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
13,043
shares
|
$153,646
0.01% of portfolio
|
Q2 2024
Reduced 15.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
11,540
shares
|
$135,941
0.0% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
11,533
shares
|
$135,858
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
11,060
shares
|
$130,286
0.0% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
10,435
shares
|
$122,924
0.0% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,144
shares
|
$119,496
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
8,741
shares
|
$102,968
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
6,535
shares
|
$76,982
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,251
shares
|
$61,856
0.0% of portfolio
|
Q1 2020
Reduced 86.86%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
4,280
shares
|
$50,418
0.04% of portfolio
|
Q1 2025
Added 53.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,900
shares
|
$45,942
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
3,732
shares
|
$43,962
0.03% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
2,664
shares
|
$31,381
0.01% of portfolio
|
Q3 2025
New holding
|
|