Purchases and Sales Made in Q4 2024 in Flaherty & Crumrine Preferred & Income Fund Inc (PFD)
This table provides information about the institutional ownership of Flaherty & Crumrine Preferred & Income Fund Inc (PFD) during Q4 2024. The information is specifically focused on institutions that hold shares of FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
181KNew |
$2M - $2.18M
|
181K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
86.4KNew |
$952K - $1.04M
|
86.4K
$981K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.51KNew |
$38.7K - $42.3K
|
3.51K
$39.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.97K+ 88.56% |
$32.8K - $35.8K
|
6.33K
$71.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.78KNew |
$30.6K - $33.5K
|
2.78K
$31.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.92K+ 11.12% |
$21.1K - $23.1K
|
19.2K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.7K+ 2.1% |
$18.7K - $20.4K
|
82.6K
$939K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.43KNew |
$15.8K - $17.3K
|
1.43K
$16.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
234+ 1.27% |
$2.58K - $2.82K
|
18.7K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-202- 1.93% |
$2.23K - $2.43K
|
10.2K
$116K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-293- 1.73% |
$3.23K - $3.53K
|
16.6K
$189K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.95K- 4.83% |
$21.5K - $23.5K
|
38.5K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
SELL
|
- |
-5.3K- 3.78% |
$58.4K - $63.9K
|
135K
$1.53M
|