Free Trial
Tada emoji MarketBeat All Access Sale — Buy Now For Just $5

Flaherty & Crumrine Preferred Income Fund (PFD) Institutional Ownership

Flaherty & Crumrine Preferred Income Fund logo
$11.46 +0.03 (+0.22%)
Closing price 08/8/2025 03:50 PM Eastern
Extended Trading
$11.46 0.00 (0.00%)
As of 08/8/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Flaherty & Crumrine Preferred Income Fund (NYSE:PFD)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$11.02M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$1.69M
Get PFD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Flaherty & Crumrine Preferred Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PFD Institutional Buying and Selling by Quarter

Flaherty & Crumrine Preferred Income Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2025 Wedbush Securities Inc.18,500$209K0.0%-9.8%0.000%
8/4/2025 Bridgewealth Advisory Group LLC27,733$314K0.1%N/A0.000%
8/4/2025 Wolverine Asset Management LLC55,383$626K0.0%+197.2%0.000%
7/31/2025 Whipplewood Advisors LLC3,820$43K0.0%N/A0.000%
7/25/2025 Pathway Financial Advisors LLC48,196$545K0.1%+63.7%0.000%
7/24/2025 IFP Advisors Inc11,284$128K0.0%-15.9%0.000%
7/22/2025 Signature Wealth Management Partners LLC14,351$162K0.1%N/A0.000%
5/19/2025Smith Asset Management Co. LLC74,884$840K0.8%N/A0.000%
5/16/2025AQR Arbitrage LLC99,456$1.12M0.0%-14.4%0.000%
5/15/2025Royal Bank of Canada92,683$1.04M0.0%-2.2%0.000%
5/13/2025SFI Advisors LLC20,267$227K0.2%-62.1%0.000%
5/13/2025Sit Investment Associates Inc.420,011$4.71M0.1%+18.3%0.000%
5/12/2025 Wolverine Asset Management LLC18,635$209K0.0%N/A0.000%
5/9/2025Cary Street Partners Financial LLC43,500$488K0.0%+10.1%0.000%
5/6/2025 Arlington Capital Management Inc.13,409$150K0.1%N/A0.000%
5/5/2025 IFP Advisors Inc13,423$151K0.0%-28.3%0.000%
4/17/2025 Sound Income Strategies LLC6,472$73K0.0%N/A0.000%
4/16/2025 Pathway Financial Advisors LLC29,446$330K0.1%+77.1%0.000%
4/15/2025Noble Wealth Management PBC4,280$48K0.0%+54.0%0.000%
2/17/2025Cary Street Partners Financial LLC39,500$444K0.0%N/A0.000%
2/17/2025Bank of America Corp DE107,863$1.21M0.0%-9.7%0.000%
2/14/2025AQR Arbitrage LLC116,171$1.30M0.0%-13.5%0.000%
2/14/2025Comerica Bank8,651$97K0.0%-22.6%0.000%
2/14/2025 Bridgewealth Advisory Group LLC27,733$316K0.1%+112.6%0.000%
2/14/2025Lido Advisors LLC70,814$796K0.0%N/A0.000%
2/14/2025Stifel Financial Corp27,292$307K0.0%N/A0.000%
2/13/2025Guggenheim Capital LLC20,288$228K0.0%N/A0.000%
2/13/2025Raymond James Financial Inc.181,175$2.04M0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.354,898$3.99M0.1%+11.9%0.000%
2/13/2025Wells Fargo & Company MN127,048$1.43M0.0%-4.1%0.000%
2/11/2025LPL Financial LLC38,483$433K0.0%-4.8%0.000%
2/10/2025 Commonwealth Equity Services LLC19,169$215K0.0%+11.1%0.000%
2/6/2025Raymond James Financial Inc.181,175$2.04M0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC2,780$31K0.0%N/A0.000%
1/30/2025Pathway Financial Advisers LLC6,332$71K0.0%+88.6%0.000%
1/29/2025 McClarren Financial Advisors Inc.3,510$39K0.1%N/A0.000%
1/24/2025 Matisse Capital134,805$1.52M0.8%-3.8%0.000%
1/16/2025 UMB Bank n.a.86,373$971K0.0%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.21,384$256K0.0%-58.1%0.000%
10/24/2024 Ellis Investment Partners LLC10,442$125K0.0%N/A0.000%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
10/9/2024 LongView Wealth Management22,780$272K0.1%-10.4%0.000%
10/8/2024 Pathway Financial Advisors LLC16,920$202K0.1%-28.7%0.000%
9/23/2024Centaurus Financial Inc.13,043$136K0.0%-15.0%0.000%
8/7/2024 Wedbush Securities Inc.15,449$161K0.0%-9.3%0.000%
8/7/2024 Ashton Thomas Private Wealth LLC3,359$35K0.0%N/A0.000%
8/2/2024 First National Trust Co10,542$110K0.0%N/A0.000%
8/2/2024 Wolverine Asset Management LLC112,483$1.17M0.0%-11.5%0.000%
8/1/2024Private Wealth Strategies L.L.C.68,628$716K0.1%+1.7%0.000%
7/30/2024 Matisse Capital140,368$1.47M0.7%+564.1%0.000%
7/30/2024Arrow Financial Corp3,867$40K0.0%N/A0.000%
7/24/2024 Pathway Financial Advisors LLC23,743$248K0.1%N/A0.000%
7/22/2024 LongView Wealth Management25,432$266K0.1%-8.1%0.000%
5/29/2024Pathway Financial Advisers LLC3,760$40K0.0%N/A0.000%
5/17/2024Comerica Bank5,045$54K0.0%-32.6%0.000%
5/14/2024Robinson Capital Management LLC54,858$554K0.2%+22.3%0.000%
5/1/2024 Matisse Capital21,138$224K0.1%+6.2%0.000%
4/30/2024SpiderRock Advisors LLC11,533$121K0.0%N/A0.000%
4/23/2024Raymond James Financial Services Advisors Inc.236,014$2.50M0.0%-3.2%0.000%
4/16/2024 LongView Wealth Management27,668$294K0.1%-5.9%0.000%
2/26/2024Centaurus Financial Inc.15,303$151K0.0%-85.0%0.000%
2/12/2024Private Wealth Strategies L.L.C.66,067$653K0.1%+1.8%0.000%
2/12/2024RPO LLC10,912$108K0.2%N/A0.000%
2/9/2024 D.A. Davidson & CO.21,775$215K0.0%-29.1%0.000%
2/8/2024Robinson Capital Management LLC44,858$449K0.2%+12.4%0.000%
2/8/2024 Matisse Capital19,898$197K0.1%N/A0.000%
2/2/2024 Truist Financial Corp17,198$170K0.0%N/A0.000%
2/1/2024 Wolverine Asset Management LLC110,200$1.09M0.0%-3.4%0.000%
1/30/2024SFI Advisors LLC29,995$296K0.3%-38.6%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.243,917$2.41M0.0%-4.6%0.000%
1/16/2024Raymond James & Associates22,307$220K0.0%+32.7%0.000%
1/16/2024 Cooper Financial Group13,702$135K0.0%-31.8%0.000%
11/14/2023AQR Arbitrage LLC44,171$403K0.0%N/A0.000%
11/14/2023Saba Capital Management L.P.25,375$232K0.0%N/A0.000%
11/14/2023Robinson Capital Management LLC39,911$358K0.2%N/A0.000%
11/13/2023 Wolverine Asset Management LLC114,050$1.04M0.0%+156.1%0.000%
11/8/2023 D.A. Davidson & CO.30,715$280K0.0%+10.3%0.000%
10/30/2023SFI Advisors LLC48,859$446K0.4%+7.7%0.000%
8/18/2023SFI Advisors LLC45,359$447K0.4%+19.9%0.000%
8/11/2023 D.A. Davidson & CO.27,851$275K0.0%-27.7%0.000%
8/7/2023 Wolverine Asset Management LLC44,537$439K0.0%N/A0.000%
7/31/2023LPL Financial LLC44,831$442K0.0%+2.4%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.255,513$2.52M0.0%+10.5%0.000%
7/25/2023Raymond James & Associates16,479$162K0.0%+6.9%0.000%
7/12/2023Heron Bay Capital Management41,405$408K0.1%-40.5%0.000%
5/12/2023Poplar Forest Capital LLC15,425$164K0.0%N/A0.000%
5/11/2023Heron Bay Capital Management69,570$738K0.3%N/A0.000%
5/11/2023 Cooper Financial Group20,102$213K0.1%+22.0%0.000%
5/9/2023 Wedbush Securities Inc.21,519$228K0.0%+10.0%0.000%
5/3/2023Pinnacle Wealth Planning Services Inc.15,500$164K0.0%-44.6%0.000%
4/25/2023 D.A. Davidson & CO.38,529$409K0.0%-3.8%0.000%
This stock could leave NVDA in the dust (Ad)

Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla and Nvidia are all on the verge of major disruption. To help protect anyone with money invested in them, he's sharing three exciting stocks to replace them with. He gives away the names and tickers completely free in his brand-new "Sell This, Buy That" broadcast.

Click to get the full details on Eric Fry's "Nvidia alternative" right here.
4/18/2023 IFP Advisors Inc2,000$27K0.0%N/A0.000%
4/14/2023Raymond James Financial Services Advisors Inc.231,297$2.45M0.0%+191.8%0.000%
2/14/2023Private Wealth Strategies L.L.C.62,743$697K0.2%+1.7%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.79,277$881K0.0%N/A0.000%
2/7/2023 Commonwealth Equity Services LLC17,643$196K0.0%-17.0%0.000%
2/7/2023LPL Financial LLC46,504$517K0.0%+22.2%0.000%
2/3/2023 D.A. Davidson & CO.40,053$445K0.0%+3.5%0.000%
1/31/2023 Wedbush Securities Inc.19,564$217K0.0%-13.0%0.000%
1/13/2023 Cooper Financial Group16,482$183K0.1%N/A0.000%
12/5/2022Centaurus Financial Inc.97,295$1.03M0.1%+10.6%0.000%
(Data available from 1/1/2016 forward)

PFD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFD shares?

During the previous two years, 46 institutional investors and hedge funds held shares of Flaherty & Crumrine Preferred Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($4.71M), Raymond James Financial Services Advisors Inc. ($2.50M), Raymond James Financial Inc. ($2.04M), Matisse Capital ($1.52M), Wells Fargo & Company MN ($1.43M), Bank of America Corp DE ($1.21M), and AQR Arbitrage LLC ($1.12M).Learn more on Flaherty & Crumrine Preferred Income Fund's institutional investors.

Which institutional investors have been buying Flaherty & Crumrine Preferred Income Fund's stock?

Of the 34 institutional investors that purchased Flaherty & Crumrine Preferred Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($362.35K), Matisse Capital ($140.37K), Wolverine Asset Management LLC ($124.90K), Sit Investment Associates Inc. ($102.94K), UMB Bank n.a. ($86.37K), Smith Asset Management Co. LLC ($74.88K), and Lido Advisors LLC ($70.81K).

How much institutional buying is happening at Flaherty & Crumrine Preferred Income Fund?

Institutional investors have bought a total of 978,986 shares in the last 24 months. This purchase volume represents approximately $11.02M in transactions.

Which of Flaherty & Crumrine Preferred Income Fund's major shareholders have been selling company stock?

Of the 14 institutional investors that sold Flaherty & Crumrine Preferred Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AQR Arbitrage LLC ($34.83K), SFI Advisors LLC ($33.16K), Landscape Capital Management L.L.C. ($29.71K), Bank of America Corp DE ($11.64K), IFP Advisors Inc ($7.44K), Pathway Financial Advisors LLC ($6.82K), and Wells Fargo & Company MN ($5.41K).

How much institutional selling is happening at Flaherty & Crumrine Preferred Income Fund?

Institutional investors have sold a total of 147,837 shares in the last 24 months. This volume of shares sold represents approximately $1.69M in transactions.


Related Companies

This page (NYSE:PFD) was last updated on 8/11/2025 by MarketBeat.com Staff
From Our Partners
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
HIDDEN IN THE BOOK OF GENESIS…
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored