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Flaherty & Crumrine Preferred Income Fund (PFD) Institutional Ownership

Flaherty & Crumrine Preferred Income Fund logo
$11.19 -0.04 (-0.36%)
(As of 04:28 PM ET)
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Institutional Ownership Changes (13F Filings) for Flaherty & Crumrine Preferred Income Fund (NYSE:PFD)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$2.69M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$2.16M
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PFD Institutional Buying and Selling by Quarter

Flaherty & Crumrine Preferred Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/9/2024 Landscape 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%
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%
9/23/2024 Centaurus 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%
7/30/2024Matisse Capital140,368$1.47M0.7%+564.1%0.000%
7/30/2024 Arrow 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%
5/29/2024 Pathway Financial Advisers LLC3,760$40K0.0%N/A0.000%
5/17/2024 Comerica Bank5,045$54K0.0%-32.6%0.000%
5/14/2024 Robinson Capital Management LLC54,858$554K0.2%+22.3%0.000%
5/1/2024Matisse Capital21,138$224K0.1%+6.2%0.000%
4/30/2024 SpiderRock 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%
2/26/2024 Centaurus 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%
2/12/2024 RPO LLC10,912$108K0.2%N/A0.000%
2/9/2024 D.A. Davidson & CO.21,775$215K0.0%-29.1%0.000%
2/8/2024 Robinson Capital Management LLC44,858$449K0.2%+12.4%0.000%
2/8/2024Matisse 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%
1/30/2024 SFI 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%
11/14/2023 AQR Arbitrage LLC44,171$403K0.0%N/A0.000%
11/14/2023 Saba Capital Management L.P.25,375$232K0.0%N/A0.000%
11/14/2023 Robinson 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%
10/30/2023 SFI Advisors LLC48,859$446K0.4%+7.7%0.000%
8/18/2023 SFI Advisors LLC45,359$447K0.4%+19.9%0.000%
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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%
7/31/2023 LPL 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%
7/12/2023 Heron Bay Capital Management41,405$408K0.1%-40.5%0.000%
5/12/2023 Poplar Forest Capital LLC15,425$164K0.0%N/A0.000%
5/11/2023 Heron 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%
5/3/2023 Pinnacle 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%
4/18/2023IFP 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%
2/7/2023Commonwealth Equity Services LLC17,643$196K0.0%-17.0%0.000%
2/7/2023 LPL 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%
12/5/2022 Centaurus Financial Inc.97,295$1.03M0.1%+10.6%0.000%
11/10/2022 Wolverine Asset Management LLC3,990$42K0.0%N/A0.000%
11/7/2022 D.A. Davidson & CO.38,699$411K0.0%+16.0%0.000%
11/7/2022 Western Wealth Management LLC10,000$105K0.0%-22.4%0.000%
11/3/2022 Creative Planning10,082$107K0.0%N/A0.000%
11/1/2022McClarren Financial Advisors Inc.8,898$94K0.1%N/A0.000%
10/25/2022Raymond James & Associates17,960$191K0.0%-9.9%0.000%
10/18/2022Private Wealth Strategies L.L.C.61,667$654K0.2%+1.9%0.000%
10/18/2022 Wedbush Securities Inc.22,475$238K0.0%+16.6%0.000%
8/11/2022 Cetera Investment Advisers10,211$128K0.0%-7.5%0.000%
8/11/2022 SFI Advisors LLC40,199$504K0.6%+18.4%0.000%
8/2/2022 Belpointe Asset Management LLC10,703$102K0.0%-14.4%0.000%
8/2/2022 Centaurus Financial Inc.87,936$1.10M0.1%+11.1%0.000%
7/28/2022 D.A. Davidson & CO.33,357$419K0.0%+28.3%0.000%
7/26/2022Private Wealth Strategies L.L.C.60,539$760K0.2%+1.9%0.000%
7/19/2022Commonwealth Equity Services LLC20,421$256K0.0%-3.9%0.000%
7/18/2022 Western Wealth Management LLC12,880$163K0.0%-9.3%0.000%
5/16/2022 SFI Advisors LLC33,961$470K0.3%N/A0.000%
5/10/2022 Western Wealth Management LLC14,200$196K0.0%N/A0.000%
5/4/2022 Advisor Group Holdings Inc.78,223$1.09M0.0%+39.8%0.000%
5/4/2022 Wolverine Asset Management LLC25,474$353K0.0%N/A0.000%
5/4/2022 Prospera Financial Services Inc3,817$53K0.0%N/A0.000%
5/4/2022Commonwealth Equity Services LLC21,249$294K0.0%+12.7%0.000%
4/29/2022Private Wealth Strategies L.L.C.59,414$823K0.2%-33.3%0.000%
4/28/2022 Belpointe Asset Management LLC12,500$144K0.0%-11.1%0.000%
4/22/2022 UMB Bank N A MO2,000$28K0.0%-39.4%0.000%
4/13/2022 Abacus Planning Group Inc.10,957$152K0.0%N/A0.000%
2/9/2022 UMB Bank N A MO3,300$58K0.0%N/A0.000%
2/3/2022 Advisor Group Holdings Inc.55,964$979K0.0%-3.9%0.000%
This Crisis Could Be Worse Than 2008 (Ad)

Underneath the surface, cracks are forming. Cracks that threaten to shatter everything we know. America is teetering on the edge of a collapse unlike anything we've seen.

In my new book, "Midnight in America," I expose the hidden deals between Washington and Wall Street.
2/1/2022 Centaurus Financial Inc.9,993$175K0.0%N/A0.000%
1/31/2022Commonwealth Equity Services LLC18,859$330K0.0%+8.8%0.000%
1/24/2022Private Wealth Strategies L.L.C.89,101$1.56M0.4%+1.1%0.000%
1/13/2022 Wedbush Securities Inc.19,265$337K0.0%-6.1%0.000%
1/10/2022 Patriot Financial Group Insurance Agency LLC1,500$26K0.0%-50.0%0.000%
11/24/2021 Patriot Financial Group Insurance Agency LLC3,000$47K0.0%+100.0%0.000%
11/24/2021 Mcdonald Partners LLC21,732$342K0.1%-7.6%0.000%
11/16/2021 Cetera Investment Advisers11,386$179K0.0%-25.9%0.000%
11/16/2021Cetera Advisor Networks LLC16,549$261K0.0%+28.9%0.000%
11/12/2021 Wolverine Asset Management LLC21,714$342K0.0%+48.5%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, 31 institutional investors and hedge funds held shares of Flaherty & Crumrine Preferred Income Fund. The most heavily invested institutionals were Raymond James Financial Services Advisors Inc. ($2.50M), Matisse Capital ($1.47M), Wolverine Asset Management LLC ($1.17M), Private Wealth Strategies L.L.C. ($716K), Robinson Capital Management LLC ($554K), LPL Financial LLC ($442K), and Heron Bay Capital Management ($408K).Learn more on PFD's institutional investors.

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

Of the 26 institutional investors that purchased Flaherty & Crumrine Preferred Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($255.51K), Matisse Capital ($140.37K), Wolverine Asset Management LLC ($114.05K), Heron Bay Capital Management ($69.57K), Robinson Capital Management LLC ($54.86K), AQR Arbitrage LLC ($44.17K), and Saba Capital Management L.P. ($25.38K).

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

Institutional investors have bought a total of 882,778 shares in the last 24 months. This purchase volume represents approximately $9.03M in transactions.

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

Of the 14 institutional investors that sold Flaherty & Crumrine Preferred Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Centaurus Financial Inc. ($89.06K), Landscape Capital Management L.L.C. ($29.71K), Heron Bay Capital Management ($28.17K), D.A. Davidson & CO. ($21.14K), Raymond James Financial Services Advisors Inc. ($19.59K), SFI Advisors LLC ($18.86K), and Wolverine Asset Management LLC ($18.47K).

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

Institutional investors have sold a total of 267,869 shares in the last 24 months. This volume of shares sold represents approximately $2.77M in transactions.


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This page (NYSE:PFD) was last updated on 11/26/2024 by MarketBeat.com Staff
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