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Flaherty & Crumrine Preferred Income Fund (PFD) Institutional Ownership

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(As of 05/3/2024 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)
18
Total
Institutional Inflows
(last 12 months)
$4.15M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.97M
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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
5/1/2024 Matisse Capital21,138$224K0.1%+6.2%0.000%
4/30/2024 SpiderRock Advisors LLC11,533$121K0.0%N/A0.000%
4/23/2024 Raymond 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%
2/9/2024D.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%
2/2/2024Truist Financial Corp17,198$170K0.0%N/A0.000%
2/1/2024Wolverine Asset Management LLC110,200$1.09M0.0%-3.4%0.000%
1/30/2024SFI Advisors LLC29,995$296K0.3%-38.6%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.243,917$2.41M0.0%-4.6%0.000%
1/16/2024 Raymond 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%
11/13/2023Wolverine Asset Management LLC114,050$1.04M0.0%+156.1%0.000%
11/8/2023D.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%
8/11/2023D.A. Davidson & CO.27,851$275K0.0%-27.7%0.000%
8/7/2023Wolverine Asset Management LLC44,537$439K0.0%N/A0.000%
7/31/2023LPL Financial LLC44,831$442K0.0%+2.4%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.255,513$2.52M0.0%+10.5%0.000%
7/25/2023 Raymond 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%
5/9/2023Wedbush 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%
4/25/2023D.A. Davidson & CO.38,529$409K0.0%-3.8%0.000%
4/18/2023IFP Advisors Inc2,000$27K0.0%N/A0.000%
4/14/2023 Raymond 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%
2/8/2023 Raymond 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%
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2/7/2023LPL Financial LLC46,504$517K0.0%+22.2%0.000%
2/3/2023D.A. Davidson & CO.40,053$445K0.0%+3.5%0.000%
1/31/2023Wedbush 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%
11/10/2022Wolverine Asset Management LLC3,990$42K0.0%N/A0.000%
11/7/2022D.A. Davidson & CO.38,699$411K0.0%+16.0%0.000%
11/7/2022Western Wealth Management LLC10,000$105K0.0%-22.4%0.000%
11/3/2022Creative Planning10,082$107K0.0%N/A0.000%
11/1/2022McClarren Financial Advisors Inc.8,898$94K0.1%N/A0.000%
10/25/2022 Raymond 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%
10/18/2022Wedbush Securities Inc.22,475$238K0.0%+16.6%0.000%
8/11/2022Cetera Investment Advisers10,211$128K0.0%-7.5%0.000%
8/11/2022SFI Advisors LLC40,199$504K0.6%+18.4%0.000%
8/2/2022Belpointe Asset Management LLC10,703$102K0.0%-14.4%0.000%
8/2/2022Centaurus Financial Inc.87,936$1.10M0.1%+11.1%0.000%
7/28/2022D.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%
7/18/2022Western Wealth Management LLC12,880$163K0.0%-9.3%0.000%
5/16/2022SFI Advisors LLC33,961$470K0.3%N/A0.000%
5/10/2022Western Wealth Management LLC14,200$196K0.0%N/A0.000%
5/4/2022Advisor Group Holdings Inc.78,223$1.09M0.0%+39.8%0.000%
5/4/2022Wolverine Asset Management LLC25,474$353K0.0%N/A0.000%
5/4/2022Prospera 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%
4/28/2022Belpointe 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%
2/3/2022Advisor Group Holdings Inc.55,964$979K0.0%-3.9%0.000%
2/1/2022Centaurus 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%
1/13/2022Wedbush 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%
11/16/2021Cetera Investment Advisers11,386$179K0.0%-25.9%0.000%
11/16/2021Cetera Advisor Networks LLC16,549$261K0.0%+28.9%0.000%
11/12/2021Wolverine Asset Management LLC21,714$342K0.0%+48.5%0.000%
11/5/2021Advisor Group Holdings Inc.58,205$919K0.0%+10.9%0.000%
11/2/2021Private Wealth Strategies L.L.C.88,168$1.39M0.3%+1.1%0.000%
11/2/2021 Raymond James & Associates18,032$284K0.0%+48.5%0.000%
10/29/2021Commonwealth Equity Services LLC17,330$273K0.0%-22.7%0.000%
10/28/2021 Mcdonald Partners LLC21,732$342K0.1%-7.6%0.000%
10/8/2021Wedbush Securities Inc.20,511$323K0.0%-3.3%0.000%
8/16/2021Bank of America Corp DE286,835$4.79M0.0%-19.9%0.000%
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8/16/2021Royal Bank of Canada46,689$780K0.0%+3.5%0.000%
8/12/2021 Private Advisor Group LLC10,009$167K0.0%-22.0%0.000%
8/12/2021Advisory Services Network LLC2,482$41K0.0%N/A0.000%
8/11/2021Commonwealth Equity Services LLC22,421$374K0.0%+23.8%0.000%
8/10/2021 Cambridge Investment Research Advisors Inc.12,724$212K0.0%-7.1%0.000%
8/10/2021Mid Atlantic Financial Management Inc. ADV17,350$290K0.0%N/A0.000%
8/6/2021Bessemer Group Inc.7,000$117K0.0%N/A0.000%
8/2/2021Private Wealth Strategies L.L.C.87,250$1.46M0.4%+1.0%0.000%
8/2/2021Advisor Group Holdings Inc.52,488$875K0.0%+26.6%0.000%
8/2/2021Pinnacle Wealth Planning Services Inc.28,000$468K0.1%+21.7%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, 30 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), Advisor Group Holdings Inc. ($1.09M), Wolverine Asset Management LLC ($1.09M), Private Wealth Strategies L.L.C. ($653K), Robinson Capital Management LLC ($449K), 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), Wolverine Asset Management LLC ($143.51K), Heron Bay Capital Management ($69.57K), SFI Advisors LLC ($51.22K), Robinson Capital Management LLC ($44.86K), 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 854,964 shares in the last 24 months. This purchase volume represents approximately $9.13M in transactions.

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

Of the 15 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. ($86.75K), 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), Pinnacle Wealth Planning Services Inc. ($12.50K), and Cooper Financial Group ($6.40K).

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

Institutional investors have sold a total of 215,133 shares in the last 24 months. This volume of shares sold represents approximately $2.17M in transactions.


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This page (NYSE:PFD) was last updated on 5/4/2024 by MarketBeat.com Staff

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