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Flaherty & Crumrine Preferred Income Fund (PFD) Institutional Ownership

Flaherty & Crumrine Preferred Income Fund logo
$11.84 -0.02 (-0.13%)
Closing price 10/10/2025 03:57 PM Eastern
Extended Trading
$11.84 0.00 (0.00%)
As of 10/10/2025 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.
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Institutional Ownership Changes (13F Filings) for Flaherty & Crumrine Preferred Income Fund (NYSE:PFD)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$11.45M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.65M
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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
9/4/2025Osaic Holdings Inc.89,755$1.02M0.0%+7.4%0.000%
8/15/2025Bank of America Corp DE154,578$1.75M0.0%+9.2%0.000%
8/15/2025AQR Arbitrage LLC91,021$1.03M0.0%-8.5%0.000%
8/14/2025Raymond James Financial Inc.177,337$2.01M0.0%+3.8%0.000%
8/14/2025Cary Street Partners Financial LLC44,835$507K0.0%+3.1%0.000%
8/13/2025Lido Advisors LLC65,811$744K0.0%+1.7%0.000%
8/12/2025CreativeOne Wealth LLC10,200$115K0.0%N/A0.000%
8/6/2025Wedbush Securities Inc.18,500$209K0.0%-9.8%0.000%
8/4/2025Bridgewealth Advisory Group LLC27,733$314K0.1%N/A0.000%
8/4/2025Wolverine Asset Management LLC55,383$626K0.0%+197.2%0.000%
7/31/2025Whipplewood Advisors LLC3,820$43K0.0%N/A0.000%
7/25/2025 Pathway Financial Advisors LLC48,196$545K0.1%+63.7%0.000%
7/24/2025IFP Advisors Inc11,284$128K0.0%-15.9%0.000%
7/22/2025Signature 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%
5/12/2025Wolverine Asset Management LLC18,635$209K0.0%N/A0.000%
5/9/2025Cary Street Partners Financial LLC43,500$488K0.0%+10.1%0.000%
5/6/2025Arlington Capital Management Inc.13,409$150K0.1%N/A0.000%
5/5/2025IFP Advisors Inc13,423$151K0.0%-28.3%0.000%
4/17/2025Sound Income Strategies LLC6,472$73K0.0%N/A0.000%
4/16/2025Pathway 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%
2/14/2025Bridgewealth 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%
2/10/2025Commonwealth 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%
1/29/2025McClarren Financial Advisors Inc.3,510$39K0.1%N/A0.000%
1/24/2025Matisse Capital134,805$1.52M0.8%-3.8%0.000%
1/16/2025UMB 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%
10/24/2024Ellis Investment Partners LLC10,442$125K0.0%N/A0.000%
10/9/2024LongView Wealth Management22,780$272K0.1%-10.4%0.000%
10/8/2024Pathway Financial Advisors LLC16,920$202K0.1%-28.7%0.000%
9/23/2024Centaurus Financial Inc.13,043$136K0.0%-15.0%0.000%
8/7/2024Wedbush Securities Inc.15,449$161K0.0%-9.3%0.000%
8/7/2024Ashton Thomas Private Wealth LLC3,359$35K0.0%N/A0.000%
8/2/2024First National Trust Co10,542$110K0.0%N/A0.000%
8/2/2024Wolverine 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%
7/30/2024Arrow Financial Corp3,867$40K0.0%N/A0.000%
7/24/2024Pathway Financial Advisors LLC23,743$248K0.1%N/A0.000%
7/22/2024LongView 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%
5/1/2024Matisse 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%
4/16/2024LongView 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%
2/8/2024Matisse 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%
1/16/2024Raymond 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%
1/16/2024Cooper 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%
7/25/2023Raymond 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%
5/11/2023Cooper 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%
4/14/2023Raymond 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%
(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, 48 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. ($2.01M), Bank of America Corp DE ($1.75M), Matisse Capital ($1.52M), Wells Fargo & Company MN ($1.43M), and Royal Bank of Canada ($1.04M).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 37 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. ($368.92K), 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 ($71.90K).

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

Institutional investors have bought a total of 1,017,427 shares in the last 24 months. This purchase volume represents approximately $11.45M in transactions.

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

Of the 11 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 ($43.26K), 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), Wells Fargo & Company MN ($5.41K), and Matisse Capital ($5.30K).

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

Institutional investors have sold a total of 144,489 shares in the last 24 months. This volume of shares sold represents approximately $1.65M in transactions.


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This page (NYSE:PFD) was last updated on 10/12/2025 by MarketBeat.com Staff
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