Free Trial
→ Do NOT Buy SpaceX – Do This Instead (From Stansberry Research) (Ad)tc pixel Free PFD Stock Alerts

Flaherty & Crumrine Preferred Income Fund (PFD) Institutional Ownership

Flaherty & Crumrine Preferred Income Fund logo
$10.56 +0.04 (+0.33%)
Closing price 10/6/2026 03:57 PM Eastern
Extended Trading
$10.59 +0.03 (+0.24%)
As of 10/6/2026 07:30 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 Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$40.98M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.87M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/1/2026 Noble Wealth Management PBC9,430$102K0.0%+31.8%0.000%
9/2/20261607 Capital Partners LLC49,004$570K0.0%-38.3%0.000%
9/2/2026Citadel Advisors LLC16,705$194K0.0%N/A0.000%
8/18/2026Beacon Pointe Advisors LLC10,165$165K0.0%N/A0.000%
8/18/2026Beacon Pointe Advisors LLC17,297$201K0.0%N/A0.000%
8/18/202649 Wealth Management LLC11,532$188K0.0%N/A0.000%
8/17/2026Bank of America Corp DE172,544$1.97M0.0%N/A0.000%
8/17/2026Bank of America Corp DE365,523$5.95M0.0%N/A0.000%
8/14/2026Fiduciary Financial Advisors62,282$720K0.1%N/A0.000%
8/12/2026Northwestern Mutual Wealth Management Co.2,638$43K0.0%N/A0.000%
8/12/2026Bard Associates Inc.1,227,796$19.99M4.4%N/A0.000%
8/11/2026Allworth Financial LP3,943$40K0.0%N/A0.000%
8/10/2026Csenge Advisory Group322,022$5.24M0.2%N/A0.000%
8/8/2026Tiemann Investment Advisors LLC15,388$251K0.1%N/A0.000%
8/7/2026BlackRock Inc.11,533$134K0.0%N/A0.000%
8/6/2026Maridea Wealth Management LLC23,667$385K0.0%N/A0.000%
7/7/2026Pathway Financial Advisors LLC46,996$544K0.1%-2.5%0.000%
5/19/2026Western Wealth Management LLC2,850$32K0.0%N/A0.000%
5/19/2026Bank of America Corp DE157,651$1.76M0.0%-2.2%0.000%
5/18/2026Royal Bank of Canada49,217$550K0.0%-16.5%0.000%
5/4/2026Calamos Advisors LLC38,383$429K0.0%-44.5%0.000%
5/1/2026Fifth Third Bancorp8,806$98K0.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC11,453$128K0.0%N/A0.000%
2/25/2026Sit Investment Associates Inc.1,176,356$13.96M0.3%+8.5%0.000%
2/19/2026Smith Asset Management Co. LLC105,918$1.18M1.0%-1.0%0.000%
2/18/20261607 Capital Partners LLC56,600$672K0.0%+56.4%0.000%
2/17/2026AQR Arbitrage LLC35,599$423K0.0%-41.3%0.000%
2/17/2026Royal Bank of Canada58,912$699K0.0%-4.2%0.000%
2/13/2026Wells Fargo & Company MN85,730$1.02M0.0%+12.9%0.000%
2/12/2026Sit Investment Associates Inc.1,176,356$13.96M0.3%+8.5%0.000%
2/11/2026LPL Financial LLC89,580$1.06M0.0%+32.9%0.000%
2/11/2026Fiera Capital Corp179,838$2.14M0.0%+80.8%0.000%
2/9/2026Cary Street Partners Financial LLC23,135$275K0.0%+58.1%0.000%
2/4/2026Bridgewealth Advisory Group LLC25,590$304K0.1%-7.7%0.000%
2/3/2026MGO One Seven LLC163,636$1.94M0.0%-2.8%0.000%
1/29/2026Calamos Advisors LLC69,159$821K0.0%+32.1%0.000%
1/13/2026Capital Investment Advisors LLC12,592$149K0.0%N/A0.000%
12/2/2025IFP Advisors Inc10,435$125K0.0%-7.5%0.000%
11/21/2025CIBC Bancorp USA Inc.441,364$5.31M0.0%N/A0.000%
11/17/2025Lido Advisors LLC66,880$804K0.0%+1.6%0.000%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
11/17/2025Bank of America Corp DE163,028$1.96M0.0%+5.5%0.000%
11/17/20251607 Capital Partners LLC36,200$435K0.0%N/A0.000%
11/14/2025AQR Arbitrage LLC60,680$729K0.0%-33.3%0.000%
11/14/2025Raymond James Financial Inc.36,329$437K0.0%-79.5%0.000%
11/13/2025UBS Group AG121,919$1.47M0.0%-7.1%0.000%
11/13/2025CreativeOne Wealth LLC26,000$313K0.0%+154.9%0.000%
11/10/2025Cary Street Partners Financial LLC14,635$176K0.0%-67.4%0.000%
11/7/2025Fiera Capital Corp99,494$1.20M0.0%N/A0.000%
11/3/2025Smith Asset Management Co. LLC106,993$1.21M1.0%+40.5%0.000%
10/29/2025Wealth Enhancement Advisory Services LLC11,060$131K0.0%-8.5%0.000%
10/24/2025MGO One Seven LLC168,292$2.02M0.0%N/A0.000%
10/20/2025Calamos Advisors LLC52,338$629K0.0%N/A0.000%
10/14/2025Farther Finance Advisors LLC3,900$47K0.0%N/A0.000%
10/14/2025LongView Wealth Management20,450$246K0.1%-10.2%0.000%
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%
7/25/2025Pathway 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%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

Send me my free guide
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%


PFD Institutional Ownership - Frequently Asked Questions

During the previous two years, 57 institutional investors and hedge funds held shares of Flaherty & Crumrine Preferred Income Fund. The most heavily invested institutionals were Bard Associates Inc. ($19.99M), Sit Investment Associates Inc. ($13.96M), Bank of America Corp DE ($5.95M), CIBC Bancorp USA Inc. ($5.31M), Csenge Advisory Group ($5.24M), Fiera Capital Corp ($2.14M), and MGO One Seven LLC ($1.94M).Learn more on Flaherty & Crumrine Preferred Income Fund's institutional investors.

Of the 46 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: Bard Associates Inc. ($1.23M), Bank of America Corp DE ($559.55K), CIBC Bancorp USA Inc. ($441.36K), Raymond James Financial Inc. ($368.92K), Csenge Advisory Group ($322.02K), Sit Investment Associates Inc. ($286.86K), and Fiera Capital Corp ($179.84K).

Institutional investors have bought a total of 3,500,749 shares in the last 24 months. This purchase volume represents approximately $40.98M in transactions.

Of the 15 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: Raymond James Financial Inc. ($141.01K), AQR Arbitrage LLC ($55.42K), Calamos Advisors LLC ($30.78K), 1607 Capital Partners LLC ($30.39K), Cary Street Partners Financial LLC ($30.20K), Royal Bank of Canada ($12.30K), and UBS Group AG ($9.29K).

Institutional investors have sold a total of 326,288 shares in the last 24 months. This volume of shares sold represents approximately $3.87M in transactions.


Related Companies

Institutional ownership data for NYSE:PFD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/1/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel