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Flaherty & Crumrine Preferred Income Fund (PFD) Institutional Ownership

Flaherty & Crumrine Preferred Income Fund logo
$11.34 -0.09 (-0.79%)
Closing price 03:58 PM Eastern
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$11.34 0.00 (0.00%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Flaherty & Crumrine Preferred Income Fund (NYSE:PFD)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$15.49M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.61M
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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
8/6/2026Maridea Wealth Management LLC23,667$385K0.0%N/A0.000%
7/7/2026 Pathway 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%
5/4/2026 Calamos Advisors LLC38,383$429K0.0%-44.5%0.000%
5/1/2026 Fifth Third Bancorp8,806$98K0.0%N/A0.000%
4/30/2026 Kestra 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%
2/19/2026 Smith 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%
2/9/2026 Cary Street Partners Financial LLC23,135$275K0.0%+58.1%0.000%
2/4/2026 Bridgewealth Advisory Group LLC25,590$304K0.1%-7.7%0.000%
2/3/2026 MGO One Seven LLC163,636$1.94M0.0%-2.8%0.000%
1/29/2026 Calamos Advisors LLC69,159$821K0.0%+32.1%0.000%
1/13/2026Capital Investment Advisors LLC12,592$149K0.0%N/A0.000%
12/2/2025 IFP 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%
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%
11/10/2025 Cary Street Partners Financial LLC14,635$176K0.0%-67.4%0.000%
11/7/2025Fiera Capital Corp99,494$1.20M0.0%N/A0.000%
11/3/2025 Smith Asset Management Co. LLC106,993$1.21M1.0%+40.5%0.000%
10/29/2025 Wealth Enhancement Advisory Services LLC11,060$131K0.0%-8.5%0.000%
10/24/2025 MGO One Seven LLC168,292$2.02M0.0%N/A0.000%
10/20/2025 Calamos Advisors LLC52,338$629K0.0%N/A0.000%
10/14/2025 Farther Finance Advisors LLC3,900$47K0.0%N/A0.000%
10/14/2025 LongView Wealth Management20,450$246K0.1%-10.2%0.000%
9/4/2025Osaic Holdings Inc.89,755$1.02M0.0%+7.4%0.000%
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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%
8/14/2025 Cary 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%
8/6/2025 Wedbush Securities Inc.18,500$209K0.0%-9.8%0.000%
8/4/2025 Bridgewealth Advisory Group LLC27,733$314K0.1%N/A0.000%
8/4/2025Wolverine 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%
5/12/2025Wolverine 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%
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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%


PFD Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of Flaherty & Crumrine Preferred Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($13.96M), CIBC Bancorp USA Inc. ($5.31M), Fiera Capital Corp ($2.14M), MGO One Seven LLC ($1.94M), Bank of America Corp DE ($1.76M), Matisse Capital ($1.52M), and UBS Group AG ($1.47M).Learn more on Flaherty & Crumrine Preferred Income Fund's institutional investors.

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: CIBC Bancorp USA Inc. ($441.36K), Raymond James Financial Inc. ($368.92K), Sit Investment Associates Inc. ($286.86K), Fiera Capital Corp ($179.84K), MGO One Seven LLC ($168.29K), Smith Asset Management Co. LLC ($105.75K), and UMB Bank n.a. ($86.37K).

Institutional investors have bought a total of 1,297,549 shares in the last 24 months. This purchase volume represents approximately $15.49M in transactions.

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: Raymond James Financial Inc. ($141.01K), AQR Arbitrage LLC ($63.86K), Calamos Advisors LLC ($30.78K), Cary Street Partners Financial LLC ($30.20K), Royal Bank of Canada ($12.30K), UBS Group AG ($9.29K), and MGO One Seven LLC ($4.66K).

Institutional investors have sold a total of 304,330 shares in the last 24 months. This volume of shares sold represents approximately $3.61M in transactions.


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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 8/6/2026. New 13F filings are added each quarter as they're published.
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