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Flaherty & Crumrine Preferred and Income Fund (PFO) Institutional Ownership

Flaherty & Crumrine Preferred and Income Fund logo
$9.33 +0.04 (+0.42%)
Closing price 08/7/2025 03:58 PM Eastern
Extended Trading
$9.33 +0.00 (+0.01%)
As of 08/7/2025 07:02 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 and Income Fund (NYSE:PFO)

Current
Institutional Ownership
Percentage
12.90%
Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$7.87M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.87M
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PFO Institutional Buying and Selling by Quarter

Flaherty & Crumrine Preferred and Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2025Summit X LLC57,112$528K0.1%-8.5%0.437%
8/4/2025 Wolverine Asset Management LLC39,431$365K0.0%N/A0.302%
8/1/2025 Envestnet Asset Management Inc.138,408$1.28M0.0%+4.6%1.058%
7/30/2025 Clifford Swan Investment Counsel LLC15,000$139K0.0%-49.2%0.115%
7/30/2025 D.A. Davidson & CO.77,228$714K0.0%+21.6%0.590%
7/21/2025 Ameritas Advisory Services LLC3,500$32K0.0%N/A0.027%
7/18/2025 Consolidated Portfolio Review Corp10,607$98K0.0%-79.3%0.081%
5/16/2025AQR Arbitrage LLC25,750$237K0.0%-37.7%0.197%
5/15/2025Baird Financial Group Inc.31,196$288K0.0%N/A0.239%
5/14/2025Thomas J. Herzfeld Advisors Inc.2,865$26K0.0%-92.8%0.022%
5/14/2025Napa Wealth Management55,586$513K0.3%-11.0%0.425%
5/13/2025Sit Investment Associates Inc.608,217$5.61M0.1%+12.1%4.651%
5/13/2025HighTower Advisors LLC15,778$145K0.0%-17.7%0.121%
5/12/2025Invesco Ltd.37,220$343K0.0%+195.7%0.285%
5/5/2025Private Advisor Group LLC188,163$1.74M0.0%-2.5%1.439%
5/2/2025Summit X LLC62,432$576K0.1%-11.1%0.477%
4/29/2025 Envestnet Asset Management Inc.132,350$1.22M0.0%+14.1%1.012%
4/28/2025 D.A. Davidson & CO.63,527$586K0.0%-3.1%0.486%
4/28/2025 Rossby Financial LCC3,129$28K0.0%N/A0.024%
4/23/2025 Consolidated Portfolio Review Corp51,272$473K0.1%-13.2%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.69,389$640K0.0%-9.8%0.000%
4/15/2025Noble Wealth Management PBC101,698$938K0.6%+21.4%0.000%
4/11/2025 Vanguard Capital Wealth Advisors14,000$129K0.2%N/A0.000%
2/17/2025Napa Wealth Management62,424$562K0.2%-35.7%0.000%
2/17/2025Ewing Morris & Co. Investment Partners Ltd.75,690$682K0.3%N/A0.000%
2/17/2025Citadel Advisors LLC10,715$97K0.0%N/A0.000%
2/17/2025Bank of America Corp DE21,790$196K0.0%+7.4%0.000%
2/14/2025AQR Arbitrage LLC41,344$373K0.0%-43.7%0.000%
2/13/2025NewEdge Advisors LLC28,372$256K0.0%-5.3%0.000%
2/13/2025Invesco Ltd.12,587$113K0.0%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.116,029$1.05M0.0%+205.5%0.000%
2/13/2025Sit Investment Associates Inc.542,802$4.89M0.1%+85.4%0.000%
2/13/2025Wells Fargo & Company MN33,668$303K0.0%+47.8%0.000%
2/12/2025Thomas J. Herzfeld Advisors Inc.39,919$360K0.1%+77.1%0.000%
2/11/2025LPL Financial LLC49,630$447K0.0%+29.9%0.000%
2/7/2025Summit X LLC70,257$633K0.1%-16.4%0.000%
2/7/2025HighTower Advisors LLC19,176$173K0.0%-8.9%0.000%
2/7/2025Independent Advisor Alliance45,150$407K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC83,760$755K0.5%N/A0.000%
2/3/2025Private Advisor Group LLC192,929$1.74M0.0%-4.3%0.000%
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1/31/2025 D.A. Davidson & CO.65,549$591K0.0%-2.8%0.000%
1/27/2025 Consolidated Portfolio Review Corp59,058$532K0.1%-32.9%0.000%
11/13/2024 D.A. Davidson & CO.67,434$635K0.0%-59.3%0.516%
11/9/2024Landscape Capital Management L.L.C.23,729$223K0.0%-37.7%0.181%
11/7/2024Napa Wealth Management97,047$913K0.4%+21.6%0.742%
11/4/2024 Jag Capital Management LLC12,700$120K0.0%N/A0.097%
10/25/2024 S.A. Mason LLC3,500$33K0.0%-50.0%0.027%
10/24/2024 Consolidated Portfolio Review Corp88,070$829K0.2%-14.3%0.673%
10/22/2024Private Advisor Group LLC201,582$1.90M0.0%-3.6%1.542%
10/16/2024 SPC Financial Inc.13,400$126K0.0%-25.1%0.102%
8/16/2024Northwestern Mutual Wealth Management Co.5,500$47K0.0%N/A0.042%
8/5/2024Private Advisor Group LLC209,185$1.77M0.0%+0.6%1.600%
8/2/2024 Wolverine Asset Management LLC93,874$795K0.0%-41.2%0.718%
8/1/2024 Consolidated Portfolio Review Corp102,726$870K0.2%-4.1%0.785%
7/30/2024 Matisse Capital177,623$1.50M0.7%+26.3%1.358%
7/24/2024 Catalina Capital Group LLC17,885$151K0.1%N/A0.137%
7/10/2024 Apella Capital LLC15,066$127K0.0%N/A0.115%
5/24/2024Cetera Advisors LLC22,124$187K0.0%N/A0.169%
5/1/2024 Matisse Capital140,611$1.19M0.6%+6.3%1.075%
4/30/2024Private Advisor Group LLC207,966$1.76M0.0%+1.9%1.590%
4/30/2024 Consolidated Portfolio Review Corp107,160$904K0.2%+5.9%0.819%
4/24/2024 Arlington Capital Management Inc.17,363$147K0.1%+11.8%0.133%
4/22/2024 PFG Investments LLC109,160$921K0.1%N/A0.835%
2/12/2024 ORBA Wealth Advisors L.L.C.14,000$111K0.1%N/A0.107%
2/12/2024RPO LLC12,287$98K0.1%N/A0.094%
2/9/2024 D.A. Davidson & CO.159,349$1.27M0.0%-7.5%1.219%
2/8/2024 Matisse Capital132,281$1.05M0.6%+658.1%1.011%
2/7/2024 Arlington Capital Management Inc.15,524$124K0.1%N/A0.119%
2/6/2024Private Advisor Group LLC204,176$1.63M0.0%+1.4%1.561%
2/1/2024 Wolverine Asset Management LLC130,757$1.04M0.0%+29.9%1.000%
1/29/2024 Consolidated Portfolio Review Corp101,163$805K0.2%+28.7%0.773%
1/24/2024 Sowell Financial Services LLC39,073$311K0.0%N/A0.299%
11/14/2023AQR Arbitrage LLC39,585$295K0.0%N/A0.303%
11/14/2023Saba Capital Management L.P.70,962$528K0.0%N/A0.543%
11/13/2023 Consolidated Portfolio Review Corp78,630$585K0.1%+65.9%0.601%
11/13/2023 Wolverine Asset Management LLC100,687$749K0.0%+282.6%0.770%
11/8/2023 D.A. Davidson & CO.172,335$1.28M0.0%-12.7%1.318%
11/3/2023Private Advisor Group LLC201,368$1.50M0.0%+2.1%1.540%
10/24/2023 Financial Management Network Inc.11,064$80K0.0%N/A0.085%
10/13/2023 Matisse Capital17,450$130K0.1%N/A0.133%
8/11/2023 D.A. Davidson & CO.197,481$1.58M0.0%+15.0%1.510%
8/10/2023Private Advisor Group LLC197,209$1.58M0.0%+1.6%1.508%
8/10/2023Cetera Investment Advisers20,784$166K0.0%-6.7%0.159%
8/10/2023Summit X LLC92,399$740K0.2%-4.0%0.707%
8/7/2023 Wolverine Asset Management LLC26,316$211K0.0%N/A0.201%
8/3/2023 SPC Financial Inc.18,600$149K0.0%-21.5%0.142%
7/26/2023 Resonant Capital Advisors LLC10,000$80K0.0%N/A0.076%
7/13/2023 Cambridge Investment Research Advisors Inc.83,471$669K0.0%+23.4%0.638%
5/10/2023Private Advisor Group LLC194,148$1.60M0.0%N/A1.484%
5/10/2023Summit X LLC96,274$794K0.2%+31.2%0.736%
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The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
5/9/2023 SPC Financial Inc.23,700$196K0.0%-12.9%0.181%
4/25/2023 D.A. Davidson & CO.171,725$1.42M0.0%+111.8%1.313%
4/19/2023 International Assets Investment Management LLC19,290$261K0.0%N/A0.147%
4/14/2023Raymond James & Associates18,313$151K0.0%-19.2%0.140%
2/8/2023 Belpointe Asset Management LLC6,500$56K0.0%N/A0.050%
2/7/2023 Commonwealth Equity Services LLC14,398$123K0.0%-27.6%0.110%
2/3/2023 D.A. Davidson & CO.81,060$697K0.0%+17.1%0.621%
2/1/2023 Wolverine Asset Management LLC14,178$122K0.0%N/A0.109%
2/1/2023 SPC Financial Inc.27,200$234K0.0%-20.5%0.208%
1/25/2023 Fifth Third Bancorp5,395$46K0.0%-36.5%0.041%
(Data available from 1/1/2016 forward)

PFO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFO shares?

During the previous two years, 43 institutional investors and hedge funds held shares of Flaherty & Crumrine Preferred and Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($5.61M), Private Advisor Group LLC ($1.74M), Matisse Capital ($1.50M), Envestnet Asset Management Inc. ($1.28M), Noble Wealth Management PBC ($938K), PFG Investments LLC ($921K), and D.A. Davidson & CO. ($714K).Learn more on Flaherty & Crumrine Preferred and Income Fund's institutional investors.

What percentage of Flaherty & Crumrine Preferred and Income Fund's stock is owned by institutional investors?

12.90% of Flaherty & Crumrine Preferred and Income Fund's stock is owned by institutional investors. Learn more on PFO's institutional investor holdings.

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

Of the 34 institutional investors that purchased Flaherty & Crumrine Preferred and Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($315.44K), Matisse Capital ($177.62K), Wolverine Asset Management LLC ($143.87K), PFG Investments LLC ($109.16K), Noble Wealth Management PBC ($101.70K), Envestnet Asset Management Inc. ($100.42K), and Ewing Morris & Co. Investment Partners Ltd. ($75.69K).

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

Institutional investors have bought a total of 867,945 shares in the last 24 months. This purchase volume represents approximately $7.87M in transactions.

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

Of the 14 institutional investors that sold Flaherty & Crumrine Preferred and Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: D.A. Davidson & CO. ($102.12K), Consolidated Portfolio Review Corp ($92.12K), AQR Arbitrage LLC ($47.63K), Napa Wealth Management ($41.46K), Thomas J. Herzfeld Advisors Inc. ($37.05K), Summit X LLC ($26.93K), and Private Advisor Group LLC ($21.02K).

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

Institutional investors have sold a total of 419,619 shares in the last 24 months. This volume of shares sold represents approximately $3.87M in transactions.


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This page (NYSE:PFO) was last updated on 8/8/2025 by MarketBeat.com Staff
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