Flaherty & Crumrine Preferred & Income Fund Inc
PFD- Exchange
- NYSE
- SEC CIK
- 0000868578
No open-market purchases or sales by Flaherty & Crumrine Preferred & Income Fund Inc insiders were filed in the last 90 days; 51 institutions reported holding it in 13F filings for Q2 2026, worth $46.5M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Flaherty & Crumrine Preferred & Income Fund Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 44
- +3 vs. Q1 2021
- Shares held
- 1.16M
- −6.43K (−0.6%) vs. Q1 2021
- Total value
- $19.3M
- −$1.30M (−6.3%) vs. Q1 2021
- New holders
- 7
- 14 more added
- Sold out
- 4
- 7 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PFD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 51 | $46.5M |
| Q1 2026 | 50 | $42.5M |
| Q4 2025 | 49 | $44.3M |
| Q3 2025 | 52 | $42.3M |
| Q2 2025 | 47 | $34.6M |
| Q1 2025 | 48 | $31.7M |
| Q4 2024 | 48 | $31.0M |
| Q3 2024 | 45 | $30.0M |
| Q2 2024 | 46 | $24.7M |
| Q1 2024 | 43 | $26.9M |
| Q4 2023 | 43 | $18.8M |
| Q3 2023 | 41 | $14.3M |
| Q2 2023 | 33 | $14.9M |
| Q1 2023 | 40 | $15.8M |
| Q4 2022 | 41 | $15.1M |
| Q3 2022 | 37 | $13.0M |
| Q2 2022 | 37 | $13.0M |
| Q1 2022 | 44 | $15.0M |
| Q4 2021 | 44 | $16.3M |
| Q3 2021 | 42 | $13.9M |
| Q2 2021 | 44 | $19.3M |
| Q1 2021 | 42 | $20.8M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Preferred & Income Fund Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 286,835 | $4.79M | 0.00% | −71,376−19.9% | Reduced |
| Morgan Stanley | 167,592 | $2.80M | 0.00% | +2,664+1.6% | Added |
| Private Wealth Strategies, L.L.C. | 87,250 | $1.46M | 0.38% | +826+1.0% | Added |
| UBS Group AG | 80,212 | $1.34M | 0.00% | −529−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 52,488 | $875.0K | 0.00% | +11,027+26.6% | Added |
| Wells Fargo & Company | 50,017 | $835.0K | 0.00% | −938−1.8% | Reduced |
| Royal Bank of Canada | 46,689 | $780.0K | 0.00% | +1,579+3.5% | Added |
| LPL Financial LLC | 40,782 | $681.0K | 0.00% | −515−1.2% | Reduced |
| Cadent Capital Advisors, LLC | 33,020 | $551.0K | 0.23% | −6,557−16.6% | Reduced |
| Change Path, LLC | 32,450 | $542.0K | 0.03% | +13,950+75.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 28,000 | $468.0K | 0.11% | +5,000+21.7% | Added |
| D.A. Davidson & Co. | 26,000 | $434.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 22,421 | $374.0K | 0.00% | +4,315+23.8% | Added |
| Wedbush Securities Inc | 21,211 | $354.0K | 0.02% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 17,350 | $290.0K | 0.02% | +17,350 | New |
| Cetera Investment Advisers | 15,376 | $257.0K | 0.00% | +1,705+12.5% | Added |
| Covington Capital Management | 14,900 | $249.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 14,624 | $244.0K | 0.00% | +14,624 | New |
| Signature Wealth Management Partners, LLC | 14,351 | $240.0K | 0.22% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 12,842 | $214.0K | 0.00% | +12,842 | New |
| Cambridge Investment Research Advisors, Inc. | 12,724 | $212.0K | 0.00% | −975−7.1% | Reduced |
| Raymond James & Associates | 12,146 | $203.0K | 0.00% | +1,720+16.5% | Added |
| Private Advisor Group, LLC | 10,009 | $167.0K | 0.00% | −2,823−22.0% | Reduced |
| McClarren Financial Advisors, Inc. | 8,167 | $136.0K | 0.11% | +123+1.5% | Added |
| Bessemer Group Inc | 7,000 | $117.0K | 0.00% | +7,000 | New |
| Newbridge Financial Services Group, Inc. | 6,555 | $109.0K | 0.07% | +625+10.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 6,236 | $104.0K | 0.07% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,904 | $65.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,607 | $43.5K | 0.00% | +1,080+70.7% | Added |
| AdvisorNet Financial, Inc | 2,500 | $42.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,500 | $41.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,482 | $41.0K | 0.00% | +2,482 | New |
| Northwestern Mutual Wealth Management Co | 2,120 | $35.0K | 0.00% | +15+0.7% | Added |
| Global Retirement Partners, LLC | 1,875 | $31.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,750 | $29.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,706 | $28.0K | 0.00% | +437+34.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,500 | $25.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,290 | $22.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 996 | $17.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 921 | $15.0K | 0.01% | +921 | New |
| Citigroup Inc | 675 | $11.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 685 | $11.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 200 | $3.00K | 0.00% | +200 | New |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −13,159−100.0% | Sold out |
| Valley Brook Capital Group | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −4,693−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Quaker Wealth Management, LLC | – | – | – | – | Not filed |