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 $46.3M 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 | $46.3M |
| Q1 2026 | 50 | $42.5M |
| Q4 2025 | 49 | $44.3M |
| Q3 2025 | 52 | $42.3M |
| Q2 2025 | 47 | $33.8M |
| Q1 2025 | 48 | $31.7M |
| Q4 2024 | 48 | $31.0M |
| Q3 2024 | 45 | $30.0M |
| Q2 2024 | 46 | $24.7M |
| Q1 2024 | 43 | $22.2M |
| Q4 2023 | 43 | $16.7M |
| 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 |
|---|---|---|---|---|---|
| Better Money Decisions, LLC | 200 | $3.00K | 0.00% | +200 | New |
| US Bancorp | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 675 | $11.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 685 | $11.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 921 | $15.0K | 0.01% | +921 | New |
| Wolff Wiese Magana LLC | 996 | $17.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,290 | $22.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,500 | $25.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,706 | $28.0K | 0.00% | +437+34.4% | Added |
| Pacitti Group Inc. | 1,750 | $29.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,875 | $31.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,120 | $35.0K | 0.00% | +15+0.7% | Added |
| 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 |
| AdvisorNet Financial, Inc | 2,500 | $42.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,607 | $43.5K | 0.00% | +1,080+70.7% | Added |
| Boston Private Wealth LLC | 3,904 | $65.0K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 6,236 | $104.0K | 0.07% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,555 | $109.0K | 0.07% | +625+10.5% | Added |
| Bessemer Group Inc | 7,000 | $117.0K | 0.00% | +7,000 | New |
| McClarren Financial Advisors, Inc. | 8,167 | $136.0K | 0.11% | +123+1.5% | Added |
| Private Advisor Group, LLC | 10,009 | $167.0K | 0.00% | −2,823−22.0% | Reduced |
| Raymond James & Associates | 12,146 | $203.0K | 0.00% | +1,720+16.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,724 | $212.0K | 0.00% | −975−7.1% | Reduced |
| Cetera Advisor Networks LLC | 12,842 | $214.0K | 0.00% | +12,842 | New |
| Signature Wealth Management Partners, LLC | 14,351 | $240.0K | 0.22% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 14,624 | $244.0K | 0.00% | +14,624 | New |
| Covington Capital Management | 14,900 | $249.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,376 | $257.0K | 0.00% | +1,705+12.5% | Added |
| Mid Atlantic Financial Management Inc | 17,350 | $290.0K | 0.02% | +17,350 | New |
| Wedbush Securities Inc | 21,211 | $354.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 22,421 | $374.0K | 0.00% | +4,315+23.8% | Added |
| D.A. Davidson & Co. | 26,000 | $434.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 28,000 | $468.0K | 0.11% | +5,000+21.7% | Added |
| Change Path, LLC | 32,450 | $542.0K | 0.03% | +13,950+75.4% | Added |
| Cadent Capital Advisors, LLC | 33,020 | $551.0K | 0.23% | −6,557−16.6% | Reduced |
| LPL Financial LLC | 40,782 | $681.0K | 0.00% | −515−1.2% | Reduced |
| Royal Bank of Canada | 46,689 | $780.0K | 0.00% | +1,579+3.5% | Added |
| Wells Fargo & Company | 50,017 | $835.0K | 0.00% | −938−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 52,488 | $875.0K | 0.00% | +11,027+26.6% | Added |
| UBS Group AG | 80,212 | $1.34M | 0.00% | −529−0.7% | Reduced |
| Private Wealth Strategies, L.L.C. | 87,250 | $1.46M | 0.38% | +826+1.0% | Added |
| Morgan Stanley | 167,592 | $2.80M | 0.00% | +2,664+1.6% | Added |
| Bank of America Corp | 286,835 | $4.79M | 0.00% | −71,376−19.9% | Reduced |
| 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 |