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, Q3 2022
Institutional positions in Flaherty & Crumrine Preferred & Income Fund Inc as of Sep 30, 2022. 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
- 37
- 0 vs. Q2 2022
- Shares held
- 1.23M
- +191.0K (+18.4%) vs. Q2 2022
- Total value
- $13.0M
- +$38.8K (+0.3%) vs. Q2 2022
- New holders
- 4
- 17 more added
- Sold out
- 4
- 5 more reduced
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Preferred & Income Fund Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 232,438 | $2.47M | 0.00% | +8,051+3.6% | Added |
| Invesco Ltd. | 121,679 | $1.29M | 0.00% | +29,117+31.5% | Added |
| Advisor Group Holdings, Inc. | 102,831 | $1.09M | 0.00% | +40,997+66.3% | Added |
| UBS Group AG | 101,963 | $1.08M | 0.00% | +14,134+16.1% | Added |
| Centaurus Financial, Inc. | 97,295 | $1.03M | 0.10% | +9,359+10.6% | Added |
| Private Wealth Strategies, L.L.C. | 61,667 | $654.0K | 0.19% | +1,128+1.9% | Added |
| Wells Fargo & Company | 61,135 | $648.0K | 0.00% | +49,225+413.3% | Added |
| Royal Bank of Canada | 60,580 | $643.0K | 0.00% | +8,431+16.2% | Added |
| SFI Advisors, LLC | 40,921 | $434.0K | 0.50% | +722+1.8% | Added |
| D.A. Davidson & Co. | 38,699 | $411.0K | 0.01% | +5,342+16.0% | Added |
| LPL Financial LLC | 38,058 | $404.0K | 0.00% | +1,512+4.1% | Added |
| Bank of America Corp | 37,379 | $397.0K | 0.00% | +11,277+43.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 28,000 | $297.0K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 22,475 | $238.0K | 0.01% | +3,207+16.6% | Added |
| Commonwealth Equity Services, LLC | 21,250 | $225.0K | 0.00% | +829+4.1% | Added |
| Raymond James & Associates | 17,960 | $191.0K | 0.00% | −1,969−9.9% | Reduced |
| GWM Advisors LLC | 16,580 | $176.0K | 0.00% | +2,330+16.4% | Added |
| Covington Capital Management | 14,900 | $158.0K | 0.01% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 14,351 | $152.0K | 0.17% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 14,250 | $151.0K | 0.00% | −228−1.6% | Reduced |
| Cetera Advisor Networks LLC | 13,774 | $146.0K | 0.00% | +14+0.1% | Added |
| Susquehanna International Group, LLP | 11,390 | $121.0K | 0.00% | +11,390 | New |
| Cetera Investment Advisers | 10,211 | $108.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 10,082 | $107.0K | 0.00% | +10,082 | New |
| Western Wealth Management, LLC | 10,000 | $105.0K | 0.01% | −2,880−22.4% | Reduced |
| McClarren Financial Advisors, Inc. | 8,898 | $94.0K | 0.09% | +8,898 | New |
| American Portfolios Advisors | 5,251 | $55.7K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,990 | $42.0K | 0.00% | +3,990 | New |
| Rockefeller Capital Management L.P. | 3,000 | $31.0K | 0.00% | −856−22.2% | Reduced |
| Umb Bank N A | 2,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,290 | $14.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,110 | $12.0K | 0.00% | +20+1.8% | Added |
| Wolff Wiese Magana LLC | 996 | $11.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 360 | $3.00K | 0.00% | −325−47.4% | Reduced |
| US Bancorp | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −10,957−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −10,703−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |