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 2023
Institutional positions in Flaherty & Crumrine Preferred & Income Fund Inc as of Jun 30, 2023. 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
- 33
- −6 vs. Q1 2023
- Shares held
- 1.51M
- +27.4K (+1.8%) vs. Q1 2023
- Total value
- $14.9M
- −$834.5K (−5.3%) vs. Q1 2023
- New holders
- 1
- 12 more added
- Sold out
- 7
- 9 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Preferred & Income Fund Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 255,513 | $2.52M | 0.00% | +24,216+10.5% | Added |
| Morgan Stanley | 229,798 | $2.27M | 0.00% | −1,687−0.7% | Reduced |
| UBS Group AG | 136,413 | $1.35M | 0.00% | +29,048+27.1% | Added |
| Invesco Ltd. | 134,420 | $1.33M | 0.00% | +21,950+19.5% | Added |
| Advisor Group Holdings, Inc. | 99,132 | $977.4K | 0.00% | −3,657−3.6% | Reduced |
| Centaurus Financial, Inc. | 97,659 | $963.0K | 0.08% | −2,410−2.4% | Reduced |
| Private Wealth Strategies, L.L.C. | 64,171 | $632.7K | 0.15% | +464+0.7% | Added |
| Royal Bank of Canada | 54,716 | $539.0K | 0.00% | −3,350−5.8% | Reduced |
| Baird Financial Group, Inc. | 46,356 | $457.1K | 0.00% | −225−0.5% | Reduced |
| SFI Advisors, LLC | 45,359 | $447.2K | 0.42% | +7,519+19.9% | Added |
| LPL Financial LLC | 44,831 | $442.0K | 0.00% | +1,057+2.4% | Added |
| Wolverine Asset Management LLC | 44,537 | $439.1K | 0.01% | +44,537 | New |
| Heron Bay Capital Management | 41,405 | $408.3K | 0.11% | −28,165−40.5% | Reduced |
| GWM Advisors LLC | 29,224 | $288.1K | 0.00% | +4,115+16.4% | Added |
| D.A. Davidson & Co. | 27,851 | $274.6K | 0.00% | −10,678−27.7% | Reduced |
| Wells Fargo & Company | 25,115 | $247.6K | 0.00% | +8,675+52.8% | Added |
| Wedbush Securities Inc | 20,515 | $202.0K | 0.01% | −1,004−4.7% | Reduced |
| Cooper Financial Group | 20,102 | $198.2K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 17,586 | $173.0K | 0.00% | −303−1.7% | Reduced |
| Raymond James & Associates | 16,479 | $162.5K | 0.00% | +1,060+6.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 15,500 | $152.8K | 0.02% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 15,425 | $152.1K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 9,350 | $92.0K | 0.08% | +158+1.7% | Added |
| Bank of America Corp | 8,775 | $86.5K | 0.00% | +2,456+38.9% | Added |
| Sit Investment Associates Inc | 7,622 | $75.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,407 | $23.7K | 0.00% | +42+1.8% | Added |
| GPS Wealth Strategies Group, LLC | 1,250 | $12.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 996 | $9.82K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 360 | $3.55K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $2.96K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 291 | $2.87K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $1.97K | 0.00% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 0 | $0 | 0.00% | −14,351−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −13,599−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,646−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,361−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,042−100.0% | Sold out |
| Pathway Financial Advisers, LLC | – | – | – | – | Not filed |