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 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 | $46.3M |
| 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 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 |
|---|---|---|---|---|---|
| Cape Investment Advisory, Inc. | 200 | $1.97K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 291 | $2.87K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $2.96K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 360 | $3.55K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 996 | $9.82K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,250 | $12.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,407 | $23.7K | 0.00% | +42+1.8% | Added |
| Sit Investment Associates Inc | 7,622 | $75.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 8,775 | $86.5K | 0.00% | +2,456+38.9% | Added |
| McClarren Financial Advisors, Inc. | 9,350 | $92.0K | 0.08% | +158+1.7% | Added |
| Poplar Forest Capital LLC | 15,425 | $152.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 15,500 | $152.8K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 16,479 | $162.5K | 0.00% | +1,060+6.9% | Added |
| Commonwealth Equity Services, LLC | 17,586 | $173.0K | 0.00% | −303−1.7% | Reduced |
| Cooper Financial Group | 20,102 | $198.2K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 20,515 | $202.0K | 0.01% | −1,004−4.7% | Reduced |
| Wells Fargo & Company | 25,115 | $247.6K | 0.00% | +8,675+52.8% | Added |
| D.A. Davidson & Co. | 27,851 | $274.6K | 0.00% | −10,678−27.7% | Reduced |
| GWM Advisors LLC | 29,224 | $288.1K | 0.00% | +4,115+16.4% | Added |
| Heron Bay Capital Management | 41,405 | $408.3K | 0.11% | −28,165−40.5% | Reduced |
| Wolverine Asset Management LLC | 44,537 | $439.1K | 0.01% | +44,537 | New |
| LPL Financial LLC | 44,831 | $442.0K | 0.00% | +1,057+2.4% | Added |
| SFI Advisors, LLC | 45,359 | $447.2K | 0.42% | +7,519+19.9% | Added |
| Baird Financial Group, Inc. | 46,356 | $457.1K | 0.00% | −225−0.5% | Reduced |
| Royal Bank of Canada | 54,716 | $539.0K | 0.00% | −3,350−5.8% | Reduced |
| Private Wealth Strategies, L.L.C. | 64,171 | $632.7K | 0.15% | +464+0.7% | Added |
| Centaurus Financial, Inc. | 97,659 | $963.0K | 0.08% | −2,410−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 99,132 | $977.4K | 0.00% | −3,657−3.6% | Reduced |
| Invesco Ltd. | 134,420 | $1.33M | 0.00% | +21,950+19.5% | Added |
| UBS Group AG | 136,413 | $1.35M | 0.00% | +29,048+27.1% | Added |
| Morgan Stanley | 229,798 | $2.27M | 0.00% | −1,687−0.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 255,513 | $2.52M | 0.00% | +24,216+10.5% | Added |
| 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 |