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, Q4 2023
Institutional positions in Flaherty & Crumrine Preferred & Income Fund Inc as of Dec 31, 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
- 43
- +2 vs. Q3 2023
- Shares held
- 1.69M
- +122.7K (+7.8%) vs. Q3 2023
- Total value
- $16.7M
- +$2.41M (+16.8%) vs. Q3 2023
- New holders
- 9
- 12 more added
- Sold out
- 7
- 13 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Preferred & Income Fund Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 243,917 | $2.41M | 0.00% | −11,688−4.6% | Reduced |
| Morgan Stanley | 203,197 | $2.01M | 0.00% | −20,003−9.0% | Reduced |
| UBS Group AG | 145,753 | $1.44M | 0.00% | −32,296−18.1% | Reduced |
| Bank of America Corp | 142,957 | $1.41M | 0.00% | +133,664+1,438.3% | Added |
| Wolverine Asset Management LLC | 110,200 | $1.09M | 0.02% | −3,850−3.4% | Reduced |
| CNH Partners LLC | 98,228 | $970.5K | 0.04% | +54,057+122.4% | Added |
| Advisor Group Holdings, Inc. | 92,051 | $909.5K | 0.00% | −10,661−10.4% | Reduced |
| Sit Investment Associates Inc | 84,189 | $832.0K | 0.02% | +76,567+1,004.6% | Added |
| Private Wealth Strategies, L.L.C. | 66,067 | $652.7K | 0.14% | +1,161+1.8% | Added |
| Royal Bank of Canada | 59,665 | $589.0K | 0.00% | +4,411+8.0% | Added |
| Landscape Capital Management, L.L.C. | 46,153 | $456.0K | 0.04% | +46,153 | New |
| Robinson Capital Management, LLC | 44,858 | $448.6K | 0.16% | +4,947+12.4% | Added |
| LPL Financial LLC | 39,437 | $389.6K | 0.00% | −4,042−9.3% | Reduced |
| LongView Wealth Management | 29,397 | $297.2K | 0.13% | +29,397 | New |
| SFI Advisors, LLC | 29,995 | $296.4K | 0.25% | −18,864−38.6% | Reduced |
| Wells Fargo & Company | 23,940 | $236.5K | 0.00% | −1,741−6.8% | Reduced |
| Raymond James & Associates | 22,307 | $220.4K | 0.00% | +5,500+32.7% | Added |
| D.A. Davidson & Co. | 21,775 | $215.1K | 0.00% | −8,940−29.1% | Reduced |
| Matisse Capital | 19,898 | $196.6K | 0.10% | +19,898 | New |
| Saba Capital Management, L.P. | 19,571 | $193.4K | 0.00% | −5,804−22.9% | Reduced |
| Commonwealth Equity Services, LLC | 17,274 | $171.0K | 0.00% | −783−4.3% | Reduced |
| Truist Financial Corp | 17,198 | $169.9K | 0.00% | +17,198 | New |
| Wedbush Securities Inc | 16,657 | $165.0K | 0.01% | +20+0.1% | Added |
| Poplar Forest Capital LLC | 15,425 | $152.4K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 15,303 | $151.0K | 0.01% | −86,750−85.0% | Reduced |
| Cooper Financial Group | 13,702 | $135.4K | 0.02% | −6,400−31.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,060 | $109.3K | 0.00% | +813+7.9% | Added |
| Rpo LLC | 10,912 | $107.8K | 0.17% | +10,912 | New |
| McClarren Financial Advisors, Inc. | 9,627 | $95.0K | 0.07% | +170+1.8% | Added |
| Comerica Bank | 7,481 | $73.9K | 0.00% | +5,191+226.7% | Added |
| Pathway Financial Advisers, LLC | 3,761 | $37.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,492 | $24.6K | 0.00% | +43+1.8% | Added |
| JPMorgan Chase & Co | 1,624 | $16.0K | 0.00% | +1,624 | New |
| GPS Wealth Strategies Group, LLC | 1,250 | $12.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,171 | $11.6K | 0.00% | +1,171 | New |
| Principal Securities, Inc. | 1,040 | $10.3K | 0.00% | +1,040 | New |
| Wolff Wiese Magana LLC | 996 | $9.84K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 750 | $7.41K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 692 | $6.84K | 0.00% | +692 | New |
| Geneos Wealth Management Inc. | 360 | $3.56K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $2.96K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $1.98K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −43,444−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,094−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |