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, 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 | $46.3M |
| 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, 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 |
|---|---|---|---|---|---|
| Cape Investment Advisory, Inc. | 200 | $1.98K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $2.96K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 360 | $3.56K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 692 | $6.84K | 0.00% | +692 | New |
| Steward Partners Investment Advisory, LLC | 750 | $7.41K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 996 | $9.84K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,040 | $10.3K | 0.00% | +1,040 | New |
| Advisory Services Network, LLC | 1,171 | $11.6K | 0.00% | +1,171 | New |
| GPS Wealth Strategies Group, LLC | 1,250 | $12.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,624 | $16.0K | 0.00% | +1,624 | New |
| Northwestern Mutual Wealth Management Co | 2,492 | $24.6K | 0.00% | +43+1.8% | Added |
| Pathway Financial Advisers, LLC | 3,761 | $37.2K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 7,481 | $73.9K | 0.00% | +5,191+226.7% | Added |
| McClarren Financial Advisors, Inc. | 9,627 | $95.0K | 0.07% | +170+1.8% | Added |
| Rpo LLC | 10,912 | $107.8K | 0.17% | +10,912 | New |
| Wealth Enhancement Advisory Services, LLC | 11,060 | $109.3K | 0.00% | +813+7.9% | Added |
| Cooper Financial Group | 13,702 | $135.4K | 0.02% | −6,400−31.8% | Reduced |
| Centaurus Financial, Inc. | 15,303 | $151.0K | 0.01% | −86,750−85.0% | Reduced |
| Poplar Forest Capital LLC | 15,425 | $152.4K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,657 | $165.0K | 0.01% | +20+0.1% | Added |
| Truist Financial Corp | 17,198 | $169.9K | 0.00% | +17,198 | New |
| Commonwealth Equity Services, LLC | 17,274 | $171.0K | 0.00% | −783−4.3% | Reduced |
| Saba Capital Management, L.P. | 19,571 | $193.4K | 0.00% | −5,804−22.9% | Reduced |
| Matisse Capital | 19,898 | $196.6K | 0.10% | +19,898 | New |
| D.A. Davidson & Co. | 21,775 | $215.1K | 0.00% | −8,940−29.1% | Reduced |
| Raymond James & Associates | 22,307 | $220.4K | 0.00% | +5,500+32.7% | Added |
| Wells Fargo & Company | 23,940 | $236.5K | 0.00% | −1,741−6.8% | Reduced |
| SFI Advisors, LLC | 29,995 | $296.4K | 0.25% | −18,864−38.6% | Reduced |
| LongView Wealth Management | 29,397 | $297.2K | 0.13% | +29,397 | New |
| LPL Financial LLC | 39,437 | $389.6K | 0.00% | −4,042−9.3% | Reduced |
| Robinson Capital Management, LLC | 44,858 | $448.6K | 0.16% | +4,947+12.4% | Added |
| Landscape Capital Management, L.L.C. | 46,153 | $456.0K | 0.04% | +46,153 | New |
| Royal Bank of Canada | 59,665 | $589.0K | 0.00% | +4,411+8.0% | Added |
| Private Wealth Strategies, L.L.C. | 66,067 | $652.7K | 0.14% | +1,161+1.8% | Added |
| Sit Investment Associates Inc | 84,189 | $832.0K | 0.02% | +76,567+1,004.6% | Added |
| Advisor Group Holdings, Inc. | 92,051 | $909.5K | 0.00% | −10,661−10.4% | Reduced |
| CNH Partners LLC | 98,228 | $970.5K | 0.04% | +54,057+122.4% | Added |
| Wolverine Asset Management LLC | 110,200 | $1.09M | 0.02% | −3,850−3.4% | Reduced |
| Bank of America Corp | 142,957 | $1.41M | 0.00% | +133,664+1,438.3% | Added |
| UBS Group AG | 145,753 | $1.44M | 0.00% | −32,296−18.1% | Reduced |
| Morgan Stanley | 203,197 | $2.01M | 0.00% | −20,003−9.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 243,917 | $2.41M | 0.00% | −11,688−4.6% | Reduced |
| 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 |