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, Q1 2024
Institutional positions in Flaherty & Crumrine Preferred & Income Fund Inc as of Mar 31, 2024. 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
- 0 vs. Q4 2023
- Shares held
- 2.09M
- +398.9K (+23.6%) vs. Q4 2023
- Total value
- $22.2M
- +$5.43M (+32.4%) vs. Q4 2023
- New holders
- 5
- 15 more added
- Sold out
- 5
- 13 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Preferred & Income Fund Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 200 | $2.12K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $2.12K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 291 | $3.09K | 0.00% | +291 | New |
| US Bancorp | 300 | $3.18K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 343 | $3.64K | 0.00% | −1,281−78.9% | Reduced |
| Geneos Wealth Management Inc. | 360 | $3.82K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 662 | $7.02K | 0.00% | −30−4.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 750 | $7.96K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 996 | $10.6K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,040 | $11.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,250 | $13.3K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 3,760 | $39.9K | 0.01% | −10.0% | Reduced |
| Comerica Bank | 5,045 | $53.5K | 0.00% | −2,436−32.6% | Reduced |
| McClarren Financial Advisors, Inc. | 7,115 | $76.0K | 0.05% | −2,512−26.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,060 | $117.3K | 0.00% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 11,533 | $120.5K | 0.00% | +11,533 | New |
| Cetera Investment Advisers | 12,261 | $130.1K | 0.00% | +12,261 | New |
| Cooper Financial Group | 13,302 | $141.1K | 0.02% | −400−2.9% | Reduced |
| Logan Stone Capital, LLC | 14,850 | $157.6K | 0.03% | +14,850 | New |
| Centaurus Financial, Inc. | 15,351 | $163.0K | 0.01% | +48+0.3% | Added |
| Poplar Forest Capital LLC | 15,425 | $163.7K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,025 | $181.0K | 0.01% | +368+2.2% | Added |
| Commonwealth Equity Services, LLC | 17,487 | $186.0K | 0.00% | +213+1.2% | Added |
| IFP Advisors, Inc | 18,037 | $191.4K | 0.01% | +18,037 | New |
| Matisse Capital | 21,138 | $224.3K | 0.11% | +1,240+6.2% | Added |
| D.A. Davidson & Co. | 21,677 | $230.0K | 0.00% | −98−0.5% | Reduced |
| Raymond James & Associates | 22,143 | $234.9K | 0.00% | −164−0.7% | Reduced |
| LongView Wealth Management | 27,668 | $293.6K | 0.12% | −1,729−5.9% | Reduced |
| LPL Financial LLC | 37,749 | $400.5K | 0.00% | −1,688−4.3% | Reduced |
| Landscape Capital Management, L.L.C. | 51,881 | $550.5K | 0.05% | +5,728+12.4% | Added |
| Robinson Capital Management, LLC | 54,858 | $554.3K | 0.20% | +10,000+22.3% | Added |
| Royal Bank of Canada | 55,304 | $588.0K | 0.00% | −4,361−7.3% | Reduced |
| Private Wealth Strategies, L.L.C. | 67,489 | $716.1K | 0.16% | +1,422+2.2% | Added |
| Wells Fargo & Company | 71,965 | $763.5K | 0.00% | +48,025+200.6% | Added |
| Advisor Group Holdings, Inc. | 84,834 | $900.1K | 0.00% | −7,217−7.8% | Reduced |
| SFI Advisors, LLC | 89,443 | $949.0K | 0.74% | +59,448+198.2% | Added |
| CNH Partners LLC | 124,667 | $1.32M | 0.05% | +26,439+26.9% | Added |
| Wolverine Asset Management LLC | 127,100 | $1.35M | 0.03% | +16,900+15.3% | Added |
| Bank of America Corp | 156,402 | $1.66M | 0.00% | +13,445+9.4% | Added |
| UBS Group AG | 158,670 | $1.68M | 0.00% | +12,917+8.9% | Added |
| Morgan Stanley | 223,149 | $2.37M | 0.00% | +19,952+9.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 236,014 | $2.50M | 0.00% | −7,903−3.2% | Reduced |
| Sit Investment Associates Inc | 291,167 | $3.09M | 0.07% | +206,978+245.8% | Added |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −19,571−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −17,198−100.0% | Sold out |
| Rpo LLC | 0 | $0 | 0.00% | −10,912−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,492−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |