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 2024
Institutional positions in Flaherty & Crumrine Preferred & Income Fund Inc as of Jun 30, 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
- 46
- +3 vs. Q1 2024
- Shares held
- 2.36M
- −173.7K (−6.8%) vs. Q1 2024
- Total value
- $24.7M
- −$2.23M (−8.3%) vs. Q1 2024
- New holders
- 6
- 11 more added
- Sold out
- 3
- 18 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Preferred & Income Fund Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 358,682 | $3.75M | 0.09% | +67,515+23.2% | Added |
| Morgan Stanley | 231,999 | $2.42M | 0.00% | −437,448−65.3% | Reduced |
| Bank of America Corp | 219,633 | $2.29M | 0.00% | +63,231+40.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 173,587 | $1.81M | 0.00% | −62,427−26.5% | Reduced |
| UBS Group AG | 154,288 | $1.61M | 0.00% | −4,382−2.8% | Reduced |
| CNH Partners LLC | 153,234 | $1.60M | 0.04% | +28,567+22.9% | Added |
| Matisse Capital | 140,368 | $1.47M | 0.73% | +119,230+564.1% | Added |
| Wells Fargo & Company | 120,168 | $1.25M | 0.00% | +48,203+67.0% | Added |
| Wolverine Asset Management LLC | 112,483 | $1.17M | 0.02% | −14,617−11.5% | Reduced |
| SFI Advisors, LLC | 90,274 | $942.5K | 0.73% | +831+0.9% | Added |
| Advisor Group Holdings, Inc. | 83,663 | $873.4K | 0.00% | −1,171−1.4% | Reduced |
| Private Wealth Strategies, L.L.C. | 68,628 | $716.5K | 0.14% | +1,139+1.7% | Added |
| Robinson Capital Management, LLC | 54,858 | $570.0K | 0.21% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 51,096 | $533.4K | 0.05% | −785−1.5% | Reduced |
| Royal Bank of Canada | 50,980 | $532.0K | 0.00% | −4,324−7.8% | Reduced |
| LPL Financial LLC | 37,961 | $396.3K | 0.00% | +212+0.6% | Added |
| LongView Wealth Management | 25,432 | $265.5K | 0.10% | −2,236−8.1% | Reduced |
| Pathway Financial Advisors LLC | 23,743 | $247.9K | 0.07% | +23,743 | New |
| Raymond James & Associates | 22,071 | $230.4K | 0.00% | −72−0.3% | Reduced |
| IFP Advisors, Inc | 17,804 | $185.9K | 0.01% | −233−1.3% | Reduced |
| D.A. Davidson & Co. | 17,775 | $185.6K | 0.00% | −3,902−18.0% | Reduced |
| Commonwealth Equity Services, LLC | 17,341 | $181.0K | 0.00% | −146−0.8% | Reduced |
| Poplar Forest Capital LLC | 15,425 | $161.0K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 15,449 | $161.0K | 0.01% | −1,576−9.3% | Reduced |
| HighTower Advisors, LLC | 14,168 | $144.0K | 0.00% | +14,168 | New |
| Cooper Financial Group | 13,333 | $139.2K | 0.02% | +31+0.2% | Added |
| Centaurus Financial, Inc. | 13,043 | $136.0K | 0.01% | −2,308−15.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,071 | $126.0K | 0.00% | +1,011+9.1% | Added |
| SpiderRock Advisors, LLC | 11,533 | $120.4K | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 10,542 | $110.1K | 0.00% | +10,542 | New |
| Cetera Investment Advisers | 10,434 | $108.9K | 0.00% | −1,827−14.9% | Reduced |
| Comerica Bank | 7,114 | $74.3K | 0.00% | +2,069+41.0% | Added |
| Arrow Financial Corp | 3,867 | $40.4K | 0.00% | +3,867 | New |
| Ashton Thomas Private Wealth, LLC | 3,359 | $35.1K | 0.00% | +3,359 | New |
| Pathway Financial Advisers, LLC | 3,360 | $35.1K | 0.01% | −400−10.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,250 | $13.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 996 | $10.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 750 | $7.83K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 400 | $4.00K | 0.00% | +400 | New |
| Geneos Wealth Management Inc. | 360 | $3.76K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 332 | $3.47K | 0.00% | −708−68.1% | Reduced |
| US Bancorp | 300 | $3.13K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 291 | $3.04K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $2.12K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $2.09K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 20 | $75 | 0.05% | −7,095−99.7% | Reduced |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −14,850−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −662−100.0% | Sold out |