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 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
- +272.9K (+13.0%) vs. Q1 2024
- Total value
- $24.7M
- +$2.51M (+11.3%) vs. Q1 2024
- New holders
- 6
- 12 more added
- Sold out
- 3
- 17 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 | $46.3M |
| 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 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 |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 20 | $75 | 0.05% | −7,095−99.7% | Reduced |
| Cape Investment Advisory, Inc. | 200 | $2.09K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $2.12K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 291 | $3.04K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $3.13K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 332 | $3.47K | 0.00% | −708−68.1% | Reduced |
| Geneos Wealth Management Inc. | 360 | $3.76K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 400 | $4.00K | 0.00% | +400 | New |
| Steward Partners Investment Advisory, LLC | 750 | $7.83K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 996 | $10.4K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,250 | $13.1K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 3,360 | $35.1K | 0.01% | −400−10.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,359 | $35.1K | 0.00% | +3,359 | New |
| Arrow Financial Corp | 3,867 | $40.4K | 0.00% | +3,867 | New |
| Comerica Bank | 7,114 | $74.3K | 0.00% | +2,069+41.0% | Added |
| Cetera Investment Advisers | 10,434 | $108.9K | 0.00% | −1,827−14.9% | Reduced |
| First National Trust Co | 10,542 | $110.1K | 0.00% | +10,542 | New |
| SpiderRock Advisors, LLC | 11,533 | $120.4K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,071 | $126.0K | 0.00% | +1,011+9.1% | Added |
| Centaurus Financial, Inc. | 13,043 | $136.0K | 0.01% | −2,308−15.0% | Reduced |
| Cooper Financial Group | 13,333 | $139.2K | 0.02% | +31+0.2% | Added |
| HighTower Advisors, LLC | 14,168 | $144.0K | 0.00% | +14,168 | New |
| Wedbush Securities Inc | 15,449 | $161.0K | 0.01% | −1,576−9.3% | Reduced |
| Poplar Forest Capital LLC | 15,425 | $161.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 17,341 | $181.0K | 0.00% | −146−0.8% | Reduced |
| D.A. Davidson & Co. | 17,775 | $185.6K | 0.00% | −3,902−18.0% | Reduced |
| IFP Advisors, Inc | 17,804 | $185.9K | 0.01% | −233−1.3% | Reduced |
| Raymond James & Associates | 22,071 | $230.4K | 0.00% | −72−0.3% | Reduced |
| Pathway Financial Advisors LLC | 23,743 | $247.9K | 0.07% | +23,743 | New |
| LongView Wealth Management | 25,432 | $265.5K | 0.10% | −2,236−8.1% | Reduced |
| LPL Financial LLC | 37,961 | $396.3K | 0.00% | +212+0.6% | Added |
| Royal Bank of Canada | 50,980 | $532.0K | 0.00% | −4,324−7.8% | Reduced |
| Landscape Capital Management, L.L.C. | 51,096 | $533.4K | 0.05% | −785−1.5% | Reduced |
| Robinson Capital Management, LLC | 54,858 | $570.0K | 0.21% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 68,628 | $716.5K | 0.14% | +1,139+1.7% | Added |
| Advisor Group Holdings, Inc. | 83,663 | $873.4K | 0.00% | −1,171−1.4% | Reduced |
| SFI Advisors, LLC | 90,274 | $942.5K | 0.73% | +831+0.9% | Added |
| Wolverine Asset Management LLC | 112,483 | $1.17M | 0.02% | −14,617−11.5% | Reduced |
| Wells Fargo & Company | 120,168 | $1.25M | 0.00% | +48,203+67.0% | Added |
| Matisse Capital | 140,368 | $1.47M | 0.73% | +119,230+564.1% | Added |
| CNH Partners LLC | 153,234 | $1.60M | 0.04% | +28,567+22.9% | Added |
| UBS Group AG | 154,288 | $1.61M | 0.00% | −4,382−2.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 173,587 | $1.81M | 0.00% | −62,427−26.5% | Reduced |
| Bank of America Corp | 219,633 | $2.29M | 0.00% | +63,231+40.4% | Added |
| Morgan Stanley | 231,999 | $2.42M | 0.00% | +8,850+4.0% | Added |
| Sit Investment Associates Inc | 358,682 | $3.75M | 0.09% | +67,515+23.2% | Added |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −14,850−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −343−100.0% | Sold out |