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, Q3 2024
Institutional positions in Flaherty & Crumrine Preferred & Income Fund Inc as of Sep 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
- 45
- 0 vs. Q2 2024
- Shares held
- 2.51M
- +213.6K (+9.3%) vs. Q2 2024
- Total value
- $30.0M
- +$6.00M (+25.1%) vs. Q2 2024
- New holders
- 5
- 15 more added
- Sold out
- 5
- 13 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Preferred & Income Fund Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 441,364 | $5.27M | 0.01% | +441,364 | New |
| Sit Investment Associates Inc | 317,076 | $3.79M | 0.08% | −41,606−11.6% | Reduced |
| Morgan Stanley | 251,751 | $3.01M | 0.00% | +19,752+8.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 160,693 | $1.92M | 0.00% | −12,894−7.4% | Reduced |
| UBS Group AG | 155,361 | $1.86M | 0.00% | +1,073+0.7% | Added |
| Matisse Capital | 140,108 | $1.67M | 0.81% | −260−0.2% | Reduced |
| CNH Partners LLC | 134,281 | $1.59M | 0.04% | −18,953−12.4% | Reduced |
| Wells Fargo & Company | 132,457 | $1.58M | 0.00% | +12,289+10.2% | Added |
| Bank of America Corp | 119,498 | $1.43M | 0.00% | −100,135−45.6% | Reduced |
| Royal Bank of Canada | 105,214 | $1.26M | 0.00% | +54,234+106.4% | Added |
| Advisor Group Holdings, Inc. | 80,926 | $967.1K | 0.00% | −2,737−3.3% | Reduced |
| Robinson Capital Management, LLC | 55,008 | $656.8K | 0.23% | +150+0.3% | Added |
| LPL Financial LLC | 40,435 | $483.2K | 0.00% | +2,474+6.5% | Added |
| Cary Street Partner Investment Advisory LLC | 34,000 | $406.3K | 0.01% | +34,000 | New |
| LongView Wealth Management | 22,780 | $272.2K | 0.09% | −2,652−10.4% | Reduced |
| Raymond James & Associates | 22,087 | $263.9K | 0.00% | +16+0.1% | Added |
| Landscape Capital Management, L.L.C. | 21,384 | $255.5K | 0.03% | −29,712−58.1% | Reduced |
| Wedbush Securities Inc | 20,949 | $250.0K | 0.01% | +5,500+35.6% | Added |
| SFI Advisors, LLC | 19,073 | $227.9K | 0.16% | −71,201−78.9% | Reduced |
| IFP Advisors, Inc | 18,492 | $221.0K | 0.01% | +688+3.9% | Added |
| D.A. Davidson & Co. | 17,300 | $206.7K | 0.00% | −475−2.7% | Reduced |
| Commonwealth Equity Services, LLC | 17,250 | $206.0K | 0.00% | −91−0.5% | Reduced |
| Pathway Financial Advisors LLC | 16,920 | $202.2K | 0.05% | −6,823−28.7% | Reduced |
| Susquehanna International Group, LLP | 16,520 | $197.4K | 0.00% | +16,520 | New |
| Cooper Financial Group | 15,689 | $187.5K | 0.02% | +2,356+17.7% | Added |
| Poplar Forest Capital LLC | 15,425 | $184.3K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,506 | $166.0K | 0.00% | +338+2.4% | Added |
| Centaurus Financial, Inc. | 13,043 | $156.0K | 0.01% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 13,045 | $155.9K | 0.06% | +13,045 | New |
| Wealth Enhancement Advisory Services, LLC | 12,087 | $144.4K | 0.00% | +16+0.1% | Added |
| SpiderRock Advisors, LLC | 11,533 | $137.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 11,178 | $133.6K | 0.00% | +4,064+57.1% | Added |
| First National Trust Co | 10,542 | $126.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,463 | $125.0K | 0.00% | +29+0.3% | Added |
| Ellis Investment Partners, LLC | 10,442 | $124.8K | 0.02% | +10,442 | New |
| Arrow Financial Corp | 3,867 | $46.2K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 3,358 | $40.1K | 0.02% | −2−0.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,250 | $14.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 750 | $8.96K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 427 | $5.00K | 0.00% | +27+6.8% | Added |
| Geneos Wealth Management Inc. | 360 | $4.30K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $3.58K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 291 | $3.48K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $2.39K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $2.09K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −112,483−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −3,359−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −996−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Private Wealth Strategies, L.L.C. | – | – | – | – | Not filed |