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, Q4 2024
Institutional positions in Flaherty & Crumrine Preferred & Income Fund Inc as of Dec 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
- 48
- +6 vs. Q3 2024
- Shares held
- 2.75M
- +439.3K (+19.0%) vs. Q3 2024
- Total value
- $31.0M
- +$3.33M (+12.0%) vs. Q3 2024
- New holders
- 12
- 7 more added
- Sold out
- 6
- 14 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Preferred & Income Fund Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 441,364 | $4.95M | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 354,898 | $3.99M | 0.09% | +37,822+11.9% | Added |
| Morgan Stanley | 237,967 | $2.67M | 0.00% | −13,784−5.5% | Reduced |
| Raymond James Financial Inc | 181,175 | $2.04M | 0.00% | +181,175 | New |
| UBS Group AG | 137,684 | $1.55M | 0.00% | −17,677−11.4% | Reduced |
| Matisse Capital | 134,805 | $1.52M | 0.77% | −5,303−3.8% | Reduced |
| Wells Fargo & Company | 127,048 | $1.43M | 0.00% | −5,409−4.1% | Reduced |
| CNH Partners LLC | 116,171 | $1.30M | 0.03% | −18,110−13.5% | Reduced |
| Bank of America Corp | 107,863 | $1.21M | 0.00% | −11,635−9.7% | Reduced |
| Royal Bank of Canada | 94,771 | $1.07M | 0.00% | −10,443−9.9% | Reduced |
| Umb Bank N A | 86,373 | $970.8K | 0.02% | +86,373 | New |
| Advisor Group Holdings, Inc. | 80,001 | $899.2K | 0.00% | −925−1.1% | Reduced |
| Smith Asset Management Co., LLC | 75,819 | $852.2K | 0.83% | +75,819 | New |
| Lido Advisors, LLC | 70,814 | $795.9K | 0.00% | +70,814 | New |
| Robinson Capital Management, LLC | 55,008 | $618.3K | 0.25% | 00.0% | Unchanged |
| SFI Advisors, LLC | 53,428 | $600.5K | 0.42% | +34,355+180.1% | Added |
| Cary Street Partners Financial LLC | 39,500 | $444.0K | 0.01% | +39,500 | New |
| LPL Financial LLC | 38,483 | $432.5K | 0.00% | −1,952−4.8% | Reduced |
| Bridgewealth Advisory Group, LLC | 27,733 | $315.7K | 0.09% | +14,688+112.6% | Added |
| Stifel Financial Corp | 27,292 | $306.8K | 0.00% | +27,292 | New |
| LongView Wealth Management | 22,780 | $256.0K | 0.08% | 00.0% | Unchanged |
| Wedbush Securities Inc | 20,500 | $230.0K | 0.01% | −449−2.1% | Reduced |
| Guggenheim Capital LLC | 20,288 | $228.0K | 0.00% | +20,288 | New |
| Commonwealth Equity Services, LLC | 19,169 | $215.0K | 0.00% | +1,919+11.1% | Added |
| IFP Advisors, Inc | 18,726 | $210.5K | 0.01% | +234+1.3% | Added |
| D.A. Davidson & Co. | 17,300 | $194.5K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 16,627 | $186.9K | 0.04% | −293−1.7% | Reduced |
| Poplar Forest Capital LLC | 15,425 | $173.4K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 13,043 | $147.0K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,087 | $135.9K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 11,533 | $129.6K | 0.00% | +11,533 | New |
| Susquehanna International Group, LLP | 10,979 | $123.4K | 0.00% | −5,541−33.5% | Reduced |
| Cetera Investment Advisers | 10,797 | $121.4K | 0.00% | +334+3.2% | Added |
| Byrne Financial Freedom, LLC | 10,600 | $119.1K | 0.05% | +10,600 | New |
| First National Trust Co | 10,542 | $118.5K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 10,240 | $115.1K | 0.02% | −202−1.9% | Reduced |
| Comerica Bank | 8,651 | $97.2K | 0.00% | −2,527−22.6% | Reduced |
| Pathway Financial Advisers, LLC | 6,332 | $97.0K | 0.03% | +2,974+88.6% | Added |
| McClarren Financial Advisors, Inc. | 3,510 | $39.0K | 0.11% | +3,510 | New |
| Noble Wealth Management PBC | 2,780 | $31.2K | 0.02% | +2,780 | New |
| Allworth Financial LP | 1,433 | $16.2K | 0.00% | +1,433 | New |
| GPS Wealth Strategies Group, LLC | 1,250 | $14.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 750 | $8.43K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 360 | $4.05K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $3.37K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 291 | $3.27K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $2.25K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $2.25K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −21,384−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −15,689−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −14,506−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −3,867−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |