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, 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 | $46.3M |
| 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, 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 |
|---|---|---|---|---|---|
| Cape Investment Advisory, Inc. | 200 | $2.25K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $2.25K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 291 | $3.27K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $3.37K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 360 | $4.05K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 750 | $8.43K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,250 | $14.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,433 | $16.2K | 0.00% | +1,433 | New |
| Noble Wealth Management PBC | 2,780 | $31.2K | 0.02% | +2,780 | New |
| McClarren Financial Advisors, Inc. | 3,510 | $39.0K | 0.11% | +3,510 | New |
| Pathway Financial Advisers, LLC | 6,332 | $97.0K | 0.03% | +2,974+88.6% | Added |
| Comerica Bank | 8,651 | $97.2K | 0.00% | −2,527−22.6% | Reduced |
| Ellis Investment Partners, LLC | 10,240 | $115.1K | 0.02% | −202−1.9% | Reduced |
| First National Trust Co | 10,542 | $118.5K | 0.00% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 10,600 | $119.1K | 0.05% | +10,600 | New |
| Cetera Investment Advisers | 10,797 | $121.4K | 0.00% | +334+3.2% | Added |
| Susquehanna International Group, LLP | 10,979 | $123.4K | 0.00% | −5,541−33.5% | Reduced |
| BlackRock, Inc. | 11,533 | $129.6K | 0.00% | +11,533 | New |
| Wealth Enhancement Advisory Services, LLC | 12,087 | $135.9K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 13,043 | $147.0K | 0.01% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 15,425 | $173.4K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 16,627 | $186.9K | 0.04% | −293−1.7% | Reduced |
| D.A. Davidson & Co. | 17,300 | $194.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 18,726 | $210.5K | 0.01% | +234+1.3% | Added |
| Commonwealth Equity Services, LLC | 19,169 | $215.0K | 0.00% | +1,919+11.1% | Added |
| Guggenheim Capital LLC | 20,288 | $228.0K | 0.00% | +20,288 | New |
| Wedbush Securities Inc | 20,500 | $230.0K | 0.01% | −449−2.1% | Reduced |
| LongView Wealth Management | 22,780 | $256.0K | 0.08% | 00.0% | Unchanged |
| Stifel Financial Corp | 27,292 | $306.8K | 0.00% | +27,292 | New |
| Bridgewealth Advisory Group, LLC | 27,733 | $315.7K | 0.09% | +14,688+112.6% | Added |
| LPL Financial LLC | 38,483 | $432.5K | 0.00% | −1,952−4.8% | Reduced |
| Cary Street Partners Financial LLC | 39,500 | $444.0K | 0.01% | +39,500 | New |
| SFI Advisors, LLC | 53,428 | $600.5K | 0.42% | +34,355+180.1% | Added |
| Robinson Capital Management, LLC | 55,008 | $618.3K | 0.25% | 00.0% | Unchanged |
| Lido Advisors, LLC | 70,814 | $795.9K | 0.00% | +70,814 | New |
| Smith Asset Management Co., LLC | 75,819 | $852.2K | 0.83% | +75,819 | New |
| Advisor Group Holdings, Inc. | 80,001 | $899.2K | 0.00% | −925−1.1% | Reduced |
| Umb Bank N A | 86,373 | $970.8K | 0.02% | +86,373 | New |
| Royal Bank of Canada | 94,771 | $1.07M | 0.00% | −10,443−9.9% | Reduced |
| Bank of America Corp | 107,863 | $1.21M | 0.00% | −11,635−9.7% | Reduced |
| CNH Partners LLC | 116,171 | $1.30M | 0.03% | −18,110−13.5% | Reduced |
| Wells Fargo & Company | 127,048 | $1.43M | 0.00% | −5,409−4.1% | Reduced |
| Matisse Capital | 134,805 | $1.52M | 0.77% | −5,303−3.8% | Reduced |
| UBS Group AG | 137,684 | $1.55M | 0.00% | −17,677−11.4% | Reduced |
| Raymond James Financial Inc | 181,175 | $2.04M | 0.00% | +181,175 | New |
| Morgan Stanley | 237,967 | $2.67M | 0.00% | −13,784−5.5% | Reduced |
| Sit Investment Associates Inc | 354,898 | $3.99M | 0.09% | +37,822+11.9% | Added |
| CIBC Private Wealth Group, LLC | 441,364 | $4.95M | 0.01% | 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 |