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, Q1 2025
Institutional positions in Flaherty & Crumrine Preferred & Income Fund Inc as of Mar 31, 2025. 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
- +1 vs. Q4 2024
- Shares held
- 2.86M
- +101.5K (+3.7%) vs. Q4 2024
- Total value
- $31.7M
- +$752.7K (+2.4%) vs. Q4 2024
- New holders
- 7
- 13 more added
- Sold out
- 6
- 10 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Preferred & Income Fund Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 420,011 | $4.71M | 0.11% | +65,113+18.3% | Added |
| CIBC Private Wealth Group, LLC | 441,364 | $4.63M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 246,225 | $2.76M | 0.00% | +8,258+3.5% | Added |
| Raymond James Financial Inc | 170,768 | $1.92M | 0.00% | −10,407−5.7% | Reduced |
| Bank of America Corp | 141,545 | $1.59M | 0.00% | +33,682+31.2% | Added |
| Matisse Capital | 134,805 | $1.51M | 0.80% | 00.0% | Unchanged |
| UBS Group AG | 128,919 | $1.45M | 0.00% | −8,765−6.4% | Reduced |
| Wells Fargo & Company | 126,186 | $1.42M | 0.00% | −862−0.7% | Reduced |
| CNH Partners LLC | 99,456 | $1.12M | 0.03% | −16,715−14.4% | Reduced |
| Royal Bank of Canada | 92,683 | $1.04M | 0.00% | −2,088−2.2% | Reduced |
| Umb Bank N A | 86,373 | $969.1K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 83,538 | $937.3K | 0.00% | +3,537+4.4% | Added |
| Smith Asset Management Co., LLC | 74,884 | $840.2K | 0.79% | −935−1.2% | Reduced |
| Rivernorth Capital Management, LLC | 65,467 | $734.5K | 0.04% | +65,467 | New |
| Lido Advisors, LLC | 64,724 | $726.2K | 0.00% | −6,090−8.6% | Reduced |
| Robinson Capital Management, LLC | 55,008 | $617.2K | 0.25% | 00.0% | Unchanged |
| LPL Financial LLC | 44,941 | $504.2K | 0.00% | +6,458+16.8% | Added |
| Cary Street Partners Financial LLC | 43,500 | $488.1K | 0.02% | +4,000+10.1% | Added |
| Guggenheim Capital LLC | 35,814 | $401.8K | 0.00% | +15,526+76.5% | Added |
| Pathway Financial Advisors LLC | 29,446 | $330.4K | 0.06% | +12,819+77.1% | Added |
| LongView Wealth Management | 22,780 | $255.6K | 0.08% | 00.0% | Unchanged |
| Wedbush Securities Inc | 20,500 | $230.0K | 0.01% | 00.0% | Unchanged |
| SFI Advisors, LLC | 20,267 | $227.4K | 0.17% | −33,161−62.1% | Reduced |
| Commonwealth Equity Services, LLC | 19,243 | $216.0K | 0.00% | +74+0.4% | Added |
| Wolverine Asset Management LLC | 18,635 | $209.1K | 0.00% | +18,635 | New |
| D.A. Davidson & Co. | 16,600 | $186.3K | 0.00% | −700−4.0% | Reduced |
| Poplar Forest Capital LLC | 15,425 | $173.1K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 13,423 | $150.6K | 0.00% | −5,303−28.3% | Reduced |
| Arlington Capital Management, Inc. | 13,409 | $150.4K | 0.11% | +13,409 | New |
| Centaurus Financial, Inc. | 13,043 | $146.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,539 | $140.7K | 0.00% | +1,560+14.2% | Added |
| O'Rourke & Company, Inc | 12,426 | $139.4K | 0.07% | +12,426 | New |
| Wealth Enhancement Advisory Services, LLC | 12,087 | $135.6K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 11,533 | $129.4K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,827 | $121.5K | 0.00% | +30+0.3% | Added |
| Byrne Financial Freedom, LLC | 10,600 | $118.9K | 0.07% | 00.0% | Unchanged |
| Comerica Bank | 8,681 | $97.4K | 0.00% | +30+0.3% | Added |
| Sound Income Strategies, LLC | 6,472 | $72.6K | 0.00% | +6,472 | New |
| Noble Wealth Management PBC | 4,280 | $48.0K | 0.03% | +1,500+54.0% | Added |
| FMR LLC | 1,709 | $19.2K | 0.00% | +1,709 | New |
| Elequin Capital LP | 1,474 | $16.5K | 0.00% | +1,474 | New |
| Allworth Financial LP | 1,433 | $15.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,250 | $14.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 750 | $8.41K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 360 | $4.04K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $3.37K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $2.24K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $2.24K | 0.00% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 0 | $0 | 0.00% | −27,733−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −27,292−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −10,542−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −10,240−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −6,332−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,510−100.0% | Sold out |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |