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Get Institutions for : 
Flaherty & Crumrine Preferred Income Fund Inc (PFD)  
$10.38 0.01 (0.1%) as of 4:30 Mon 5/20


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 42    1
Total shares held : 
1,673,966  
% of shares held : 
15.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
179,306  
% of shares held change : 
  1.63%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$9.04  
Last Quarter's Ending Price : 
$9.88  
Last Quarter's Average Price
$9.40  
Change from last quarter's     
avg. price to the last closing  : 
0.98 (10.43%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 97,648
 5.83%
 
Increased Positions :
12
 286,544
 17.12%
 
Unchanged Positions :
11
 49,918
 2.98%
 
Decreased Positions :
12
-125,072
-7.47%
 
Closed Positions :
6
-79,814
-4.77%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SIT INVESTMENT ASSOCIATES INC 261 - 2024-03-31 291,167 $3,089,000 206,978
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1518 - 2024-03-31 236,014 $2,504,000 -7,903
   MORGAN STANLEY 4353 - 2024-03-31 223,149 $2,368,000 19,952
   UBS Group AG 3103 - 2024-03-31 158,670 $1,683,000 12,917
   BANK OF AMERICA CORP /DE/ 3717 - 2024-03-31 156,402 $1,659,000 13,445
   WOLVERINE ASSET MANAGEMENT LLC 221 - 2024-03-31 127,100 $1,349,000 16,900
   CNH PARTNERS LLC 207 - 2024-03-31 124,667 $1,323,000 26,439
   SFI Advisors LLC 34 - 2024-03-31 89,443 $949,000 59,448
   Advisor Group Holdings Inc. 2430 - 2024-03-31 84,834 $900,000 -7,217
   WELLS FARGO & CO/MN 3140 - 2024-03-31 71,965 $764,000 48,025
   Private Wealth Strategies L.L.C. 30 - 2024-03-31 67,489 $716,000 1,422
   ROYAL BANK OF CANADA 3353 - 2024-03-31 55,304 $588,000 -4,361
   ROBINSON CAPITAL MANAGEMENT LLC 73 - 2024-03-31 54,858 $554,000 10,000
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 426 - 2024-03-31 51,881 $550,000 5,728
   LPL FINANCIAL CORP 3888 - 2024-03-31 37,749 $401,000 -1,688
   LongView Wealth Management 145 - 2024-03-31 27,668 $294,000 -1,729
   RAYMOND JAMES & ASSOCIATES 3476 - 2024-03-31 22,143 $235,000 -164
   DAVIDSON D A & CO 1255 - 2024-03-31 21,677 $230,000 -98
   Deschutes Portfolio Strategy LLC 179 - 2024-03-31 21,138 $224,000 1,240
   COMMONWEALTH EQUITY SERVICES LLC. 3605 - 2024-03-31 17,487 $186,000 213
   WEDBUSH MORGAN SECURITIES INC 1122 - 2024-03-31 17,025 $181,000 368
   POPLAR FOREST CAPITAL LLC 52 - 2024-03-31 15,425 $164,000 0
   CENTAURUS FINANCIAL INC. 659 - 2024-03-31 15,351 $163,000 48
   Logan Stone Capital LLC 137 *New 2024-03-31 14,850 $158,000 14,850
   Cooper Financial Group 346 - 2024-03-31 13,302 $141,000 -400
   SpiderRock Advisors LLC 546 *New 2024-03-31 11,533 $121,000 11,533
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2246 - 2024-03-31 11,060 $117,000 0
   COMERICA BANK 2727 - 2024-03-31 5,045 $54,000 -2,436
   GPS Wealth Strategies Group LLC 805 - 2024-03-31 1,250 $13,000 0
   PRINCIPAL SECURITIES INC. 2274 - 2024-03-31 1,040 $11,000 0
   WOLFF WIESE MAGANA LLC 289 - 2024-03-31 996 $11,000 0
   Steward Partners Investment Advisory LLC 2855 - 2024-03-31 750 $8,000 0
   PNC FINANCIAL SERVICES GROUP INC 3782 - 2024-03-31 662 $7,000 -30
   Geneos Wealth Management Inc. 1737 - 2024-03-31 360 $4,000 0
   J P MORGAN CHASE & CO 5150 - 2024-03-31 343 $4,000 -1,281
   US BANCORP 3575 - 2024-03-31 300 $3,000 0
   Ronald Blue Trust Inc. 1867 - 2024-03-31 200 $2,000 0
   Cape Investment Advisory Inc. 927 - 2023-12-31 200 $2,000 0
   PROEQUITIES INC. 2519 - 2024-03-31 0 $0 0
   RPO LLC 42 *Closed 2024-03-31 0 $0 -10,912
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3305 *Closed 2024-03-31 0 $0 -2,492
   ADVISORY SERVICES NETWORK, LLC 2776 *Closed 2024-03-31 0 $0 -1,171
   McClarren Financial Advisors Inc. 376 *Closed 2024-03-31 0 $0 -9,627
   BB&T CORP 2640 *Closed 2024-03-31 0 $0 -17,198
   SABA CAPITAL MANAGEMENT, L.P. 389 *Closed 2024-03-31 0 $0 -19,571

  45 Records found
  1    
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