PFD
Flaherty & Crumrine Preferred Income Fund Inc.
1W: -1.3%
1M: -5.6%
3M: -7.7%
YTD: -9.0%
1Y: -10.2%
3Y: +35.7%
5Y: -11.3%
$10.69
-0.06 (-0.56%)
Weekly Expected Move ±1.4%
$10
$11
$11
$11
$11
Institutional Ownership — PFD
56
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
46M
Total Invested
5
New Positions
15
Increased
20
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (61 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 1,462,183 | $16M | +141,966 | +10.8% | 14Q | SEC ↗ |
| 2 | CIBC Bancorp USA Inc. | 441,364 | $5M | — | +0.0% | 2Q | SEC ↗ |
| 3 | MORGAN STANLEY | 297,511 | $3M | -5,379 | -1.8% | 60Q | SEC ↗ |
| 4 | Fiera Capital Corp | 177,117 | $2M | +5,697 | +3.3% | 4Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 157,980 | $2M | +329 | +0.2% | 15Q | SEC ↗ |
| 6 | MGO ONE SEVEN LLC | 141,315 | $2M | -2,367 | -1.6% | 4Q | SEC ↗ |
| 7 | UBS Group AG | 115,966 | $1M | +3,349 | +3.0% | 47Q | SEC ↗ |
| 8 | LPL Financial LLC | 109,007 | $1M | -885 | -0.8% | 61Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 93,148 | $996K | -3,015 | -3.1% | 80Q | SEC ↗ |
| 10 | UMB Bank, n.a. | 86,373 | $923K | — | +0.0% | 7Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 85,433 | $913K | -859 | -1.0% | 26Q | SEC ↗ |
| 12 | Smith Asset Management Co., LLC | 72,668 | $777K | -1,397 | -1.9% | 7Q | SEC ↗ |
| 13 | FIDUCIARY FINANCIAL ADVISORS NEW | 60,582 | $648K | — | +0.0% | 1Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 58,868 | $629K | +2,704 | +4.8% | 7Q | SEC ↗ |
| 15 | ROBINSON CAPITAL MANAGEMENT, LLC | 55,073 | $589K | — | +0.0% | 12Q | SEC ↗ |
| 16 | 1607 Capital Partners, LLC | 49,004 | $524K | -30,393 | -38.3% | 4Q | SEC ↗ |
| 17 | Pathway Financial Advisors LLC | 46,996 | $502K | -1,200 | -2.5% | 9Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 42,868 | $458K | -6,349 | -12.9% | 67Q | SEC ↗ |
| 19 | Calamos Advisors LLC | 41,125 | $440K | +2,742 | +7.1% | 4Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 36,829 | $394K | -490 | -1.3% | 24Q | SEC ↗ |
| 21 | GUGGENHEIM CAPITAL LLC | 33,048 | $353K | +220 | +0.7% | 7Q | SEC ↗ |
| 22 | Bridgewealth Advisory Group, LLC | 25,590 | $274K | — | +0.0% | 5Q | SEC ↗ |
| 23 | CreativeOne Wealth, LLC | 23,199 | $248K | +6,099 | +35.7% | 2Q | SEC ↗ |
| 24 | Capital Investment Advisors, LLC | 22,651 | $242K | +6,762 | +42.6% | 3Q | SEC ↗ |
| 25 | CARY STREET PARTNERS FINANCIAL LLC | 20,083 | $215K | -2,652 | -11.7% | 7Q | SEC ↗ |
| 26 | Kestra Advisory Services, LLC | 18,046 | $193K | +6,593 | +57.6% | 2Q | SEC ↗ |
| 27 | Cambridge Investment Research Advisors NEW | 17,460 | $187K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Beacon Pointe Advisors, LLC | 17,297 | $185K | -2,592 | -13.0% | 2Q | SEC ↗ |
| 29 | WEDBUSH SECURITIES INC | 16,800 | $180K | -700 | -4.0% | 29Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC NEW | 16,705 | $179K | — | +0.0% | 1Q | SEC ↗ |
| 31 | D.A. DAVIDSON & CO. | 16,600 | $177K | — | +0.0% | 52Q | SEC ↗ |
| 32 | LongView Wealth Management | 15,305 | $164K | -2,365 | -13.4% | 11Q | SEC ↗ |
| 33 | Signature Wealth Management Partners, | 14,351 | $153K | — | +0.0% | 5Q | SEC ↗ |
| 34 | O'ROURKE & COMPANY, Inc | 13,683 | $146K | — | +0.0% | 6Q | SEC ↗ |
| 35 | Cetera Investment Advisers | 11,658 | $125K | +40 | +0.3% | 10Q | SEC ↗ |
| 36 | BlackRock, Inc. | 11,533 | $123K | — | +0.0% | 7Q | SEC ↗ |
| 37 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 11,060 | $118K | — | +0.0% | 12Q | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 10,532 | $113K | +132 | +1.3% | 4Q | SEC ↗ |
| 39 | FIFTH THIRD BANCORP | 8,841 | $95K | +35 | +0.4% | 2Q | SEC ↗ |
| 40 | Noble Wealth Management PBC | 7,157 | $77K | +802 | +12.6% | 4Q | SEC ↗ |
| 41 | Clear Street Group Inc. | 6,426 | $69K | +6,355 | +8950.7% | 2Q | SEC ↗ |
| 42 | Farther Finance Advisors, LLC | 3,900 | $42K | — | +0.0% | 4Q | SEC ↗ |
| 43 | Steward Partners Investment Advisory, | 3,530 | $38K | — | +0.0% | 12Q | SEC ↗ |
| 44 | WEBSTER BANK, N. A. | 2,000 | $21K | — | +0.0% | 3Q | SEC ↗ |
| 45 | MERCER GLOBAL ADVISORS INC /ADV NEW | 2,000 | $21K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Whipplewood Advisors, LLC | 1,498 | $16K | -2,143 | -58.9% | 5Q | SEC ↗ |
| 47 | Allworth Financial LP | 1,433 | $15K | — | +0.0% | 7Q | SEC ↗ |
| 48 | CoreCap Advisors, LLC NEW | 1,000 | $11K | — | +0.0% | 1Q | SEC ↗ |
| 49 | US BANCORP \DE | 300 | $3K | — | +0.0% | 34Q | SEC ↗ |
| 50 | HIGHLINE WEALTH PARTNERS LLC | 250 | $3K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| FIDUCIARY FINANCIAL ADVISORS | 60,582 | $648K |
| Cambridge Investment Research Advis | 17,460 | $187K |
| CITADEL ADVISORS LLC | 16,705 | $179K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,000 | $21K |
| CoreCap Advisors, LLC | 1,000 | $11K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Lido Advisors, LLC | 66,880 | $715K |
| AQR Arbitrage LLC | 35,599 | $381K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 15,568 | $166K |
| CENTAURUS FINANCIAL, INC. | 13,043 | $139K |
| Sound Income Strategies, LLC | 6,185 | $66K |
| Pinnacle Wealth Planning Services, | 3,000 | $32K |
| Western Wealth Management, LLC | 2,850 | $30K |
| IFP Advisors, Inc | 1,000 | $11K |
| HANTZ FINANCIAL SERVICES, INC. | 295 | $3K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | +141,966 | +10.8% | 1,462,183 |
| Capital Investment Advisors, LLC | +6,762 | +42.6% | 22,651 |
| Kestra Advisory Services, LLC | +6,593 | +57.6% | 18,046 |
| Clear Street Group Inc. | +6,355 | +8950.7% | 6,426 |
| CreativeOne Wealth, LLC | +6,099 | +35.7% | 23,199 |
| Fiera Capital Corp | +5,697 | +3.3% | 177,117 |
| UBS Group AG | +3,349 | +3.0% | 115,966 |
| Calamos Advisors LLC | +2,742 | +7.1% | 41,125 |
| RAYMOND JAMES FINANCIAL INC | +2,704 | +4.8% | 58,868 |
| Noble Wealth Management PBC | +802 | +12.6% | 7,157 |
| BANK OF AMERICA CORP /DE | +329 | +0.2% | 157,980 |
| GUGGENHEIM CAPITAL LLC | +220 | +0.7% | 33,048 |
| Rockefeller Capital Management L.P. | +132 | +1.3% | 10,532 |
| Cetera Investment Advisers | +40 | +0.3% | 11,658 |
| FIFTH THIRD BANCORP | +35 | +0.4% | 8,841 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| 1607 Capital Partners, LLC | -30,393 | -38.3% | 49,004 |
| ROYAL BANK OF CANADA | -6,349 | -12.9% | 42,868 |
| MORGAN STANLEY | -5,379 | -1.8% | 297,511 |
| WELLS FARGO & COMPANY/MN | -3,015 | -3.1% | 93,148 |
| CARY STREET PARTNERS FINANCIAL LLC | -2,652 | -11.7% | 20,083 |
| Beacon Pointe Advisors, LLC | -2,592 | -13.0% | 17,297 |
| MGO ONE SEVEN LLC | -2,367 | -1.6% | 141,315 |
| LongView Wealth Management | -2,365 | -13.4% | 15,305 |
| Whipplewood Advisors, LLC | -2,143 | -58.9% | 1,498 |
| Smith Asset Management Co., LLC | -1,397 | -1.9% | 72,668 |
| Pathway Financial Advisors LLC | -1,200 | -2.5% | 46,996 |
| LPL Financial LLC | -885 | -0.8% | 109,007 |
| OSAIC HOLDINGS, INC. | -859 | -1.0% | 85,433 |
| WEDBUSH SECURITIES INC | -700 | -4.0% | 16,800 |
| COMMONWEALTH EQUITY SERVICES, LLC | -490 | -1.3% | 36,829 |
| Geneos Wealth Management Inc. | -160 | -44.4% | 200 |