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Flaherty & Crumrine Preferred and Income Fund
PFD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 1.95 M +USD 600 k +45,150 +48%
Morgan Stanley
2
Morgan Stanley
New York
USD 1.18 M +USD 773 k +58,174 +231%
UBS Group
3
UBS Group
Switzerland
USD 621 k -USD 16.3 k -1,223 -3%
Horizon Kinetics
4
Horizon Kinetics
New York
USD 474 k +USD 444 k +33,392 Nuevas
Private Advisor Group
5
Private Advisor Group
New Jersey
USD 444 k +USD 67.3 k +5,060 +19%
Bank of America
6
Bank of America
North Carolina
USD 389 k -USD 15.1 k -1,133 -4%
D.A. Davidson & Co
7
D.A. Davidson & Co
Montana
USD 340 k -USD 39.9 k -3,000 -11%
Lido Advisors
8
Lido Advisors
California
USD 255 k +USD 239 k +18,000 Nuevas
Covington Capital Management
9
Covington Capital Management
California
USD 251 k – – –
Wells Fargo
10
Wells Fargo
California
USD 225 k – – –
Noesis Capital Mangement
11
Noesis Capital Mangement
Florida
USD 208 k +USD 195 k +14,650 Nuevas
Oxbow Advisors
12
Oxbow Advisors
Texas
USD 158 k +USD 532 +40 +0.4%
Creative Planning
13
Creative Planning
Kansas
USD 124 k +USD 89.9 k +6,767 +338%
MSI Financial Services
14
MSI Financial Services
Massachusetts
USD 55 k +USD 26.2 k +1,973 +104%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
USD 54 k +USD 29.4 k +2,215 +138%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
USD 34 k – – –
Ladenburg Thalmann Financial Services
17
Ladenburg Thalmann Financial Services
Florida
USD 34 k +USD 1.95 k +147 +6%
American International Group
18
American International Group
New York
USD 27 k +USD 186 +14 +0.8%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
USD 26 k – – –
Winslow Evans & Crocker
20
Winslow Evans & Crocker
Massachusetts
USD 12.6 k -USD 13 -1 -0.1%
Howe & Rusling
21
Howe & Rusling
New York
USD 9 k – – –
Geneos Wealth Management
22
Geneos Wealth Management
Colorado
USD 9 k +USD 8.77 k +660 Nuevas
Tower Research Capital (TRC)
23
Tower Research Capital (TRC)
New York
USD 5 k +USD 5.05 k +380 Nuevas
Curi RMB Capital
24
Curi RMB Capital
Illinois
– -USD 506 k -39,128 Cerradas
Citigroup
25
Citigroup
New York
– -USD 157 k -12,149 Cerradas
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