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icono de PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 1.68 M +USD 172 k +10,981 +11%
LPL Financial
2
LPL Financial
California
USD 1.44 M +USD 125 k +7,976 +9%
UBS Group
3
UBS Group
Switzerland
USD 667 k +USD 11.8 k +750 +2%
Bank of America
4
Bank of America
North Carolina
USD 575 k +USD 121 k +7,719 +26%
D.A. Davidson & Co
5
D.A. Davidson & Co
Montana
USD 374 k – – –
Horizon Kinetics
6
Horizon Kinetics
New York
USD 348 k -USD 62.2 k -3,970 -15%
Private Advisor Group
7
Private Advisor Group
New Jersey
USD 278 k +USD 5.3 k +338 +2%
Covington Capital Management
8
Covington Capital Management
California
USD 268 k – – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 238 k +USD 140 k +8,938 +132%
Noesis Capital Mangement
10
Noesis Capital Mangement
Florida
USD 222 k – – –
Wells Fargo
11
Wells Fargo
California
USD 218 k +USD 41.8 k +2,670 +23%
Ladenburg Thalmann Financial Services
12
Ladenburg Thalmann Financial Services
Florida
USD 80 k +USD 55.1 k +3,518 +195%
MSI Financial Services
13
MSI Financial Services
Massachusetts
USD 49 k -USD 10.1 k -646 -17%
Advisor Group
14
Advisor Group
Arizona
USD 39 k +USD 14.2 k +908 +54%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
USD 36 k – – –
Creative Planning
16
Creative Planning
Kansas
USD 30 k -USD 106 k -6,770 -77%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
USD 28 k – – –
Next Financial Group
18
Next Financial Group
Texas
USD 22 k +USD 22.9 k +1,460 Nuevas
Winslow Evans & Crocker
19
Winslow Evans & Crocker
Massachusetts
USD 18.7 k +USD 2.35 k +150 +14%
Geneos Wealth Management
20
Geneos Wealth Management
Colorado
USD 9 k – – –
IFP Advisors
21
IFP Advisors
Florida
USD 7 k – – –
US Bancorp
22
US Bancorp
Minnesota
USD 4 k +USD 3.65 k +233 Nuevas
Tower Research Capital (TRC)
23
Tower Research Capital (TRC)
New York
USD 3 k +USD 2.7 k +172 Nuevas