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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 1.77 M +USD 151 k +10,869 +10%
Robinson Capital Management
2
Robinson Capital Management
Michigan
USD 917 k +USD 882 k +63,312 Nuevas
LPL Financial
3
LPL Financial
California
USD 769 k -USD 587 k -42,121 -44%
UBS Group
4
UBS Group
Switzerland
USD 686 k +USD 46.7 k +3,354 +8%
Bank of America
5
Bank of America
North Carolina
USD 511 k -USD 37.2 k -2,671 -7%
Wells Fargo
6
Wells Fargo
California
USD 376 k +USD 162 k +11,597 +81%
D.A. Davidson & Co
7
D.A. Davidson & Co
Montana
USD 362 k +USD 4.18 k +300 +1%
Covington Capital Management
8
Covington Capital Management
California
USD 283 k +USD 25.1 k +1,800 +10%
Private Advisor Group
9
Private Advisor Group
New Jersey
USD 272 k +USD 4.36 k +313 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 154 k -USD 69.9 k -5,019 -32%
Moloney Securities Asset Management
11
Moloney Securities Asset Management
Missouri
USD 145 k +USD 139 k +10,000 Nuevas
Ladenburg Thalmann Financial Services
12
Ladenburg Thalmann Financial Services
Florida
USD 103 k +USD 24.9 k +1,784 +34%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
USD 34 k – – –
Creative Planning
14
Creative Planning
Kansas
USD 29 k – – –
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
USD 26 k – – –
Next Financial Group
16
Next Financial Group
Texas
USD 21 k – – –
MSI Financial Services
17
MSI Financial Services
Massachusetts
USD 19 k -USD 26.9 k -1,933 -59%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
USD 18 k +USD 17.1 k +1,226 Nuevas
Winslow Evans & Crocker
19
Winslow Evans & Crocker
Massachusetts
USD 17.9 k – – –
IFP Advisors
20
IFP Advisors
Florida
USD 13 k +USD 5.57 k +400 +81%
Advisor Group
21
Advisor Group
Arizona
USD 11 k -USD 25.8 k -1,851 -71%
Kanaly Trust
22
Kanaly Trust
Texas
USD 11 k +USD 10.2 k +734 Nuevas
Geneos Wealth Management
23
Geneos Wealth Management
Colorado
USD 9 k – – –
US Bancorp
24
US Bancorp
Minnesota
USD 3 k – – –
Horizon Kinetics
25
Horizon Kinetics
New York
– -USD 348 k -22,964 Cerradas
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