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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 1.8 M +USD 230 k +16,405 +14%
Federation des caisses Desjardins du Quebec
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 1.72 M +USD 501 k +35,749 +39%
Wolverine Asset Management
3
Wolverine Asset Management
Illinois
USD 847 k +USD 873 k +62,361 Nuevas
Invesco
4
Invesco
Georgia
USD 835 k -USD 47.6 k -3,400 -5%
UBS Group
5
UBS Group
Switzerland
USD 808 k -USD 89.8 k -6,413 -10%
LPL Financial
6
LPL Financial
California
USD 548 k -USD 27.1 k -1,938 -5%
Bank of America
7
Bank of America
North Carolina
USD 411 k -USD 127 k -9,048 -23%
D.A. Davidson & Co
8
D.A. Davidson & Co
Montana
USD 353 k – – –
Curi RMB Capital
9
Curi RMB Capital
Illinois
USD 276 k +USD 86 k +6,141 +43%
Ladenburg Thalmann Financial Services
10
Ladenburg Thalmann Financial Services
Florida
USD 261 k +USD 33.9 k +2,421 +14%
Covington Capital Management
11
Covington Capital Management
California
USD 251 k -USD 140 k -10,000 -35%
Creative Planning
12
Creative Planning
Kansas
USD 200 k +USD 4.2 k +300 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
USD 173 k +USD 178 k +12,734 Nuevas
Wells Fargo
14
Wells Fargo
California
USD 168 k +USD 13.4 k +957 +8%
HighTower Advisors
15
HighTower Advisors
Illinois
USD 168 k +USD 174 k +12,459 Nuevas
Robinson Capital Management
16
Robinson Capital Management
Michigan
USD 95 k +USD 98 k +7,000 Nuevas
Certified Advisory Corp
17
Certified Advisory Corp
Florida
USD 72 k +USD 1.27 k +91 +2%
Ruggie Capital Group
18
Ruggie Capital Group
Florida
USD 68 k – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
USD 45 k -USD 4.76 k -340 -9%
Litman Gregory Wealth Management
20
Litman Gregory Wealth Management
California
USD 45 k +USD 46.2 k +3,300 Nuevas
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
USD 39 k +USD 126 +9 +0.3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
USD 32 k – – –
Citigroup
23
Citigroup
New York
USD 27 k – – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
USD 24 k – – –
Geneos Wealth Management
25
Geneos Wealth Management
Colorado
USD 16 k +USD 7.42 k +530 +80%
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