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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 2.63 M +USD 158 k +11,361 +7%
Federation des caisses Desjardins du Quebec
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 1.63 M -USD 29 k -2,083 -2%
Cohen & Steers
3
Cohen & Steers
New York
USD 1.53 M – – –
UBS Group
4
UBS Group
Switzerland
USD 1.03 M -USD 47.2 k -3,387 -5%
Invesco
5
Invesco
Georgia
USD 618 k -USD 8.28 k -594 -1%
Wells Fargo
6
Wells Fargo
California
USD 610 k +USD 273 k +19,598 +90%
PAS
7
Partnervest Advisory Services
California
USD 574 k -USD 199 k -14,303 -27%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
USD 475 k +USD 18.6 k +1,334 +4%
D.A. Davidson & Co
9
D.A. Davidson & Co
Montana
USD 445 k – – –
LPL Financial
10
LPL Financial
California
USD 426 k +USD 18 k +1,289 +5%
Bank of America
11
Bank of America
North Carolina
USD 253 k -USD 123 k -8,802 -34%
Ladenburg Thalmann Financial Services
12
Ladenburg Thalmann Financial Services
Florida
USD 249 k +USD 21.7 k +1,555 +10%
Private Advisor Group
13
Private Advisor Group
New Jersey
USD 247 k +USD 24 k +1,721 +11%
Covington Capital Management
14
Covington Capital Management
California
USD 222 k – – –
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
USD 213 k +USD 169 k +12,101 +511%
Curi RMB Capital
16
Curi RMB Capital
Illinois
USD 201 k +USD 1.44 k +103 +0.8%
Wedbush Securities
17
Wedbush Securities
California
USD 191 k +USD 181 k +12,970 Nuevas
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
USD 185 k +USD 13.6 k +975 +8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
USD 176 k +USD 5.58 k +400 +3%
Raymond James Financial Services Advisors
20
Raymond James Financial Services Advisors
Florida
USD 161 k -USD 13.3 k -952 -8%
Advisor Group
21
Advisor Group
Arizona
USD 137 k +USD 12.2 k +876 +10%
Next Financial Group
22
Next Financial Group
Texas
USD 84 k +USD 79.8 k +5,723 Nuevas
Capital Bank & Trust
23
Capital Bank & Trust
California
USD 80 k +USD 76 k +5,450 Nuevas
JPLA
24
Joseph P. Lucia & Associates
New York
USD 65 k +USD 61.3 k +4,400 Nuevas
Certified Advisory Corp
25
Certified Advisory Corp
Florida
USD 62 k +USD 976 +70 +2%
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