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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
Sit Investment Associates
1
Sit Investment Associates
Minnesota
USD 6.43 M +USD 1.63 M +148,221 +35%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
USD 4.99 M – – –
Morgan Stanley
3
Morgan Stanley
New York
USD 2.82 M +USD 30.3 k +2,755 +1%
Raymond James Financial
4
Raymond James Financial
Florida
USD 2.01 M +USD 72.1 k +6,569 +4%
Bank of America
5
Bank of America
North Carolina
USD 1.75 M +USD 143 k +13,033 +9%
Matisse Capital
6
Matisse Capital
Oregon
USD 1.52 M – – –
UBS Group
7
UBS Group
Switzerland
USD 1.48 M +USD 25.2 k +2,292 +2%
AQR Arbitrage
8
AQR Arbitrage
Connecticut
USD 1.03 M -USD 92.6 k -8,435 -8%
Osaic Holdings
9
Osaic Holdings
Arizona
USD 1.02 M +USD 68.3 k +6,217 +7%
UMB Bank
10
UMB Bank
Missouri
USD 977 k – – –
Smith Asset Management
11
Smith Asset Management
Florida
USD 861 k +USD 13.7 k +1,248 +2%
Wells Fargo
12
Wells Fargo
California
USD 764 k -USD 644 k -58,598 -46%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
USD 761 k -USD 279 k -25,442 -27%
Lido Advisors
14
Lido Advisors
California
USD 744 k +USD 11.9 k +1,087 +2%
Wolverine Asset Management
15
Wolverine Asset Management
Illinois
USD 626 k +USD 404 k +36,748 +197%
Robinson Capital Management
16
Robinson Capital Management
Michigan
USD 622 k – – –
Rivernorth Capital Management
17
Rivernorth Capital Management
Florida
USD 591 k -USD 145 k -13,169 -20%
Pathway Financial Advisors
18
Pathway Financial Advisors
Vermont
USD 545 k +USD 206 k +18,750 +64%
Cary Street Partners
19
Cary Street Partners
Virginia
USD 507 k +USD 14.7 k +1,335 +3%
LPL Financial
20
LPL Financial
California
USD 473 k -USD 34.4 k -3,135 -7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 469 k +USD 244 k +22,246 +116%
Guggenheim Capital
22
Guggenheim Capital
Illinois
USD 397 k -USD 8.28 k -754 -2%
Bridgewealth Advisory Group
23
Bridgewealth Advisory Group
California
USD 314 k +USD 305 k +27,733 Nuevas
LongView Wealth Management
24
LongView Wealth Management
Georgia
USD 258 k – – –
Wedbush Securities
25
Wedbush Securities
California
USD 209 k -USD 22 k -2,000 -10%
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