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ícone de PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Morgan Stanley
1
Morgan Stanley
New York
US$ 1,77 mi +US$ 151 mil +10.869 +10%
Robinson Capital Management
2
Robinson Capital Management
Michigan
US$ 917 mil +US$ 882 mil +63.312 Nova
LPL Financial
3
LPL Financial
California
US$ 769 mil -US$ 587 mil -42.121 -44%
UBS Group
4
UBS Group
Switzerland
US$ 686 mil +US$ 46,7 mil +3.354 +8%
Bank of America
5
Bank of America
North Carolina
US$ 511 mil -US$ 37,2 mil -2.671 -7%
Wells Fargo
6
Wells Fargo
California
US$ 376 mil +US$ 162 mil +11.597 +81%
D.A. Davidson & Co
7
D.A. Davidson & Co
Montana
US$ 362 mil +US$ 4,18 mil +300 +1%
Covington Capital Management
8
Covington Capital Management
California
US$ 283 mil +US$ 25,1 mil +1.800 +10%
Private Advisor Group
9
Private Advisor Group
New Jersey
US$ 272 mil +US$ 4,36 mil +313 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
US$ 154 mil -US$ 69,9 mil -5.019 -32%
Moloney Securities Asset Management
11
Moloney Securities Asset Management
Missouri
US$ 145 mil +US$ 139 mil +10.000 Nova
Ladenburg Thalmann Financial Services
12
Ladenburg Thalmann Financial Services
Florida
US$ 103 mil +US$ 24,9 mil +1.784 +34%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
US$ 34 mil – – –
Creative Planning
14
Creative Planning
Kansas
US$ 29 mil – – –
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
US$ 26 mil – – –
Next Financial Group
16
Next Financial Group
Texas
US$ 21 mil – – –
MSI Financial Services
17
MSI Financial Services
Massachusetts
US$ 19 mil -US$ 26,9 mil -1.933 -59%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$ 18 mil +US$ 17,1 mil +1.226 Nova
Winslow Evans & Crocker
19
Winslow Evans & Crocker
Massachusetts
US$ 17,9 mil – – –
IFP Advisors
20
IFP Advisors
Florida
US$ 13 mil +US$ 5,57 mil +400 +81%
Advisor Group
21
Advisor Group
Arizona
US$ 11 mil -US$ 25,8 mil -1.851 -71%
Kanaly Trust
22
Kanaly Trust
Texas
US$ 11 mil +US$ 10,2 mil +734 Nova
Geneos Wealth Management
23
Geneos Wealth Management
Colorado
US$ 9 mil – – –
US Bancorp
24
US Bancorp
Minnesota
US$ 3 mil – – –
Horizon Kinetics
25
Horizon Kinetics
New York
– -US$ 348 mil -22.964 Encerrada
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