PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

44 hedge funds and large institutions have $19.3M invested in Flaherty & Crumrine Preferred and Income Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAFM
1
Mid Atlantic Financial Management
Pennsylvania
$290K
2
WAM
2
Wolverine Asset Management
Illinois
$244K
3
CW
3
CreativeOne Wealth
Kansas
$542K
4
CAN
4
Cetera Advisor Networks
California
$214K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$875K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.79M
2
GC
2
Guggenheim Capital
Illinois
$0
3
CCA
3
Cadent Capital Advisors
Oklahoma
$551K
4
VBCG
4
Valley Brook Capital Group
Pennsylvania
$0
5
CAC
5
Certified Advisory Corp
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NFSG
26
Newbridge Financial Services Group
Florida
$109K 6,555 +625 +11%
WLPWM
27
Walled Lake Planning & Wealth Management
Illinois
$104K 6,236 – –
SW
28
SVB Wealth
Massachusetts
$65K 3,904 – –
APA
29
American Portfolios Advisors
New York
$43.5K 2,607 +1,080 +71%
AF
30
Advisornet Financial
Minnesota
$42K 2,500 – –
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$41K 2,500 – –
ASN
32
Advisory Services Network
Georgia
$41K 2,482 +2,482 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$35K 2,120 +15 +0.7%
GRP
34
Global Retirement Partners
California
$31K 1,875 – –
RCA
35
Ranch Capital Advisors
Florida
$29K 1,750 – –
NFG
36
Next Financial Group
Texas
$28K 1,706 +437 +34%
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$25K 1,500 – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$22K 1,290 – –
WWM
39
Wolff Wiese Magana
California
$17K 996 – –
AA
40
Addison Advisors
Vermont
$15K 921 +921 New
GWM
41
Geneos Wealth Management
Colorado
$11K 685 – –
Citigroup
42
Citigroup
New York
$11K 675 – –
US Bancorp
43
US Bancorp
Minnesota
$5K 300 – –
BMD
44
Better Money Decisions
New Mexico
$3K 200 +200 New
GC
45
Guggenheim Capital
Illinois
– – -13,159 Closed
VBCG
46
Valley Brook Capital Group
Pennsylvania
– – -5,000 Closed
CAC
47
Certified Advisory Corp
Florida
– – -4,693 Closed
FF
48
FourThought Financial
Florida
– – -350 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
1
2