PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

44 hedge funds and large institutions have $14.5M invested in Flaherty & Crumrine Preferred and Income Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
10
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$1.1M
2
WAM
2
Wolverine Asset Management
Illinois
$353K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.09M
4
WWM
4
Western Wealth Management
Colorado
$196K
5
CAN
5
Cetera Advisor Networks
California
$180K

Top Sellers

1
PWS
1
Private Wealth Strategies
Ohio
$823K
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$0
4
CW
4
CreativeOne Wealth
Kansas
$0
5
Wells Fargo
5
Wells Fargo
California
$423K
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
26
Belpointe Asset Management
Nevada
$144K 12,500 -1,558 -11%
MFA
27
McClarren Financial Advisors
Pennsylvania
$118K 8,573 +138 +2%
APA
28
American Portfolios Advisors
New York
$63.7K 4,593 -550 -11%
PFS
29
Prospera Financial Services
Texas
$53K 3,817 +3,817 New
SW
30
SVB Wealth
Massachusetts
$46K 3,326 – –
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$34K 2,500 – –
UB
32
UMB Bank
Missouri
$28K 2,000 -1,300 -39%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$27K 1,969 -454 -19%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$18K 1,290 – –
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$17K 1,200 – –
GWSG
36
GPS Wealth Strategies Group
Colorado
$17K 1,250 +1,250 New
WWM
37
Wolff Wiese Magana
California
$14K 996 – –
AA
38
Addison Advisors
Vermont
$13K 921 – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$12K 851 – –
GWM
40
Geneos Wealth Management
Colorado
$9K 685 -531 -44%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$5.81K 419 +7 +2%
US Bancorp
42
US Bancorp
Minnesota
$4K 300 – –
SA
43
SFI Advisors
New Jersey
$470 33,961 +33,961 New
Baird Financial Group
44
Baird Financial Group
Wisconsin
– – -13,608 Closed
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
– – -12,750 Closed
CW
46
CreativeOne Wealth
Kansas
– – -12,600 Closed
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
– – -1,500 Closed
AF
48
Advisornet Financial
Minnesota
– – -1,300 Closed
TRCT
49
Tower Research Capital (TRC)
New York
– – -1,116 Closed
SPIA
50
Steward Partners Investment Advisory
New York
– – -571 Closed
1
2
3