PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Overview Fund Activity

37 hedge funds and large institutions have $13M invested in Flaherty & Crumrine Preferred and Income Fund in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
37
Holders Change
-7
Holders Change %
-15.91%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
12
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.82M
2
CF
2
Centaurus Financial
California
$1.1M
3
DADC
3
D.A. Davidson & Co
Montana
$419K
4
SA
4
SFI Advisors
New Jersey
$504K
5
Invesco
5
Invesco
Georgia
$1.16M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
Wells Fargo
2
Wells Fargo
California
$150K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$776K
4
LPL Financial
4
LPL Financial
California
$459K
5
Northern Trust
5
Northern Trust
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APA
26
American Portfolios Advisors
New York
$65.9K 5,251 +658 +14%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$48K 3,856 +1,356 +54%
UB
28
UMB Bank
Missouri
$25K 2,000 – –
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$16K 1,290 – –
GWSG
30
GPS Wealth Strategies Group
Colorado
$16K 1,250 – –
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$14K 1,090 -879 -45%
WWM
32
Wolff Wiese Magana
California
$12K 996 – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$11K 851 – –
GWM
34
Geneos Wealth Management
Colorado
$8K 685 – –
US Bancorp
35
US Bancorp
Minnesota
$4K 300 – –
BTI
36
Blue Trust Inc
Georgia
$3K 200 +200 New
CA
37
CoreCap Advisors
Michigan
$3K 250 +250 New
WAM
38
Wolverine Asset Management
Illinois
– – -25,474 Closed
Northern Trust
39
Northern Trust
Illinois
– – -11,110 Closed
MFA
40
McClarren Financial Advisors
Pennsylvania
– – -8,573 Closed
PFS
41
Prospera Financial Services
Texas
– – -3,817 Closed
SW
42
SVB Wealth
Massachusetts
– – -3,326 Closed
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
– – -1,200 Closed
AA
44
Addison Advisors
Vermont
– – -921 Closed
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
– – -419 Closed
Fidelity Investments
46
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
1
2