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 %
Morgan Stanley
1
Morgan Stanley
New York
$2.82M 224,387 +34,692 +18%
Invesco
2
Invesco
Georgia
$1.16M 92,562 +5,334 +6%
CF
3
Centaurus Financial
California
$1.1M 87,936 +8,800 +11%
UBS Group
4
UBS Group
Switzerland
$1.1M 87,829 -2,427 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$776K 61,834 -16,389 -21%
PWS
6
Private Wealth Strategies
Ohio
$760K 60,539 +1,125 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$654K 52,149 -1,047 -2%
SA
8
SFI Advisors
New Jersey
$504K 40,199 +6,238 +18%
LPL Financial
9
LPL Financial
California
$459K 36,546 -13,200 -27%
DADC
10
D.A. Davidson & Co
Montana
$419K 33,357 +7,357 +28%
PWPS
11
Pinnacle Wealth Planning Services
Ohio
$351K 28,000 – –
Bank of America
12
Bank of America
North Carolina
$327K 26,102 -2,814 -10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$256K 20,421 -828 -4%
RJA
14
Raymond James & Associates
Florida
$250K 19,929 +2,269 +13%
WS
15
Wedbush Securities
California
$242K 19,268 +3 +0%
CCM
16
Covington Capital Management
California
$187K 14,900 – –
GC
17
Guggenheim Capital
Illinois
$182K 14,478 -2,021 -12%
SWMP
18
Signature Wealth Management Partners
New Jersey
$180K 14,351 – –
NA
19
NewEdge Advisors
Louisiana
$179K 14,250 +3,400 +31%
CAN
20
Cetera Advisor Networks
California
$173K 13,760 +760 +6%
WWM
21
Western Wealth Management
Colorado
$163K 12,880 -1,320 -9%
Wells Fargo
22
Wells Fargo
California
$150K 11,910 -18,616 -61%
APG
23
Abacus Planning Group
South Carolina
$138K 10,957 – –
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$128K 10,211 -830 -8%
BAM
25
Belpointe Asset Management
Nevada
$102K 10,703 -1,797 -14%
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