We are live on ! Find out more
PFD

Flaherty & Crumrine Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.64M +$255 +17 +0%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.35M +$558K +37,134 +71%
UBS Group
3
UBS Group
Switzerland
$991K -$13.2K -880 -1%
Invesco
4
Invesco
Georgia
$864K -$8.5K -566 -1%
RCM
5
Robinson Capital Management
Michigan
$689K +$571K +38,034 +510%
LPL Financial
6
LPL Financial
California
$640K +$223K +14,826 +54%
Bank of America
7
Bank of America
North Carolina
$474K -$54.2K -3,608 -10%
Wells Fargo
8
Wells Fargo
California
$460K -$137K -9,146 -23%
CCM
9
Covington Capital Management
California
$432K +$135K +9,000 +46%
DADC
10
D.A. Davidson & Co
Montana
$393K +$10.5K +700 +3%
PAG
11
Private Advisor Group
New Jersey
$276K +$10.1K +671 +4%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$220K +$111K +7,375 +103%
CRC
13
Curi RMB Capital
Illinois
$212K +$2.67K +178 +1%
NCM
14
Noesis Capital Mangement
Florida
$209K +$11.3K +750 +6%
AIA
15
Allegis Investment Advisors
Idaho
$198K +$243K +16,154 New
Creative Planning
16
Creative Planning
Kansas
$161K -$2.67K -178 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$155K -$2.7K -180 -2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$104K +$67.6K +4,500 +190%
RCG
19
Ruggie Capital Group
Florida
$76K
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43K -$1.95K -130 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$38K +$150 +10 +0.4%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$28K
Citigroup
23
Citigroup
New York
$27K +$27K +1,800 New
IA
24
IFP Advisors
Florida
$14K
AG
25
Advisor Group
Arizona
$11K +$180 +12 +2%