We are live on ! Find out more
PFD

Flaherty & Crumrine Preferred and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$14.8M +$1.69M +143,861 +12%
CBU
2
CIBC Bancorp USA
Illinois
$4.93M +$5.18M +441,364 New
Morgan Stanley
3
Morgan Stanley
New York
$3.39M +$123K +10,452 +4%
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.92M -$98.8K -8,418 -5%
Bank of America
5
Bank of America
North Carolina
$1.76M -$42.4K -3,617 -2%
MOS
6
MGO One Seven
Ohio
$1.61M -$234K -19,954 -12%
UBS Group
7
UBS Group
Switzerland
$1.26M -$121K -10,318 -8%
LPL Financial
8
LPL Financial
California
$1.23M +$238K +20,312 +23%
Wells Fargo
9
Wells Fargo
California
$1.08M +$122K +10,433 +12%
UB
10
UMB Bank
Missouri
$966K
Osaic Holdings
11
Osaic Holdings
Arizona
$965K +$38.5K +3,281 +4%
1CP
12
1607 Capital Partners
Virginia
$888K +$267K +22,797 +40%
SAM
13
Smith Asset Management
Florida
$828K -$374K -31,853 -30%
RCM
14
Robinson Capital Management
Michigan
$645K
Raymond James Financial
15
Raymond James Financial
Florida
$628K +$113K +9,590 +21%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$550K -$114K -9,695 -16%
PFA
17
Pathway Financial Advisors
Vermont
$542K
Calamos Advisors
18
Calamos Advisors
Illinois
$429K -$361K -30,776 -45%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$417K -$19.7K -1,680 -4%
GC
20
Guggenheim Capital
Illinois
$367K -$2.4K -205 -0.6%
BAG
21
Bridgewealth Advisory Group
California
$286K
CSP
22
Cary Street Partners
Virginia
$254K -$4.69K -400 -2%
BPA
23
Beacon Pointe Advisors
California
$222K +$233K +19,889 New
LWM
24
LongView Wealth Management
Georgia
$203K -$32.6K -2,780 -14%
WS
25
Wedbush Securities
California
$196K -$11.7K -1,000 -5%