Flaherty & Crumrine Preferred and Income Securities Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BARD ASSOCIATES INC | 05/08/2026 | 1.22 M | $18.84 M | -0.32% | 2.52% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 926.38 K | $14.35 M | -2.09% | 1.92% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 721.72 K | $11.18 M | 44.14% | 1.50% |
| INVESCO LTD. | 05/12/2026 | 678.37 K | $10.51 M | -4.12% | 1.41% |
| MORGAN STANLEY | 05/15/2026 | 674.49 K | $10.45 M | 19.66% | 1.40% |
| COHEN & STEERS, INC. | 05/15/2026 | 587.30 K | $9.10 M | 2.62% | 1.22% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 424.78 K | $6.58 M | 15.02% | 0.88% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 372.87 K | $5.78 M | -2.01% | 0.77% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 340.25 K | $5.27 M | 0.00% | 0.71% |
| CSENGE ADVISORY GROUP | 04/30/2026 | 333.24 K | $5.16 M | 4.04% | 0.69% |
| LPL FINANCIAL LLC | 05/06/2026 | 309.20 K | $4.79 M | 0.58% | 0.64% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 279.92 K | $4.34 M | 8.14% | 0.58% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 236.68 K | $3.67 M | 6.37% | 0.49% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 188.85 K | $2.93 M | -15.22% | 0.39% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 171.93 K | $2.66 M | -2.63% | 0.36% |
| FIERA CAPITAL CORP | 05/12/2026 | 162.19 K | $2.51 M | -4.94% | 0.34% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 161.78 K | $2.51 M | 1.65% | 0.34% |
| ROYAL BANK OF CANADA | 05/15/2026 | 150.41 K | $2.33 M | -4.92% | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 146.88 K | $2.28 M | 9.62% | 0.30% |
| GRIDIRON PARTNERS, LLC | 04/13/2026 | 135.74 K | $2.10 M | -9.82% | 0.28% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 121.15 K | $1.88 M | 0.24% | 0.25% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 116.23 K | $1.80 M | -4.07% | 0.24% |
| ELEVATED CAPITAL ADVISORS, LLC | 04/30/2026 | 114.13 K | $1.77 M | -0.34% | 0.24% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 108.42 K | $1.68 M | 100.00% | 0.23% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 95.70 K | $1.48 M | -81.19% | 0.20% |
| UBS GROUP AG | 05/05/2026 | 95.09 K | $1.47 M | 0.30% | 0.20% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 93.95 K | $1.46 M | 22.30% | 0.20% |
| COLONY GROUP, LLC | 05/15/2026 | 86.77 K | $1.34 M | -1.90% | 0.18% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 80.98 K | $1.25 M | -0.80% | 0.17% |
| TITLEIST ASSET MANAGEMENT, LLC | 04/30/2026 | 80.53 K | $1.25 M | 218.59% | 0.17% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 76.85 K | $1.19 M | 4.01% | 0.16% |
| MCIA INC | 05/11/2026 | 64.65 K | $1.04 M | 1.28% | 0.13% |
| ATOMI FINANCIAL GROUP, INC. | 05/14/2026 | 63.44 K | $982.61 K | 0.00% | 0.13% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 47.46 K | $741.34 K | -14.92% | 0.10% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 46.31 K | $717.37 K | 100.00% | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 45.56 K | $702.72 K | 11.56% | 0.09% |
| ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | 04/22/2026 | 44.94 K | $696.04 K | 100.00% | 0.09% |
| EVERSTAR ASSET MANAGEMENT, LLC | 04/16/2026 | 44.90 K | $695.50 K | -11.04% | 0.09% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 40.66 K | $629.85 K | 195.47% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 40.35 K | $625.00 K | -11.29% | 0.08% |
| SMITH, MOORE & CO. | 05/05/2026 | 39.29 K | $608.59 K | 39.13% | 0.08% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 38.26 K | $592.65 K | 13.51% | 0.08% |
| WESTERN WEALTH MANAGEMENT, LLC | 06/18/2026 | 32.80 K | $508.04 K | -2.01% | 0.07% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 32.05 K | $496.37 K | -70.62% | 0.07% |
| CEERA INVESTMENTS, LLC | 05/06/2026 | 30.25 K | $468.50 K | -6.19% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 29.76 K | $460.97 K | 100.00% | 0.06% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 29.60 K | $458.44 K | 100.00% | 0.06% |
| SEAMOUNT FINANCIAL GROUP INC | 04/24/2026 | 29.40 K | $455.35 K | -3.11% | 0.06% |
| JACOBI CAPITAL MANAGEMENT LLC | 05/14/2026 | 28.22 K | $437.05 K | 4.06% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 26.89 K | $417.00 K | 64.44% | 0.06% |
Flaherty & Crumrine Preferred and Income Securities Fund Inc institutional Ownership - FAQ's
During the previous two years, 180 institutional investors and hedge funds held shares of Flaherty & Crumrine Preferred and Income Securities Fund Inc. The most heavily invested institutionals were:
BARD ASSOCIATES INC: 1.22 M
WELLS FARGO & COMPANY/MN: 926,383
SIT INVESTMENT ASSOCIATES INC: 721,724
Invesco Ltd.: 678,373
MORGAN STANLEY: 674,494
COHEN & STEERS, INC.: 587,296
22.18% of Flaherty & Crumrine Preferred and Income Securities Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 14.56 M shares in the last 24 months. This purchase volume represents approximately $229.40 M in transactions.