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 | 02/13/2026 | 1.22 M | $20.14 M | 42.71% | 2.53% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 946.15 K | $15.62 M | 1.13% | 1.96% |
| INVESCO LTD. | 02/19/2026 | 707.50 K | $11.68 M | -4.40% | 1.47% |
| COHEN & STEERS, INC. | 02/13/2026 | 572.30 K | $9.45 M | 0.00% | 1.19% |
| MORGAN STANLEY | 02/13/2026 | 563.70 K | $9.31 M | -2.14% | 1.17% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 508.75 K | $8.40 M | -2.16% | 1.06% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 500.72 K | $8.27 M | -14.83% | 1.04% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 380.52 K | $6.28 M | -5.13% | 0.79% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 369.32 K | $6.10 M | 8.85% | 0.77% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 340.25 K | $5.62 M | -9.35% | 0.71% |
| CSENGE ADVISORY GROUP | 02/06/2026 | 320.31 K | $5.29 M | 0.82% | 0.66% |
| LPL FINANCIAL LLC | 02/11/2026 | 307.42 K | $5.08 M | 2.03% | 0.64% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 258.85 K | $4.27 M | 84.98% | 0.54% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 222.74 K | $3.68 M | -9.86% | 0.46% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 222.51 K | $3.67 M | -3.26% | 0.46% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 176.57 K | $2.92 M | -33.81% | 0.37% |
| FIERA CAPITAL CORP | 02/11/2026 | 170.62 K | $2.82 M | 72.28% | 0.35% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 159.15 K | $2.63 M | -1.13% | 0.33% |
| ROYAL BANK OF CANADA | 02/17/2026 | 158.19 K | $2.61 M | 0.18% | 0.33% |
| GRIDIRON PARTNERS, LLC | 01/08/2026 | 150.53 K | $2.49 M | -69.08% | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 133.98 K | $2.21 M | 8.28% | 0.28% |
| SOWELL FINANCIAL SERVICES LLC | 01/21/2026 | 121.16 K | $2.00 M | -2.55% | 0.25% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 120.87 K | $2.00 M | 1.15% | 0.25% |
| ELEVATED CAPITAL ADVISORS, LLC | 01/27/2026 | 114.52 K | $1.89 M | -1.70% | 0.24% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 109.08 K | $1.80 M | 100.00% | 0.23% |
| UBS GROUP AG | 01/29/2026 | 94.81 K | $1.57 M | 0.85% | 0.20% |
| COLONY GROUP, LLC | 02/13/2026 | 88.46 K | $1.46 M | -3.17% | 0.18% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 81.63 K | $1.35 M | -2.67% | 0.17% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 76.82 K | $1.27 M | -0.57% | 0.16% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 73.89 K | $1.22 M | 1.24% | 0.15% |
| MCIA INC | 01/28/2026 | 63.83 K | $1.06 M | 0.70% | 0.13% |
| ATOMI FINANCIAL GROUP, INC. | 02/19/2026 | 63.44 K | $1.05 M | -1.31% | 0.13% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 59.03 K | $974.62 K | 0.00% | 0.12% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 55.78 K | $921.50 K | 7.10% | 0.12% |
| EVERSTAR ASSET MANAGEMENT, LLC | 02/05/2026 | 50.47 K | $812.65 K | 5.37% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 45.48 K | $751.00 K | 102.45% | 0.09% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 40.84 K | $674.30 K | 14.75% | 0.08% |
| LIDO ADVISORS, LLC | 02/10/2026 | 36.90 K | $623.16 K | 0.00% | 0.08% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 33.71 K | $556.47 K | 32.15% | 0.07% |
| WESTERN WEALTH MANAGEMENT, LLC | 02/05/2026 | 33.47 K | $552.58 K | -4.27% | 0.07% |
| STOLPER CO | 01/12/2026 | 33.25 K | $549.00 K | 2.88% | 0.07% |
| CEERA INVESTMENTS, LLC | 02/09/2026 | 32.24 K | $532.28 K | 3.07% | 0.07% |
| SEAMOUNT FINANCIAL GROUP INC | 01/26/2026 | 30.34 K | $500.89 K | 0.03% | 0.06% |
| SMITH, MOORE & CO. | 01/23/2026 | 28.24 K | $466.23 K | 16.26% | 0.06% |
| JACOBI CAPITAL MANAGEMENT LLC | 02/13/2026 | 27.12 K | $447.67 K | -1.63% | 0.06% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 26.23 K | $433.01 K | -12.98% | 0.05% |
| TITLEIST ASSET MANAGEMENT, LLC | 02/12/2026 | 25.28 K | $417.32 K | 0.00% | 0.05% |
| RMB CAPITAL MANAGEMENT, LLC | 02/17/2026 | 25.17 K | $415.52 K | 0.00% | 0.05% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 25.05 K | $414.00 K | -6.33% | 0.05% |
| WHITENER CAPITAL MANAGEMENT, INC. | 01/23/2026 | 23.79 K | $392.69 K | 0.00% | 0.05% |
Flaherty & Crumrine Preferred and Income Securities Fund Inc institutional Ownership - FAQ's
During the previous two years, 185 institutional investors and hedge funds held shares of Flaherty & Crumrine Preferred and Income Securities Fund Inc. The most heavily invested institutionals were:
Csenge Advisory Group: 333,238
COMMONWEALTH EQUITY SERVICES, LLC: 188,848
Gridiron Partners, LLC: 135,742
Sowell Financial Services LLC: 116,232
Elevated Capital Advisors, LLC: 114,130
ENVESTNET ASSET MANAGEMENT INC: 95,703
21.79% of Flaherty & Crumrine Preferred and Income Securities Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 14.20 M shares in the last 24 months. This purchase volume represents approximately $223.70 M in transactions.