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 | 08/12/2026 | 1.23 M | $19.99 M | 0.97% | 2.55% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 1.13 M | $18.36 M | 56.25% | 2.34% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 946.11 K | $15.40 M | 2.13% | 1.96% |
| MORGAN STANLEY | 08/13/2026 | 739.24 K | $12.03 M | 9.60% | 1.53% |
| INVESCO LTD. | 08/14/2026 | 685.90 K | $11.17 M | 1.11% | 1.42% |
| COHEN & STEERS, INC. | 08/14/2026 | 612.30 K | $9.97 M | 4.26% | 1.27% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 472.35 K | $7.69 M | 11.20% | 0.98% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 365.52 K | $5.95 M | -1.97% | 0.76% |
| CSENGE ADVISORY GROUP | 08/10/2026 | 322.02 K | $5.24 M | -3.37% | 0.67% |
| LPL FINANCIAL LLC | 08/07/2026 | 313.68 K | $5.11 M | 1.45% | 0.65% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 290.36 K | $4.73 M | 203.40% | 0.60% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 236.63 K | $3.85 M | -0.02% | 0.49% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 199.91 K | $3.25 M | -28.58% | 0.41% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 184.67 K | $3.01 M | -2.21% | 0.38% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 179.83 K | $2.93 M | 4.59% | 0.37% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 171.10 K | $2.79 M | -49.71% | 0.36% |
| GRIDIRON PARTNERS, LLC | 08/05/2026 | 171.00 K | $2.78 M | 25.97% | 0.35% |
| FIERA CAPITAL CORP | 08/07/2026 | 167.97 K | $2.73 M | 3.57% | 0.35% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 160.36 K | $2.61 M | -0.88% | 0.33% |
| ROYAL BANK OF CANADA | 08/14/2026 | 154.73 K | $2.52 M | 2.87% | 0.32% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 139.15 K | $2.27 M | -5.26% | 0.29% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 120.61 K | $1.96 M | -0.45% | 0.25% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 117.33 K | $1.91 M | 24.89% | 0.24% |
| ELEVATED CAPITAL ADVISORS, LLC | 08/03/2026 | 116.04 K | $1.89 M | 1.68% | 0.24% |
| SOWELL FINANCIAL SERVICES LLC | 07/20/2026 | 112.15 K | $1.83 M | -3.51% | 0.23% |
| UBS GROUP AG | 08/13/2026 | 98.88 K | $1.61 M | 3.98% | 0.21% |
| COLONY GROUP, LLC | 08/12/2026 | 86.67 K | $1.41 M | -0.12% | 0.18% |
| TITLEIST ASSET MANAGEMENT, LLC | 07/20/2026 | 80.53 K | $1.31 M | 0.00% | 0.17% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 79.92 K | $1.30 M | -1.32% | 0.17% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 74.92 K | $1.22 M | -2.52% | 0.16% |
| CEERA INVESTMENTS, LLC | 08/06/2026 | 73.73 K | $1.20 M | 143.78% | 0.15% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 72.32 K | $1.18 M | 77.85% | 0.15% |
| MCIA INC | 07/14/2026 | 64.48 K | $1.05 M | -0.26% | 0.13% |
| ATOMI FINANCIAL GROUP, INC. | 08/04/2026 | 63.14 K | $1.03 M | -0.47% | 0.13% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 50.30 K | $818.86 K | 10.39% | 0.10% |
| ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | 07/23/2026 | 44.94 K | $731.54 K | 0.00% | 0.09% |
| EVERSTAR ASSET MANAGEMENT, LLC | 08/03/2026 | 44.90 K | $730.97 K | 0.00% | 0.09% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 40.99 K | $667.37 K | 7.14% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 39.92 K | $650.00 K | -1.05% | 0.08% |
| SMITH, MOORE & CO. | 08/12/2026 | 38.47 K | $626.28 K | -2.09% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 38.19 K | $622.00 K | 42.02% | 0.08% |
| STOLPER CO | 07/14/2026 | 35.38 K | $576.00 K | 39.99% | 0.07% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 32.23 K | $524.72 K | -1.73% | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 30.96 K | $503.12 K | -34.77% | 0.06% |
| SEAMOUNT FINANCIAL GROUP INC | 07/24/2026 | 29.09 K | $473.56 K | -1.05% | 0.06% |
| JACOBI CAPITAL MANAGEMENT LLC | 07/31/2026 | 28.02 K | $456.08 K | -0.71% | 0.06% |
| WHITENER CAPITAL MANAGEMENT, INC. | 07/10/2026 | 25.59 K | $416.52 K | 3.23% | 0.05% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2026 | 25.17 K | $409.74 K | 0.00% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 24.99 K | $406.81 K | 56.64% | 0.05% |
| MARIDEA WEALTH MANAGEMENT LLC | 08/06/2026 | 23.67 K | $385.30 K | 31.25% | 0.05% |
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Flaherty & Crumrine Preferred and Income Securities Fund Inc institutional Ownership - FAQ's
During the previous two years, 186 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: 1.23 M
SIT INVESTMENT ASSOCIATES INC: 1.13 M
WELLS FARGO & COMPANY/MN: 946,105
MORGAN STANLEY: 739,237
Invesco Ltd.: 685,902
COHEN & STEERS, INC.: 612,296
23.08% of Flaherty & Crumrine Preferred and Income Securities Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 15.02 M shares in the last 24 months. This purchase volume represents approximately $236.54 M in transactions.