Flaherty & Crumrine Preferred and Income Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 1.32 M | $14.76 M | 12.23% | 10.27% |
| 05/12/2026 | 441.36 K | $4.93 M | 100.00% | 3.43% | |
| MORGAN STANLEY | 05/15/2026 | 302.89 K | $3.39 M | 3.57% | 2.36% |
| FIERA CAPITAL CORP | 05/12/2026 | 171.42 K | $1.92 M | -4.68% | 1.33% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 157.65 K | $1.76 M | -2.24% | 1.23% |
| MGO ONE SEVEN LLC | 05/14/2026 | 143.68 K | $1.61 M | -12.19% | 1.12% |
| UBS GROUP AG | 05/05/2026 | 112.62 K | $1.26 M | -8.39% | 0.88% |
| LPL FINANCIAL LLC | 05/06/2026 | 109.89 K | $1.23 M | 22.67% | 0.86% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 96.16 K | $1.08 M | 12.17% | 0.75% |
| UMB BANK, N.A. | 05/11/2026 | 86.37 K | $965.65 K | 0.00% | 0.67% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 86.29 K | $964.74 K | 3.95% | 0.67% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 79.40 K | $887.66 K | 40.28% | 0.62% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 74.07 K | $828.05 K | -30.07% | 0.58% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 56.16 K | $627.92 K | 20.59% | 0.44% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 55.07 K | $644.63 K | 0.00% | 0.43% |
| ROYAL BANK OF CANADA | 05/15/2026 | 49.22 K | $550.00 K | -16.46% | 0.38% |
| PATHWAY FINANCIAL ADVISORS LLC | 04/08/2026 | 48.20 K | $541.72 K | 0.00% | 0.38% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 38.38 K | $429.12 K | -44.50% | 0.30% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 37.32 K | $417.22 K | -4.31% | 0.29% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 32.83 K | $367.02 K | -0.62% | 0.26% |
| BRIDGEWEALTH ADVISORY GROUP, LLC | 05/15/2026 | 25.59 K | $286.10 K | 0.00% | 0.20% |
| CARY STREET PARTNERS FINANCIAL LLC | 04/29/2026 | 22.74 K | $254.18 K | -1.73% | 0.18% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 19.89 K | $222.36 K | 100.00% | 0.15% |
| LONGVIEW WEALTH MANAGEMENT | 04/15/2026 | 17.67 K | $203.21 K | -13.59% | 0.14% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 17.50 K | $196.00 K | -5.41% | 0.14% |
| CREATIVEONE WEALTH, LLC | 05/15/2026 | 17.10 K | $191.18 K | 100.00% | 0.13% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 16.60 K | $185.59 K | 0.00% | 0.13% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 15.89 K | $177.64 K | 26.18% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 15.57 K | $174.05 K | 100.00% | 0.12% |
| SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC | 04/21/2026 | 14.35 K | $160.44 K | 0.00% | 0.11% |
| O'ROURKE & COMPANY, INC | 05/14/2026 | 13.68 K | $152.98 K | 3.19% | 0.11% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 13.04 K | $146.00 K | 0.00% | 0.10% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 11.62 K | $129.89 K | 0.34% | 0.09% |
| BLACKROCK, INC. | 05/13/2026 | 11.53 K | $128.94 K | 0.00% | 0.09% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 11.45 K | $128.05 K | 100.00% | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 11.06 K | $124.31 K | 0.00% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 10.40 K | $116.28 K | 1.24% | 0.08% |
| FIFTH THIRD BANCORP | 05/01/2026 | 8.81 K | $98.45 K | 100.00% | 0.07% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 6.36 K | $71.05 K | 17.58% | 0.05% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 6.19 K | $69.95 K | -5.86% | 0.05% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 3.90 K | $44.11 K | 0.00% | 0.03% |
| WHIPPLEWOOD ADVISORS, LLC | 04/30/2026 | 3.64 K | $40.71 K | 0.03% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 3.53 K | $39.47 K | 606.00% | 0.03% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 2.85 K | $31.86 K | 100.00% | 0.02% |
| WEBSTER BANK, N. A. | 04/17/2026 | 2.00 K | $22.36 K | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 1.43 K | $16.03 K | 0.00% | 0.01% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 360 | $4.03 K | 0.00% | 0.00% |
| US BANCORP \DE\ | 05/15/2026 | 300 | $3.35 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 250 | $2.80 K | 100.00% | 0.00% |
| RONALD BLUE TRUST, INC. | 04/20/2026 | 200 | $2.24 K | 0.00% | 0.00% |
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Flaherty & Crumrine Preferred and Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 76 institutional investors and hedge funds held shares of Flaherty & Crumrine Preferred and Income Fund Inc. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 1.32 M
MORGAN STANLEY: 302,890
Fiera Capital Corp: 171,420
BANK OF AMERICA CORP /DE/: 157,651
MGO ONE SEVEN LLC: 143,682
UBS Group AG: 112,617
29.60% of Flaherty & Crumrine Preferred and Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.30 M shares in the last 24 months. This purchase volume represents approximately $48.97 M in transactions.