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 | 02/12/2026 | 1.18 M | $13.96 M | 8.48% | 9.15% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 441.36 K | $5.24 M | 0.00% | 3.43% |
| MORGAN STANLEY | 02/13/2026 | 292.44 K | $3.47 M | 14.54% | 2.28% |
| FIERA CAPITAL CORP | 02/11/2026 | 179.84 K | $2.13 M | 80.75% | 1.40% |
| MGO ONE SEVEN LLC | 02/03/2026 | 163.64 K | $1.94 M | -2.77% | 1.27% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 161.27 K | $1.91 M | -1.08% | 1.25% |
| UBS GROUP AG | 01/29/2026 | 122.94 K | $1.46 M | 0.83% | 0.96% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 105.92 K | $1.18 M | -1.00% | 0.82% |
| LPL FINANCIAL LLC | 02/11/2026 | 89.58 K | $1.06 M | 32.89% | 0.70% |
| UMB BANK, N.A. | 02/13/2026 | 86.37 K | $1.03 M | 0.00% | 0.67% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 85.73 K | $1.02 M | 12.92% | 0.67% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 83.01 K | $985.34 K | 0.76% | 0.65% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 69.16 K | $820.92 K | 32.14% | 0.54% |
| LIDO ADVISORS, LLC | 02/10/2026 | 66.88 K | $803.90 K | 0.00% | 0.52% |
| ROYAL BANK OF CANADA | 02/17/2026 | 58.91 K | $699.00 K | -4.23% | 0.46% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 56.60 K | $671.84 K | 56.35% | 0.44% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 55.07 K | $653.72 K | 0.12% | 0.43% |
| PATHWAY FINANCIAL ADVISORS LLC | 01/14/2026 | 48.20 K | $578.83 K | 0.00% | 0.38% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 46.57 K | $552.83 K | 28.20% | 0.36% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 39.00 K | $462.91 K | 1.10% | 0.30% |
| AQR ARBITRAGE LLC | 02/17/2026 | 35.60 K | $422.56 K | -41.33% | 0.28% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 33.03 K | $392.10 K | -1.26% | 0.26% |
| BRIDGEWEALTH ADVISORY GROUP, LLC | 02/04/2026 | 25.59 K | $303.76 K | -7.73% | 0.20% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/09/2026 | 23.14 K | $274.61 K | 58.08% | 0.18% |
| LONGVIEW WEALTH MANAGEMENT | 01/13/2026 | 20.45 K | $243.15 K | 0.00% | 0.16% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 18.50 K | $220.00 K | 0.00% | 0.14% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 16.60 K | $197.04 K | 0.00% | 0.13% |
| SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC | 02/02/2026 | 14.35 K | $170.35 K | 0.00% | 0.11% |
| O'ROURKE & COMPANY, INC | 01/28/2026 | 13.26 K | $157.40 K | 0.00% | 0.10% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 13.04 K | $155.00 K | 0.00% | 0.10% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 12.59 K | $149.47 K | 100.00% | 0.10% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 11.58 K | $137.45 K | 0.34% | 0.09% |
| BLACKROCK, INC. | 02/12/2026 | 11.53 K | $136.90 K | 0.00% | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 11.06 K | $132.83 K | 0.00% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 10.27 K | $121.95 K | 1.27% | 0.08% |
| COMERICA BANK | 01/29/2026 | 8.77 K | $104.12 K | 0.35% | 0.07% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 6.57 K | $77.72 K | 0.54% | 0.05% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 5.41 K | $64.16 K | 0.00% | 0.04% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 3.90 K | $46.29 K | 0.00% | 0.03% |
| WHIPPLEWOOD ADVISORS, LLC | 02/17/2026 | 3.64 K | $43.21 K | -2.47% | 0.03% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 02/13/2026 | 3.00 K | $35.61 K | 100.00% | 0.02% |
| WEBSTER BANK, N. A. | 01/23/2026 | 2.00 K | $23.74 K | 100.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 1.43 K | $17.01 K | 0.00% | 0.01% |
| IFP ADVISORS, INC | 02/06/2026 | 1.00 K | $11.87 K | -90.42% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 500 | $5.94 K | -33.33% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 360 | $4.27 K | 0.00% | 0.00% |
| US BANCORP \DE\ | 01/30/2026 | 300 | $3.56 K | 0.00% | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 02/09/2026 | 295 | $4.00 K | 0.00% | 0.00% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 200 | $2.37 K | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
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Flaherty & Crumrine Preferred and Income Fund Inc institutional Ownership - FAQ's
During the previous two years, 78 institutional investors and hedge funds held shares of Flaherty & Crumrine Preferred and Income Fund Inc. The most heavily invested institutionals were:
UBS Group AG: 112,617
Pathway Financial Advisors LLC: 48,196
Calamos Advisors LLC: 38,383
COMMONWEALTH EQUITY SERVICES, LLC: 37,319
CARY STREET PARTNERS FINANCIAL LLC: 22,735
LongView Wealth Management: 17,670
29.07% of Flaherty & Crumrine Preferred and Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.29 M shares in the last 24 months. This purchase volume represents approximately $48.81 M in transactions.