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 | 08/12/2026 | 1.46 M | $17.01 M | 10.75% | 11.38% |
| CIBC BANCORP USA INC. | 08/13/2026 | 441.36 K | $5.13 M | 0.00% | 3.43% |
| MORGAN STANLEY | 08/13/2026 | 297.51 K | $3.46 M | -1.78% | 2.31% |
| FIERA CAPITAL CORP | 08/07/2026 | 177.12 K | $2.06 M | 3.32% | 1.38% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 157.98 K | $1.84 M | 0.21% | 1.23% |
| MGO ONE SEVEN LLC | 07/31/2026 | 141.32 K | $1.64 M | -1.65% | 1.10% |
| UBS GROUP AG | 08/13/2026 | 115.97 K | $1.35 M | 2.97% | 0.90% |
| LPL FINANCIAL LLC | 08/07/2026 | 109.01 K | $1.27 M | -0.81% | 0.85% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 93.15 K | $1.08 M | -3.14% | 0.72% |
| UMB BANK, N.A. | 08/13/2026 | 86.37 K | $1.00 M | 0.00% | 0.67% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 85.43 K | $993.59 K | -1.00% | 0.66% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 72.67 K | $845.13 K | -1.89% | 0.57% |
| FIDUCIARY FINANCIAL ADVISORS | 08/14/2026 | 60.58 K | $704.57 K | 100.00% | 0.47% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 58.87 K | $684.63 K | 4.81% | 0.46% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 55.07 K | $640.50 K | 0.00% | 0.43% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 49.00 K | $569.92 K | -38.28% | 0.38% |
| PATHWAY FINANCIAL ADVISORS LLC | 07/06/2026 | 47.00 K | $544.21 K | -2.49% | 0.37% |
| ROYAL BANK OF CANADA | 08/14/2026 | 42.87 K | $499.00 K | -12.90% | 0.33% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 41.13 K | $478.28 K | 7.14% | 0.32% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 36.83 K | $428.32 K | -1.31% | 0.29% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 33.05 K | $384.35 K | 0.67% | 0.26% |
| BRIDGEWEALTH ADVISORY GROUP, LLC | 07/27/2026 | 25.59 K | $297.62 K | 0.00% | 0.20% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 23.20 K | $269.80 K | 35.67% | 0.18% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 22.65 K | $263.43 K | 42.56% | 0.18% |
| CARY STREET PARTNERS FINANCIAL LLC | 07/17/2026 | 20.08 K | $233.57 K | -11.66% | 0.16% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 18.05 K | $209.88 K | 57.57% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 17.46 K | $203.00 K | 100.00% | 0.14% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 17.30 K | $201.16 K | -13.03% | 0.13% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 16.80 K | $195.00 K | -4.00% | 0.13% |
| CITADEL ADVISORS LLC | 09/02/2026 | 16.71 K | $194.28 K | 100.00% | 0.13% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 16.60 K | $193.06 K | 0.00% | 0.13% |
| LONGVIEW WEALTH MANAGEMENT | 07/17/2026 | 15.31 K | $178.00 K | -13.38% | 0.12% |
| SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC | 07/29/2026 | 14.35 K | $166.90 K | 0.00% | 0.11% |
| O'ROURKE & COMPANY, INC | 08/14/2026 | 13.68 K | $159.13 K | 0.00% | 0.11% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 11.66 K | $135.59 K | 0.34% | 0.09% |
| BLACKROCK, INC. | 08/07/2026 | 11.53 K | $134.13 K | 0.00% | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 11.06 K | $127.63 K | 0.00% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 10.53 K | $122.50 K | 1.27% | 0.08% |
| FIFTH THIRD BANCORP | 08/05/2026 | 8.84 K | $102.82 K | 0.40% | 0.07% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 7.16 K | $83.24 K | 12.62% | 0.06% |
| CLEAR STREET GROUP INC. | 08/12/2026 | 6.43 K | $74.73 K | 8,950.70% | 0.05% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 3.90 K | $45.36 K | 0.00% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 3.53 K | $41.05 K | 0.00% | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 2.00 K | $23.26 K | 100.00% | 0.02% |
| WEBSTER BANK, N. A. | 07/20/2026 | 2.00 K | $23.26 K | 0.00% | 0.02% |
| WHIPPLEWOOD ADVISORS, LLC | 07/27/2026 | 1.50 K | $17.42 K | -58.86% | 0.01% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 1.43 K | $16.67 K | 0.00% | 0.01% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 1.00 K | $11.63 K | 100.00% | 0.01% |
| US BANCORP \DE\ | 08/12/2026 | 300 | $3.49 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 250 | $2.91 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, 77 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: 1.46 M
CIBC Bancorp USA Inc.: 441,364
MORGAN STANLEY: 297,511
Fiera Capital Corp: 177,117
BANK OF AMERICA CORP /DE/: 157,980
MGO ONE SEVEN LLC: 141,315
31.01% of Flaherty & Crumrine Preferred and Income Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 4.92 M shares in the last 24 months. This purchase volume represents approximately $56.06 M in transactions.