Flaherty & Crumrin Pre&inc FPFD
13F holders, Q2 2024 (June 30)46holders +3
6new positions
3sold out
$10.44avg. 13F price*
At the end of Q2 2024, 46 institutions reported holding Flaherty & Crumrin Pre&inc F (PFD) in their 13F filings, up 3 from Q1 2024. 6 opened new positions and 3 sold out. The largest holders were Sit Investment Associates Inc. ($3.7M), Morgan Stanley ($2.4M) and Bank of America Corp. ($2.3M).
- Company
- Flaherty & Crumrin Pre&inc F
- CUSIP
- 338480106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $581K |
| Exits | 3 | $168K |
All 13F filers, Q1 2024 → Q2 2024: 396,968 shares bought and 124,064 shares sold, net +272,904 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Sit Investment Associates Inc. | 0.09% | Add +23.2% | 358,682 | $3.7M |
| Morgan Stanley | 0.00% | Add +4.0% | 231,999 | $2.4M |
| Bank of America Corp. | 0.00% | Add +40.4% | 219,633 | $2.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -26.4% | 173,587 | $1.8M |
| UBS Group AG | 0.00% | Reduce -2.8% | 154,288 | $1.6M |
| AQR Arbitrage LLC | 0.07% | Add +22.9% | 153,234 | $1.6M |
| Matisse Capital | 0.72% | Add +564.1% | 140,368 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +67.0% | 120,168 | $1.3M |
| Wolverine Asset Management LLC | 0.11% | Reduce -11.5% | 112,483 | $1.2M |
| SFI Advisors, LLC | 0.73% | Add +0.9% | 90,274 | $942K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.4% | 83,663 | $873K |
| Private Wealth Strategies, L.L.C. | 0.14% | Add +1.7% | 68,628 | $716K |
| Robinson Capital Management, LLC | 0.21% | No change | 54,858 | $570K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -1.5% | 51,096 | $533K |
| Royal Bank of Canada | 0.00% | Reduce -7.8% | 50,980 | $532K |
| LPL Financial LLC | 0.00% | Add +0.6% | 37,961 | $396K |
| LongView Wealth Management | 0.10% | Reduce -8.1% | 25,432 | $266K |
| Pathway Financial Advisors LLC | 0.07% | New | 23,743 | $248K |
| Raymond James & Associates | 0.00% | Reduce -0.3% | 22,071 | $230K |
| IFP Advisors, Inc | 0.01% | Reduce -1.3% | 17,804 | $186K |
| D.A. Davidson & Co. | 0.00% | Reduce -18.0% | 17,775 | $186K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.8% | 17,341 | $181K |
| Poplar Forest Capital LLC | 0.02% | No change | 15,425 | $161K |
| Wedbush Securities Inc. | 0.01% | Reduce -9.3% | 15,449 | $161K |
| HighTower Advisors, LLC | 0.00% | New | 14,168 | $144K |
| Cooper Financial Group | 0.02% | Add +0.2% | 13,333 | $139K |
| Centaurus Financial, Inc. | 0.01% | Reduce -15.0% | 13,043 | $136K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.1% | 12,071 | $126K |
| SpiderRock Advisors, LLC | 0.00% | No change | 11,533 | $120K |
| First National Trust Co | 0.00% | New | 10,542 | $110K |
| Cetera Investment Advisers | 0.00% | Reduce -14.9% | 10,434 | $109K |
| Comerica Bank | 0.00% | Add +41.0% | 7,114 | $74K |
| Arrow Financial Corp | 0.00% | New | 3,867 | $40K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 3,359 | $35K |
| Pathway Financial Advisers, LLC | 0.01% | Reduce -10.6% | 3,360 | $35K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,250 | $13K |
| Wolff Wiese Magana LLC | 0.01% | No change | 996 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 750 | $8K |
| Bessemer Group Inc. | 0.00% | New | 400 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 360 | $4K |
| Principal Securities, Inc. | 0.00% | Reduce -68.1% | 332 | $3K |
| US Bancorp \de | 0.00% | No change | 300 | $3K |
| WR Wealth Planners, LLC | 0.00% | No change | 291 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 200 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 200 | $2K |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -99.7% | 20 | $75 |
"% of holder's portfolio" is PFD's weight in each manager's 13F, not the share of Flaherty & Crumrin Pre&inc F the manager owns.