Flaherty & Crumrin Pre&inc FPFD
13F holders, Q3 2024 (September 30)45holders −1
5new positions
5sold out
$11.94avg. 13F price*
At the end of Q3 2024, 45 institutions reported holding Flaherty & Crumrin Pre&inc F (PFD) in their 13F filings, down 1 from Q2 2024. 5 opened new positions and 5 sold out. The largest holders were CIBC Private Wealth Group LLC ($5.3M), Sit Investment Associates Inc. ($3.8M) and Morgan Stanley ($3.0M).
- Company
- Flaherty & Crumrin Pre&inc F
- CUSIP
- 338480106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $6.2M |
| Exits | 5 | $1.2M |
All 13F filers, Q2 2024 → Q3 2024: 618,377 shares bought and 404,731 shares sold, net +213,646 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| CIBC Private Wealth Group LLC | 0.01% | New | 441,364 | $5.3M |
| Sit Investment Associates Inc. | 0.08% | Reduce -11.6% | 317,076 | $3.8M |
| Morgan Stanley | 0.00% | Add +8.5% | 251,751 | $3.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -7.4% | 160,693 | $1.9M |
| UBS Group AG | 0.00% | Add +0.7% | 155,361 | $1.9M |
| Matisse Capital | 0.81% | Reduce -0.2% | 140,108 | $1.7M |
| AQR Arbitrage LLC | 0.07% | Reduce -12.4% | 134,281 | $1.6M |
| Wells Fargo & Company | 0.00% | Add +10.2% | 132,457 | $1.6M |
| Bank of America Corp. | 0.00% | Reduce -45.6% | 119,498 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +106.4% | 105,214 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.3% | 80,926 | $967K |
| Robinson Capital Management, LLC | 0.23% | Add +0.3% | 55,008 | $657K |
| LPL Financial LLC | 0.00% | Add +6.5% | 40,435 | $483K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 34,000 | $406K |
| LongView Wealth Management | 0.09% | Reduce -10.4% | 22,780 | $272K |
| Raymond James & Associates | 0.00% | Add +0.1% | 22,087 | $264K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -58.1% | 21,384 | $256K |
| Wedbush Securities Inc. | 0.01% | Add +35.6% | 20,949 | $250K |
| SFI Advisors, LLC | 0.16% | Reduce -78.9% | 19,073 | $228K |
| IFP Advisors, Inc | 0.01% | Add +3.9% | 18,492 | $221K |
| D.A. Davidson & Co. | 0.00% | Reduce -2.7% | 17,300 | $207K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.5% | 17,250 | $206K |
| Pathway Financial Advisors LLC | 0.05% | Reduce -28.7% | 16,920 | $202K |
| Susquehanna International Group, LLP | 0.00% | New | 16,520 | $197K |
| Cooper Financial Group | 0.02% | Add +17.7% | 15,689 | $187K |
| Poplar Forest Capital LLC | 0.03% | No change | 15,425 | $184K |
| HighTower Advisors, LLC | 0.00% | Add +2.4% | 14,506 | $166K |
| Centaurus Financial, Inc. | 0.01% | No change | 13,043 | $156K |
| Bridgewealth Advisory Group, LLC | 0.06% | New | 13,045 | $156K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 12,087 | $144K |
| SpiderRock Advisors, LLC | 0.00% | No change | 11,533 | $138K |
| Comerica Bank | 0.00% | Add +57.1% | 11,178 | $134K |
| First National Trust Co | 0.00% | No change | 10,542 | $126K |
| Cetera Investment Advisers | 0.00% | Add +0.3% | 10,463 | $125K |
| Ellis Investment Partners, LLC | 0.02% | New | 10,442 | $125K |
| Arrow Financial Corp | 0.00% | No change | 3,867 | $46K |
| Pathway Financial Advisers, LLC | 0.02% | Reduce -0.1% | 3,358 | $40K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,250 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 750 | $9K |
| Bessemer Group Inc. | 0.00% | Add +6.8% | 427 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 360 | $4K |
| US Bancorp \de | 0.00% | No change | 300 | $4K |
| WR Wealth Planners, LLC | 0.00% | No change | 291 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 200 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 200 | $2K |
"% 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.