Flaherty & Crumrin Pre&inc FPFD
13F holders, Q4 2024 (December 31)48holders +3
7new positions
6sold out
$11.24avg. 13F price*
At the end of Q4 2024, 48 institutions reported holding Flaherty & Crumrin Pre&inc F (PFD) in their 13F filings, up 3 from Q3 2024. 7 opened new positions and 6 sold out. The largest holders were CIBC Private Wealth Group LLC ($4.9M), Sit Investment Associates Inc. ($4.0M) and Morgan Stanley ($2.7M).
- Company
- Flaherty & Crumrin Pre&inc F
- CUSIP
- 338480106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.5M |
| Exits | 6 | $1.1M |
All 13F filers, Q3 2024 → Q4 2024: 313,569 shares bought and 184,123 shares sold, net +129,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| CIBC Private Wealth Group LLC | 0.01% | No change | 441,364 | $4.9M |
| Sit Investment Associates Inc. | 0.09% | Add +11.9% | 354,898 | $4.0M |
| Morgan Stanley | 0.00% | Reduce -5.5% | 237,967 | $2.7M |
| Raymond James Financial Inc. | 0.00% | — | 181,175 | $2.0M |
| UBS Group AG | 0.00% | Reduce -11.4% | 137,684 | $1.5M |
| Matisse Capital | 0.77% | Reduce -3.8% | 134,805 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -4.1% | 127,048 | $1.4M |
| AQR Arbitrage LLC | 0.05% | Reduce -13.5% | 116,171 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -9.7% | 107,863 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -9.9% | 94,771 | $1.1M |
| UMB Bank, n.a. | 0.02% | New | 86,373 | $971K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.1% | 80,001 | $899K |
| Smith Asset Management Co., LLC | 0.83% | — | 75,819 | $852K |
| Lido Advisors, LLC | 0.01% | New | 70,814 | $796K |
| Robinson Capital Management, LLC | 0.25% | No change | 55,008 | $618K |
| SFI Advisors, LLC | 0.42% | Add +180.1% | 53,428 | $601K |
| Cary Street Partners Financial LLC | 0.01% | — | 39,500 | $444K |
| LPL Financial LLC | 0.00% | Reduce -4.8% | 38,483 | $433K |
| Bridgewealth Advisory Group, LLC | 0.09% | Add +112.6% | 27,733 | $316K |
| Stifel Financial Corp. | 0.00% | New | 27,292 | $307K |
| LongView Wealth Management | 0.08% | No change | 22,780 | $256K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.1% | 20,500 | $230K |
| Guggenheim Capital LLC | 0.00% | New | 20,288 | $228K |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.1% | 19,169 | $215K |
| IFP Advisors, Inc | 0.01% | Add +1.3% | 18,726 | $210K |
| D.A. Davidson & Co. | 0.00% | No change | 17,300 | $194K |
| Pathway Financial Advisors LLC | 0.04% | Reduce -1.7% | 16,627 | $187K |
| Poplar Forest Capital LLC | 0.03% | No change | 15,425 | $173K |
| Centaurus Financial, Inc. | 0.01% | No change | 13,043 | $147K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 12,087 | $136K |
| BlackRock, Inc. | 0.00% | New | 11,533 | $130K |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.5% | 10,979 | $123K |
| Cetera Investment Advisers | 0.00% | Add +3.2% | 10,797 | $121K |
| Byrne Financial Freedom, LLC | 0.05% | — | 10,600 | $119K |
| First National Trust Co | 0.00% | No change | 10,542 | $118K |
| Ellis Investment Partners, LLC | 0.02% | Reduce -1.9% | 10,240 | $115K |
| Comerica Bank | 0.00% | Reduce -22.6% | 8,651 | $97K |
| Pathway Financial Advisers, LLC | 0.03% | Add +88.6% | 6,332 | $97K |
| McClarren Financial Advisors, Inc. | 0.11% | New | 3,510 | $39K |
| Noble Wealth Management PBC | 0.02% | — | 2,780 | $31K |
| Allworth Financial LP | 0.00% | New | 1,433 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,250 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 750 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 360 | $4K |
| US Bancorp \de | 0.00% | No change | 300 | $3K |
| 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.