Flaherty & Crumrin Pre&inc FPFD
13F holders, Q1 2025 (March 31)48holders
8new positions
6sold out
$11.11avg. 13F price*
At the end of Q1 2025, 48 institutions reported holding Flaherty & Crumrin Pre&inc F (PFD) in their 13F filings, unchanged from Q4 2024. 8 opened new positions and 6 sold out. The largest holders were Sit Investment Associates Inc. ($4.7M), CIBC Private Wealth Group LLC ($4.6M) and Morgan Stanley ($2.8M).
- Company
- Flaherty & Crumrin Pre&inc F
- CUSIP
- 338480106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.3M |
| Exits | 6 | $992K |
All 13F filers, Q4 2024 → Q1 2025: 272,179 shares bought and 170,675 shares sold, net +101,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Sit Investment Associates Inc. | 0.11% | Add +18.4% | 420,011 | $4.7M |
| CIBC Private Wealth Group LLC | 0.01% | No change | 441,364 | $4.6M |
| Morgan Stanley | 0.00% | Add +3.5% | 246,225 | $2.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.7% | 170,768 | $1.9M |
| Bank of America Corp. | 0.00% | Add +31.2% | 141,545 | $1.6M |
| Matisse Capital | 0.80% | No change | 134,805 | $1.5M |
| UBS Group AG | 0.00% | Reduce -6.4% | 128,919 | $1.4M |
| Wells Fargo & Company | 0.00% | Reduce -0.7% | 126,186 | $1.4M |
| AQR Arbitrage LLC | 0.05% | Reduce -14.4% | 99,456 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -2.2% | 92,683 | $1.0M |
| UMB Bank, n.a. | 0.02% | No change | 86,373 | $969K |
| Osaic Holdings, Inc. | 0.00% | Add +4.4% | 83,538 | $937K |
| Smith Asset Management Co., LLC | 0.79% | Reduce -1.2% | 74,884 | $840K |
| Rivernorth Capital Management, LLC | 0.04% | New | 65,467 | $735K |
| Lido Advisors, LLC | 0.00% | Reduce -8.6% | 64,724 | $726K |
| Robinson Capital Management, LLC | 0.25% | No change | 55,008 | $617K |
| LPL Financial LLC | 0.00% | Add +16.8% | 44,941 | $504K |
| Cary Street Partners Financial LLC | 0.02% | Add +10.1% | 43,500 | $488K |
| Guggenheim Capital LLC | 0.00% | Add +76.5% | 35,814 | $402K |
| Pathway Financial Advisors LLC | 0.06% | Add +77.1% | 29,446 | $330K |
| LongView Wealth Management | 0.08% | No change | 22,780 | $256K |
| Wedbush Securities Inc. | 0.01% | No change | 20,500 | $230K |
| SFI Advisors, LLC | 0.17% | Reduce -62.1% | 20,267 | $227K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 19,243 | $216K |
| Wolverine Asset Management LLC | 0.02% | New | 18,635 | $209K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.0% | 16,600 | $186K |
| Poplar Forest Capital LLC | 0.03% | No change | 15,425 | $173K |
| IFP Advisors, Inc | 0.00% | Reduce -28.3% | 13,423 | $151K |
| Arlington Capital Management, Inc. | 0.11% | New | 13,409 | $150K |
| Centaurus Financial, Inc. | 0.01% | No change | 13,043 | $146K |
| Susquehanna International Group, LLP | 0.00% | Add +14.2% | 12,539 | $141K |
| O'ROURKE & COMPANY, Inc | 0.07% | New | 12,426 | $139K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 12,087 | $136K |
| BlackRock, Inc. | 0.00% | No change | 11,533 | $129K |
| Cetera Investment Advisers | 0.00% | Add +0.3% | 10,827 | $121K |
| Byrne Financial Freedom, LLC | 0.07% | No change | 10,600 | $119K |
| Comerica Bank | 0.00% | Add +0.3% | 8,681 | $97K |
| Sound Income Strategies, LLC | 0.00% | New | 6,472 | $73K |
| Noble Wealth Management PBC | 0.03% | Add +54.0% | 4,280 | $48K |
| FMR LLC | 0.00% | New | 1,709 | $19K |
| Elequin Capital, LP | 0.00% | New | 1,474 | $17K |
| Allworth Financial LP | 0.00% | No change | 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 |
| 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.