Flaherty & Crumrine PrefXFFCX
13F holders, Q1 2024 (March 31)115holders
1famous investor
$14.85avg. 13F price*
At the end of Q1 2024, 115 institutions reported holding Flaherty & Crumrine Pref Inc. (XFFCX) in their 13F filings. The largest holders were Morgan Stanley ($11.2M), Penserra Capital Management LLC ($11.1M) and Mangrove Partners Im, LLC ($9.8M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Flaherty & Crumrine Pref Inc.
- CUSIP
- 338478100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.0M |
| Exits | 15 | $4.7M |
Ownership 115 holders
| Morgan Stanley | 0.00% | Add +27.5% | 756,620 | $11.2M |
| Penserra Capital Management LLC | 0.14% | Add +169.0% | 746,732 | $11.1M |
| Mangrove Partners Im, LLC | 0.84% | Add +1.8% | 660,629 | $9.8M |
| Invesco Ltd. | 0.00% | Add +2.4% | 648,798 | $9.6M |
| AQR Arbitrage LLC | 0.38% | Add +19.7% | 484,410 | $7.2M |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 450,119 | $6.7M |
| Cohen & Steers, Inc. | 0.01% | No change | 324,190 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.6% | 260,747 | $3.9M |
| Wells Fargo & Company | 0.00% | Add +64.8% | 259,138 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.5% | 253,406 | $3.8M |
| LPL Financial LLC | 0.00% | Add +4.9% | 243,781 | $3.6M |
| Csenge Advisory Group | 0.20% | Add +0.2% | 238,742 | $3.5M |
| Landscape Capital Management, L.L.C. | 0.23% | Add +12.8% | 175,352 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Add +9.8% | 173,584 | $2.6M |
| Consolidated Portfolio Review Corp | 0.66% | Reduce -5.8% | 168,756 | $2.5M |
| PFG Investments, LLC | 0.14% | New | 160,863 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -39.7% | 155,900 | $2.3M |
| Raymond James & Associates | 0.00% | Add +1.9% | 148,591 | $2.2M |
| Gridiron Partners, LLC | 1.40% | Add +1.6% | 147,931 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.7% | 141,486 | $2.1M |
| Elevated Capital Advisors, LLC | 0.59% | Add +6.0% | 138,529 | $2.1M |
| Cetera Investment Advisers | 0.00% | New | 137,776 | $2.0M |
| Family Firm, Inc. | 0.46% | Reduce -4.8% | 127,757 | $1.9M |
| Sowell Financial Services LLC | 0.09% | Add +2.1% | 127,731 | $1.9M |
| UBS Group AG | 0.00% | Reduce -4.7% | 106,571 | $1.6M |
| Connectus Wealth, LLC | 0.04% | Reduce -8.7% | 92,940 | $1.4M |
| Park Avenue Securities LLC | 0.02% | Reduce -4.7% | 89,870 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +4.3% | 87,321 | $1.3M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +44.0% | 72,453 | $1.1M |
| Western Wealth Management, LLC | 0.08% | Reduce -13.9% | 66,597 | $989K |
| Mountain Capital Investment Advisors Inc. | 0.27% | Add +3.0% | 65,752 | $956K |
| Bard Associates Inc. | 0.30% | Reduce -0.2% | 56,818 | $844K |
| Baird Financial Group, Inc. | 0.00% | Add +27.6% | 53,873 | $800K |
| Boothbay Fund Management, LLC | 0.02% | Reduce -67.3% | 50,679 | $753K |
| Lido Advisors, LLC | 0.01% | No change | 47,495 | $705K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.3% | 46,835 | $696K |
| Rpo LLC | 1.01% | Reduce -85.8% | 46,141 | $685K |
| 1607 Capital Partners, LLC | 0.05% | Add +52.4% | 45,262 | $672K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.4% | 43,818 | $651K |
| Thrivent Financial for Lutherans | 0.00% | Add +7.9% | 43,188 | $641K |
| Seamount Financial Group Inc. | 0.47% | Reduce -16.1% | 36,297 | $539K |
| Flow State Investments, L.P. | 0.26% | Reduce -19.5% | 32,710 | $486K |
| Millennium Management | 0.00% | No change | 32,686 | $485K |
| Mgo One Seven LLC | 0.03% | Reduce -84.3% | 32,496 | $483K |
| Eschler Asset Management LLP | 0.29% | No change | 30,227 | $447K |
| Guggenheim Capital LLC | 0.00% | Add +52.1% | 29,581 | $439K |
| Wedbush Securities Inc. | 0.02% | Reduce -5.5% | 27,202 | $404K |
| Compound Planning, Inc. | 0.04% | Reduce -9.6% | 25,900 | $385K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.8% | 25,733 | $382K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.9% | 25,294 | $376K |
| Alpine Global Management, LLC | 0.09% | Add +8.7% | 25,000 | $371K |
| HighTower Advisors, LLC | 0.00% | Reduce -61.9% | 24,118 | $359K |
| Titleist Asset Management, LLC | 0.06% | No change | 23,467 | $348K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 22,200 | $330K |
| Sage Capital Advisors,llc | 0.09% | Add +1.7% | 21,929 | $326K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -19.1% | 21,373 | $317K |
| Advisory Services Network, LLC | 0.01% | Reduce -37.9% | 21,177 | $314K |
| Spire Wealth Management | 0.01% | Add +1.0% | 21,158 | $314K |
| Whitener Capital Management, Inc. | 0.09% | Add +10.9% | 19,380 | $288K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 18,076 | $268K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.6% | 16,640 | $247K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.7% | 16,460 | $244K |
| NewEdge Advisors, LLC | 0.00% | Add +8.0% | 15,786 | $234K |
| Stifel Financial Corp. | 0.00% | Reduce -24.4% | 15,763 | $234K |
| Tiemann Investment Advisors, LLC | 0.10% | Add +2.2% | 14,955 | $222K |
| XTX Topco Ltd | 0.03% | New | 14,638 | $217K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -8.1% | 14,624 | $217K |
| Integrated Capital Management, Inc. | 0.18% | Add +6.4% | 14,525 | $216K |
| US Bancorp \de | 0.00% | No change | 13,906 | $207K |
| International Assets Investment Management, LLC | 0.02% | Reduce -2.8% | 13,866 | $205K |
| DF Dent & Co. Inc. | 0.00% | Add +1.3% | 13,783 | $205K |
| Truist Financial Corp. | 0.00% | Reduce -86.7% | 13,587 | $202K |
| Jacobi Capital Management LLC | 0.02% | Add +9.1% | 13,195 | $196K |
| Evergreen Capital Management LLC | 0.01% | Add +8.7% | 12,550 | $186K |
| Prairie Wealth Advisors, Inc. | 0.09% | — | 12,300 | $183K |
| MML Investors Services, LLC | 0.00% | Add +1.3% | 11,937 | $177K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 11,773 | $175K |
| Cerity Partners LLC | 0.00% | No change | 11,220 | $167K |
| SFI Advisors, LLC | 0.12% | No change | 10,507 | $156K |
| Private Trust Co. NA | 0.02% | Add +47.1% | 10,445 | $155K |
| Nomura Holdings Inc. | 0.00% | Reduce -22.7% | 10,405 | $155K |
| Deutsche Bank AG | 0.00% | New | 10,159 | $151K |
| Capital Analysts, LLC | 0.01% | No change | 8,834 | $131K |
| Future Financial Wealth Managment LLC | 0.08% | New | 7,000 | $104K |
| Gilliland Jeter Wealth Management LLC | 0.04% | Reduce -35.8% | 6,758 | $100K |
| Comerica Bank | 0.00% | Add +42.8% | 5,292 | $79K |
| Parallel Advisors, LLC | 0.00% | No change | 5,160 | $77K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 5,000 | $74K |
| Chelsea Counsel Co. | 0.04% | Reduce -80.3% | 4,975 | $74K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.8% | 4,000 | $59K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -14.2% | 3,975 | $59K |
| IFP Advisors, Inc | 0.00% | New | 3,500 | $52K |
| Mather Group, Llc. | 0.00% | New | 3,689 | $51K |
| Allworth Financial LP | 0.00% | No change | 2,718 | $40K |
| North Star Investment Management Corp. | 0.00% | No change | 2,098 | $31K |
| Cwm, LLC | 0.00% | Add +2.1% | 1,660 | $25K |
| AlphaMark Advisors, LLC | 0.01% | Add +1.1% | 1,439 | $21K |
| Bank of New Hampshire | 0.00% | No change | 1,250 | $19K |
| Hollencrest Capital Management | 0.00% | No change | 1,110 | $16K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.3% | 856 | $13K |
"% of holder's portfolio" is XFFCX's weight in each manager's 13F, not the share of Flaherty & Crumrine Pref Inc. the manager owns.