Flaherty & Crumrine PrefXFFCX

13F holders, Q2 2024 (June 30)
108holders −7
7new positions
13sold out
1famous investor
$14.73avg. 13F price*

At the end of Q2 2024, 108 institutions reported holding Flaherty & Crumrine Pref Inc. (XFFCX) in their 13F filings, down 7 from Q1 2024. 7 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($13.3M), Penserra Capital Management LLC ($11.3M) 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

050100150 Q1 2024: 115Q1 2024Q2 2024: 108Q2 2024Q3 2024: 110Q3 2024Q4 2024: 118Q4 2024Q1 2025: 114Q1 2025Q2 2025: 112Q2 2025Q3 2025: 115Q3 2025Q4 2025: 112Q4 2025Q1 2026: 118Q1 2026Q2 2026: 110Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions7$2.9M
Exits13$4.4M

All 13F filers, Q1 2024 → Q2 2024: 792,315 shares bought and 614,957 shares sold, net +177,358 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 108 holders

Morgan Stanley 0.00% Add +18.4% 896,160 $13.3M
Penserra Capital Management LLC 0.14% Add +2.3% 763,703 $11.3M
Mangrove Partners Im, LLC 0.89% No change 660,629 $9.8M
Invesco Ltd. 0.00% Add +0.6% 652,486 $9.7M
AQR Arbitrage LLC 0.37% Add +12.9% 546,945 $8.0M
Bank of America Corp. 0.00% Add +0.4% 451,849 $6.7M
Cohen & Steers, Inc. 0.01% Add +26.8% 411,190 $6.1M
LPL Financial LLC 0.00% Add +28.4% 313,097 $4.6M
Ameriprise Financial Inc. 0.00% Add +8.1% 273,928 $4.1M
Wells Fargo & Company 0.00% Add +5.8% 274,051 $4.1M
Csenge Advisory Group 0.22% Add +8.4% 258,862 $3.8M
Commonwealth Equity Services, LLC 0.01% Reduce -1.1% 257,888 $3.8M
Envestnet Asset Management Inc. 0.00% Add +20.1% 169,978 $2.5M
Landscape Capital Management, L.L.C. 0.20% Reduce -7.4% 162,332 $2.4M
Raymond James & Associates 0.00% Add +3.6% 153,998 $2.3M
Gridiron Partners, LLC 1.39% No change 147,931 $2.2M
Royal Bank of Canada 0.00% Reduce -7.4% 144,352 $2.1M
Elevated Capital Advisors, LLC 0.57% Reduce -0.8% 137,372 $2.0M
Cetera Investment Advisers 0.00% Reduce -4.4% 131,688 $1.9M
Sowell Financial Services LLC 0.09% Reduce -0.9% 126,581 $1.9M
Family Firm, Inc. 0.42% Reduce -1.3% 126,148 $1.9M
UBS Group AG 0.00% Reduce -1.9% 104,538 $1.5M
Focus Partners Wealth 0.00% New 92,940 $1.4M
Park Avenue Securities LLC 0.02% Add +1.3% 90,991 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -47.8% 90,557 $1.3M
Hennion & Walsh Asset Management, Inc. 0.07% Add +23.7% 89,631 $1.3M
Federation des caisses Desjardins du Quebec 0.01% Add +1.4% 88,518 $1.3M
Mountain Capital Investment Advisors Inc. 0.25% Add +1.5% 66,760 $991K
Consolidated Portfolio Review Corp 0.22% Reduce -63.0% 62,504 $924K
Baird Financial Group, Inc. 0.00% Add +5.0% 56,570 $837K
Wealth Enhancement Advisory Services, LLC 0.00% Add +19.9% 56,160 $831K
Bard Associates Inc. 0.31% Reduce -4.9% 54,018 $799K
Western Wealth Management, LLC 0.05% Reduce -26.0% 49,272 $729K
1607 Capital Partners, LLC 0.06% Add +5.1% 47,566 $704K
Lido Advisors, LLC 0.01% Reduce -1.3% 46,895 $694K
Thrivent Financial for Lutherans 0.00% Add +5.3% 45,483 $673K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.9% 39,916 $590K
Guggenheim Capital LLC 0.00% Add +27.5% 37,722 $558K
Flow State Investments, L.P. 0.30% Add +13.1% 36,999 $547K
Seamount Financial Group Inc. 0.44% No change 36,297 $537K
Logan Stone Capital, LLC 0.12% New 31,223 $462K
Wedbush Securities Inc. 0.01% Reduce -2.0% 26,657 $394K
Sage Capital Advisors,llc 0.11% Add +19.2% 26,143 $387K
Kestra Advisory Services, LLC 0.00% Add +58.1% 26,020 $385K
Atria Wealth Solutions, Inc. 0.00% Add +0.0% 25,740 $381K
Compound Planning, Inc. 0.03% Reduce -1.9% 25,400 $376K
Walleye Capital LLC 0.00% New 25,100 $371K
Alpine Global Management, LLC 0.07% No change 25,000 $370K
Whitener Capital Management, Inc. 0.11% Add +27.9% 24,780 $366K
Stifel Financial Corp. 0.00% Add +54.6% 24,368 $360K
Susquehanna International Group, LLP 0.00% Reduce -4.6% 24,128 $357K
Millennium Management 0.00% Reduce -26.2% 24,109 $357K
Titleist Asset Management, LLC 0.05% No change 23,467 $347K
HighTower Advisors, LLC 0.00% Reduce -4.0% 23,158 $343K
Raymond James Financial Services Advisors, Inc. 0.00% Add +6.9% 22,857 $338K
PNC Financial Services Group, Inc. 0.00% No change 22,200 $328K
Mgo One Seven LLC 0.01% Reduce -38.8% 19,876 $294K
NewEdge Advisors, LLC 0.00% Add +23.9% 19,562 $289K
Spire Wealth Management 0.01% Reduce -9.6% 19,136 $283K
Wolverine Asset Management LLC 0.03% New 18,220 $269K
Alpha Cubed Investments, LLC 0.01% No change 18,076 $267K
Integrated Capital Management, Inc. 0.21% Add +20.8% 17,550 $260K
Jacobi Capital Management LLC 0.02% Add +27.9% 16,870 $250K
Private Advisor Group, LLC 0.00% Add +0.8% 16,768 $248K
International Assets Investment Management, LLC 0.02% Add +20.4% 16,696 $247K
Tiemann Investment Advisors, LLC 0.10% Add +1.8% 15,217 $225K
Kestra Private Wealth Services, LLC 0.00% Add +1.4% 14,822 $219K
DF Dent & Co. Inc. 0.00% Add +2.5% 14,133 $209K
US Bancorp \de 0.00% No change 13,906 $206K
Mariner, LLC 0.00% New 13,693 $203K
Creative Planning 0.00% New 12,723 $188K
Evergreen Capital Management LLC 0.01% No change 12,550 $186K
Prairie Wealth Advisors, Inc. 0.09% Add +1.6% 12,500 $185K
MML Investors Services, LLC 0.00% Add +1.6% 12,129 $179K
Cary Street Partners Investment Advisory LLC 0.01% No change 11,773 $174K
Truist Financial Corp. 0.00% Reduce -13.4% 11,767 $174K
Cerity Partners LLC 0.00% No change 11,220 $166K
Rpo LLC 0.26% Reduce -75.8% 11,144 $165K
SFI Advisors, LLC 0.12% No change 10,507 $155K
Private Trust Co. NA 0.02% No change 10,445 $154K
Nomura Holdings Inc. 0.00% No change 10,405 $154K
Capital Analysts, LLC 0.01% No change 8,834 $131K
Gilliland Jeter Wealth Management LLC 0.03% Add +1.6% 6,863 $101K
Comerica Bank 0.00% Add +4.8% 5,545 $82K
Parallel Advisors, LLC 0.00% No change 5,160 $76K
GPS Wealth Strategies Group, LLC 0.01% Add +0.6% 5,030 $74K
Chelsea Counsel Co. 0.04% Reduce -1.5% 4,900 $72K
Mather Group, Llc. 0.00% Add +24.0% 4,575 $68K
Allworth Financial LP 0.00% Add +55.2% 4,218 $62K
Harbour Investments, Inc. 0.00% No change 4,000 $59K
Geneos Wealth Management Inc. 0.00% Reduce -4.2% 3,810 $56K
IFP Advisors, Inc 0.00% No change 3,500 $52K
Sound Income Strategies, LLC 0.00% Add +272.0% 2,764 $41K
North Star Investment Management Corp. 0.00% No change 2,098 $31K
Cwm, LLC 0.00% No change 1,660 $25K
AlphaMark Advisors, LLC 0.01% Add +0.8% 1,451 $21K
Hollencrest Capital Management 0.00% No change 1,110 $16K
Benjamin F. Edwards & Company, Inc. 0.00% Add +21.1% 860 $13K
SOA Wealth Advisors, LLC. 0.00% Add +1.9% 872 $13K
Steward Partners Investment Advisory, LLC 0.00% No change 500 $7K

"% of holder's portfolio" is XFFCX's weight in each manager's 13F, not the share of Flaherty & Crumrine Pref Inc. the manager owns.

Show all 108 holders