Flaherty & Crumrine PrefXFFCX

13F holders, Q3 2024 (September 30)
110holders +2
18new positions
16sold out
1famous investor
$16.40avg. 13F price*

At the end of Q3 2024, 110 institutions reported holding Flaherty & Crumrine Pref Inc. (XFFCX) in their 13F filings, up 2 from Q2 2024. 18 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($15.8M), Invesco Ltd. ($10.5M) and Mangrove Partners Im, LLC ($8.2M). 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions18$7.8M
Exits16$17.3M

All 13F filers, Q2 2024 → Q3 2024: 1,280,607 shares bought and 1,540,376 shares sold, net −259,769 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 110 holders

Morgan Stanley 0.00% Add +7.2% 960,713 $15.8M
Invesco Ltd. 0.00% Reduce -2.0% 639,361 $10.5M
Mangrove Partners Im, LLC 0.81% Reduce -24.0% 502,266 $8.2M
Cohen & Steers, Inc. 0.01% Add +21.2% 498,296 $8.2M
AQR Arbitrage LLC 0.33% Reduce -11.4% 484,320 $7.9M
Bank of America Corp. 0.00% Reduce -0.8% 448,426 $7.4M
LPL Financial LLC 0.00% Add +1.9% 319,100 $5.2M
Wells Fargo & Company 0.00% Add +11.8% 306,433 $5.0M
Ameriprise Financial Inc. 0.00% Add +2.0% 279,369 $4.6M
Csenge Advisory Group 0.21% Reduce -4.2% 248,124 $4.1M
Envestnet Asset Management Inc. 0.00% Add +41.0% 239,646 $3.9M
Commonwealth Equity Services, LLC 0.01% Reduce -10.7% 230,343 $3.8M
Thomas J. Herzfeld Advisors, Inc. 1.25% New 229,127 $3.8M
Raymond James & Associates 0.00% Add +7.8% 166,060 $2.7M
Royal Bank of Canada 0.00% Add +10.7% 159,847 $2.6M
Gridiron Partners, LLC 1.47% No change 147,931 $2.4M
Stifel Financial Corp. 0.00% Add +461.2% 136,754 $2.2M
Elevated Capital Advisors, LLC 0.59% Reduce -1.1% 135,808 $2.2M
Family Firm, Inc. 0.46% Add +0.5% 126,748 $2.1M
Cetera Investment Advisers 0.00% Reduce -5.9% 123,969 $2.0M
Sowell Financial Services LLC 0.09% Reduce -3.0% 122,740 $2.0M
Hennion & Walsh Asset Management, Inc. 0.09% Add +34.3% 120,354 $2.0M
Baird Financial Group, Inc. 0.00% Add +101.1% 113,762 $1.9M
UBS Group AG 0.00% Reduce -0.5% 104,057 $1.7M
Focus Partners Wealth 0.00% Reduce -3.2% 89,990 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Add +1.1% 89,482 $1.5M
Millennium Management 0.00% Add +260.1% 86,814 $1.4M
Mountain Capital Investment Advisors Inc. 0.31% Add +33.3% 88,997 $1.4M
Park Avenue Securities LLC 0.02% Reduce -5.5% 86,002 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -6.2% 84,925 $1.4M
1607 Capital Partners, LLC 0.12% Add +70.2% 80,966 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +95.7% 78,116 $1.3M
HighTower Advisors, LLC 0.00% Add +238.3% 78,343 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +24.3% 69,795 $1.1M
Bard Associates Inc. 0.36% Add +18.2% 63,843 $1.0M
Strategies Wealth Advisors, LLC 0.13% New 59,284 $973K
Everstar Asset Management, LLC 0.64% — 57,100 $937K
PNC Financial Services Group, Inc. 0.00% Add +151.7% 55,882 $917K
Thrivent Financial for Lutherans 0.00% Add +15.2% 52,374 $859K
Guggenheim Capital LLC 0.01% Add +30.2% 49,118 $806K
Consolidated Portfolio Review Corp 0.17% Reduce -24.7% 47,038 $772K
Lido Advisors, LLC 0.01% No change 46,895 $770K
Western Wealth Management, LLC 0.04% Reduce -16.6% 41,079 $674K
Seamount Financial Group Inc. 0.44% Reduce -1.6% 35,699 $586K
Raymond James Financial Services Advisors, Inc. 0.00% Add +33.0% 30,398 $499K
Compound Planning, Inc. 0.03% Add +9.8% 27,900 $458K
Wedbush Securities Inc. 0.02% Add +3.4% 27,563 $452K
Sanctuary Advisors, LLC 0.00% New 29,018 $449K
Sage Capital Advisors,llc 0.12% Add +3.9% 27,168 $446K
Choreo, LLC 0.01% New 26,433 $433K
Kestra Advisory Services, LLC 0.00% Add +0.9% 26,256 $431K
Whitener Capital Management, Inc. 0.12% No change 24,780 $407K
Matisse Capital 0.19% New 23,907 $392K
Titleist Asset Management, LLC 0.06% No change 23,467 $385K
Jacobi Capital Management LLC 0.03% Add +21.0% 20,410 $335K
NewEdge Advisors, LLC 0.00% Add +1.4% 19,834 $325K
Spire Wealth Management 0.01% Add +0.4% 19,211 $315K
Calamos Advisors LLC 0.00% New 19,129 $314K
Atria Wealth Solutions, Inc. 0.00% Reduce -27.7% 18,621 $306K
Alpha Cubed Investments, LLC 0.01% No change 18,076 $297K
Integrated Capital Management, Inc. 0.23% Add +1.3% 17,781 $292K
International Assets Investment Management, LLC 0.02% Add +9.1% 18,216 $292K
Private Advisor Group, LLC 0.00% Reduce -0.5% 16,680 $274K
Guyasuta Investment Advisors Inc. 0.02% New 15,650 $257K
Kestra Private Wealth Services, LLC 0.00% Add +4.9% 15,554 $255K
US Bancorp \de 0.00% Add +10.8% 15,406 $253K
Tiemann Investment Advisors, LLC 0.11% Add +1.1% 15,388 $253K
Robinson Capital Management, LLC 0.09% New 15,113 $248K
Prairie Wealth Advisors, Inc. 0.11% Add +6.4% 13,300 $218K
Evergreen Capital Management LLC 0.01% No change 12,550 $206K
DF Dent & Co. Inc. 0.00% Reduce -13.0% 12,298 $202K
Mercer Global Advisors Inc. 0.00% New 12,115 $199K
Cary Street Partners Investment Advisory LLC 0.01% No change 11,773 $193K
Truist Financial Corp. 0.00% Reduce -1.6% 11,582 $190K
Cerity Partners LLC 0.00% No change 11,220 $184K
Jane Street Group, LLC 0.00% New 10,520 $173K
SFI Advisors, LLC 0.12% No change 10,507 $172K
Smith, Moore & Co. 0.02% New 10,489 $172K
Private Trust Co. NA 0.02% No change 10,445 $171K
Arkadios Wealth Advisors 0.01% New 10,258 $168K
Gilliland Jeter Wealth Management LLC 0.04% Add +1.5% 6,963 $114K
Future Financial Wealth Managment LLC 0.08% New 6,850 $112K
Comerica Bank 0.00% Add +4.5% 5,793 $95K
Parallel Advisors, LLC 0.00% No change 5,160 $85K
GPS Wealth Strategies Group, LLC 0.01% Add +1.3% 5,097 $84K
Chelsea Counsel Co. 0.04% No change 4,900 $80K
Allworth Financial LP 0.00% No change 4,218 $69K
Harbour Investments, Inc. 0.00% No change 4,000 $66K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 3,941 $65K
Geneos Wealth Management Inc. 0.00% No change 3,810 $63K
Mather Group, Llc. 0.00% Reduce -19.4% 3,689 $61K
IFP Advisors, Inc 0.00% No change 3,500 $57K
Sound Income Strategies, LLC 0.00% Add +1.3% 2,799 $46K
Capital Analysts, LLC 0.00% Reduce -71.3% 2,531 $42K
CoreCap Advisors, LLC 0.00% New 2,300 $38K
North Star Investment Management Corp. 0.00% No change 2,098 $34K
Cwm, LLC 0.00% Reduce -6.1% 1,558 $26K
Bessemer Group Inc. 0.00% New 1,610 $26K
Chilton Capital Management LLC 0.00% New 1,550 $25K
AlphaMark Advisors, LLC 0.01% Reduce -13.1% 1,261 $21K
Hollencrest Capital Management 0.00% No change 1,110 $18K
SOA Wealth Advisors, LLC. 0.00% Add +1.7% 887 $15K
Steward Partners Investment Advisory, LLC 0.00% No change 500 $8K
TFC Financial Management, Inc. 0.00% Add +1.9% 485 $8K
Sunbelt Securities, Inc. 0.00% No change 350 $6K
Lanark Financial, Inc. 0.00% No change 315 $5K
Northwestern Mutual Wealth Management Co. 0.00% No change 237 $4K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 186 $3K
FinTrust Capital Advisors, LLC 0.00% No change 61 $1K
Householder Group Estate & Retirement Specialist, LLC 0.00% New 59 $0

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