Flaherty & Crumrine PrefXFFCX

13F holders, Q4 2024 (December 31)
118holders +8
12new positions
7sold out
1famous investor
$15.51avg. 13F price*

At the end of Q4 2024, 118 institutions reported holding Flaherty & Crumrine Pref Inc. (XFFCX) in their 13F filings, up 8 from Q3 2024. 12 opened new positions and 7 sold out. The largest holders were Wells Fargo & Company ($13.6M), Invesco Ltd. ($11.0M) and Morgan Stanley ($10.2M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions12$7.4M
Exits7$1.9M

All 13F filers, Q3 2024 → Q4 2024: 2,004,108 shares bought and 1,037,100 shares sold, net +967,008 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 118 holders

Wells Fargo & Company 0.00% Add +184.7% 872,516 $13.6M
Invesco Ltd. 0.00% Add +11.1% 710,391 $11.0M
Morgan Stanley 0.00% Reduce -31.6% 657,369 $10.2M
Cohen & Steers, Inc. 0.02% Add +14.8% 572,296 $8.9M
Bank of America Corp. 0.00% Reduce -8.3% 411,276 $6.4M
Thomas J. Herzfeld Advisors, Inc. 1.83% Add +60.7% 368,225 $5.7M
Envestnet Asset Management Inc. 0.00% Add +50.7% 361,091 $5.6M
AQR Arbitrage LLC 0.22% Reduce -29.6% 341,171 $5.3M
LPL Financial LLC 0.00% Add +1.4% 323,514 $5.0M
1607 Capital Partners, LLC 0.39% Add +283.2% 310,250 $4.8M
Ameriprise Financial Inc. 0.00% Reduce -1.3% 275,817 $4.3M
Sit Investment Associates Inc. 0.10% New 274,282 $4.3M
Mangrove Partners Im, LLC 0.50% Reduce -47.8% 262,361 $4.1M
Csenge Advisory Group 0.21% Reduce -0.8% 246,253 $3.8M
Raymond James Financial Inc. 0.00% — 200,587 $3.1M
Commonwealth Equity Services, LLC 0.00% Reduce -17.4% 190,176 $3.0M
Hennion & Walsh Asset Management, Inc. 0.13% Add +53.1% 184,214 $2.9M
Stifel Financial Corp. 0.00% Add +18.7% 162,353 $2.5M
Royal Bank of Canada 0.00% Reduce -2.0% 156,700 $2.4M
Gridiron Partners, LLC 1.46% No change 147,931 $2.3M
Baird Financial Group, Inc. 0.00% Add +23.2% 140,179 $2.2M
Elevated Capital Advisors, LLC 0.57% Reduce -1.4% 133,918 $2.1M
Sowell Financial Services LLC 0.10% Add +4.3% 127,953 $2.0M
Family Firm, Inc. 0.43% Reduce -2.0% 124,154 $1.9M
Cetera Investment Advisers 0.00% Reduce -4.0% 118,951 $1.8M
Osaic Holdings, Inc. 0.00% Add +32.4% 112,468 $1.7M
UBS Group AG 0.00% Add +0.7% 104,771 $1.6M
Smith Asset Management Co., LLC 1.40% — 106,081 $1.4M
Mountain Capital Investment Advisors Inc. 0.29% Add +0.2% 89,139 $1.4M
Park Avenue Securities LLC 0.01% Add +4.7% 90,024 $1.4M
Focus Partners Wealth 0.00% Reduce -0.3% 89,682 $1.4M
Federation des caisses Desjardins du Quebec 0.01% Reduce -1.4% 88,207 $1.4M
HighTower Advisors, LLC 0.00% Reduce -7.8% 72,254 $1.1M
Rivernorth Capital Management, LLC 0.05% New 70,942 $1.1M
Noble Wealth Management PBC 0.76% — 70,850 $1.1M
Mercer Global Advisors Inc. 0.00% Add +467.2% 68,715 $1.1M
Compound Planning, Inc. 0.05% Add +136.7% 66,025 $1.0M
Bard Associates Inc. 0.34% No change 63,843 $991K
Guggenheim Capital LLC 0.01% Add +29.1% 63,427 $985K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -27.0% 57,021 $886K
PNC Financial Services Group, Inc. 0.00% No change 55,882 $868K
Thrivent Financial for Lutherans 0.00% Add +4.3% 54,644 $849K
Everstar Asset Management, LLC 0.58% Reduce -7.7% 52,700 $818K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -26.3% 51,415 $798K
Choreo, LLC 0.01% Add +93.8% 51,219 $794K
Lido Advisors, LLC 0.00% No change 46,895 $728K
Consolidated Portfolio Review Corp 0.10% Reduce -12.9% 40,979 $636K
Susquehanna International Group, LLP 0.00% New 39,851 $619K
Western Wealth Management, LLC 0.03% Reduce -3.9% 39,490 $613K
Millennium Management 0.00% Reduce -54.9% 39,196 $609K
Seamount Financial Group Inc. 0.36% Reduce -5.0% 33,900 $526K
Wedbush Securities Inc. 0.02% Reduce -0.4% 27,441 $426K
Whitener Capital Management, Inc. 0.11% Add +1.6% 25,180 $391K
Matisse Capital 0.19% No change 23,907 $371K
Calamos Advisors LLC 0.00% Add +23.8% 23,684 $368K
Titleist Asset Management, LLC 0.04% No change 23,467 $364K
Sage Capital Advisors,llc 0.09% Reduce -14.2% 23,301 $362K
Jacobi Capital Management LLC 0.03% Add +14.0% 23,260 $361K
SFI Advisors, LLC 0.22% Add +94.9% 20,479 $318K
Spire Wealth Management 0.01% Add +1.7% 19,537 $303K
Atria Wealth Solutions, Inc. 0.00% Add +3.6% 19,283 $299K
Guyasuta Investment Advisors Inc. 0.02% Add +16.0% 18,150 $282K
Integrated Capital Management, Inc. 0.22% Add +1.8% 18,103 $281K
Alpha Cubed Investments, LLC 0.01% No change 18,076 $281K
Walleye Capital LLC 0.00% New 17,674 $274K
NewEdge Advisors, LLC 0.00% Reduce -12.2% 17,419 $271K
Smith, Moore & Co. 0.02% Add +62.7% 17,064 $265K
Sanctuary Advisors, LLC 0.00% Reduce -43.2% 16,475 $263K
US Bancorp \de 0.00% Add +6.8% 16,456 $256K
Private Advisor Group, LLC 0.00% Reduce -1.7% 16,403 $255K
Kestra Private Wealth Services, LLC 0.00% Add +2.6% 15,959 $248K
Janney Montgomery Scott LLC 0.00% New 15,841 $246K
Pathstone Holdings, LLC 0.00% New 15,631 $243K
Tiemann Investment Advisors, LLC 0.11% No change 15,388 $239K
Robinson Capital Management, LLC 0.09% No change 15,113 $235K
Creative Planning 0.00% New 15,103 $235K
International Assets Investment Management, LLC 0.02% Reduce -21.3% 14,336 $226K
Pines Wealth Management, LLC 0.10% — 14,013 $220K
Independent Advisor Alliance 0.00% New 13,504 $210K
Prairie Wealth Advisors, Inc. 0.09% Reduce -4.5% 12,700 $197K
Evergreen Capital Management LLC 0.01% No change 12,550 $195K
DF Dent & Co. Inc. 0.00% No change 12,298 $191K
Landscape Capital Management, L.L.C. 0.02% New 12,234 $190K
Cary Street Partners Financial LLC 0.01% — 11,773 $183K
Truist Financial Corp. 0.00% Add +0.5% 11,645 $181K
Cerity Partners LLC 0.00% Add +0.4% 11,262 $175K
Private Trust Co. NA 0.02% No change 10,445 $162K
Arkadios Wealth Advisors 0.01% No change 10,258 $159K
GPS Wealth Strategies Group, LLC 0.01% Add +1.3% 5,164 $80K
Parallel Advisors, LLC 0.00% No change 5,160 $80K
Future Financial Wealth Managment LLC 0.06% Reduce -24.8% 5,150 $80K
Comerica Bank 0.00% Reduce -12.5% 5,067 $79K
Allworth Financial LP 0.00% No change 4,218 $67K
Harbour Investments, Inc. 0.00% No change 4,000 $62K
Geneos Wealth Management Inc. 0.00% No change 3,810 $59K
Mather Group, Llc. 0.00% No change 3,689 $57K
IFP Advisors, Inc 0.00% No change 3,500 $54K
Chelsea Counsel Co. 0.03% Reduce -36.2% 3,125 $49K
Sound Income Strategies, LLC 0.00% Add +1.3% 2,835 $44K
Capital Analysts, LLC 0.00% No change 2,531 $39K
MAI Capital Management 0.00% New 2,447 $38K
CoreCap Advisors, LLC 0.00% No change 2,300 $36K
North Star Investment Management Corp. 0.00% No change 2,098 $33K
Bessemer Group Inc. 0.00% Add +1.1% 1,628 $25K
Chilton Capital Management LLC 0.00% No change 1,550 $24K
Cwm, LLC 0.00% No change 1,558 $24K
AlphaMark Advisors, LLC 0.01% Add +0.7% 1,270 $20K
Hollencrest Capital Management 0.00% No change 1,110 $17K
Washington Trust Advisors, Inc. 0.00% New 970 $15K
SOA Wealth Advisors, LLC. 0.00% Add +1.7% 902 $14K
Eastern Bank 0.00% New 800 $12K
Steward Partners Investment Advisory, LLC 0.00% No change 500 $8K
TFC Financial Management, Inc. 0.00% Add +1.6% 493 $8K
Sunbelt Securities, Inc. 0.00% No change 350 $5K
Northwestern Mutual Wealth Management Co. 0.00% No change 237 $4K
Bernard Wealth Management Corp. 0.00% — 214 $3K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 186 $3K
Quest 10 Wealth Builders, Inc. 0.00% — 98 $2K

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