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Disclosery

PFD FLAHERTY & CRUMRINE PFD INCO

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COM (common), issuer CIK 868578

49 managers (49 13F filers) reported a position in PFD shares at 2024-12-31, 2,754,890 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
49
13F filers
49
New
7
Added
7
Reduced
14
Sold out
6
Shares held by filers
2,754,890

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.441,364$4.95M0.01%013F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC354,898$3.99M0.09%+37,82213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY237,967$2.67M<0.01%-13,78413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC181,175$2.04M<0.01%13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG137,684$1.55M<0.01%-17,67713F-HRTimelineGroup
Matisse Capital134,805$1.52M0.77%-5,30313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN127,048$1.43M<0.01%-5,40913F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC116,171$1.3M0.03%-18,11013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/107,863$1.21M<0.01%-11,63513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA94,771$1.07M<0.01%-10,44313F-HRTimelineGroup
UMB Bank, n.a.86,373$971K0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.80,001$899K<0.01%-92513F-HR/ATimelineGroup
Smith Asset Management Co., LLC75,819$852K0.83%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC70,814$796K<0.01%new13F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC55,008$618K0.25%013F-HRTimeline
SFI Advisors, LLC53,428$601K0.42%+34,35513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding39,500$444K+5,500Timeline
LPL Financial LLC38,483$433K<0.01%-1,95213F-HRTimeline
Bridgewealth Advisory Group, LLC27,733$316K0.09%+14,68813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,292$307K<0.01%new13F-HRTimelineGroup
LongView Wealth Management22,780$256K0.08%013F-HRTimeline
WEDBUSH SECURITIES INC20,500$230K0.01%-44913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC20,288$228K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC19,169$215K<0.01%+1,91913F-HRTimeline
IFP Advisors, Inc18,726$210K0.01%+23413F-HRTimeline
D.A. DAVIDSON & CO.17,300$194K<0.01%013F-HRTimeline
Pathway Financial Advisors LLC16,627$187K0.04%-29313F-HRTimeline
Poplar Forest Capital LLC15,425$173K0.03%013F-HRTimeline
CENTAURUS FINANCIAL, INC.13,043$147K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,087$136K<0.01%013F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.11,533$130K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,979$123K<0.01%-5,54113F-HRTimelineGroup
Cetera Investment Advisers10,797$121K<0.01%+33413F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC10,600$119K0.05%13F-HRTimeline
First National Trust Co10,542$118K<0.01%013F-HRTimeline
Ellis Investment Partners, LLC10,240$115K0.02%-20213F-HRTimeline
COMERICA BANK8,651$97.2K<0.01%-2,52713F-HR/ATimeline
Pathway Financial Advisers, LLC6,332$97K0.03%+2,97413F-HRTimeline
McClarren Financial Advisors, Inc.3,510$39K0.11%new13F-HRTimeline
Noble Wealth Management PBC2,780$31.2K0.02%13F-HRTimeline
Allworth Financial LP1,433$16.2K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,250$14.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…750$8.43K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.360$4.05K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\300$3.37K<0.01%013F-HRTimelineGroup
WR Wealth Planners, LLC291$3.27K<0.01%013F-HRTimeline
Blue Trust, Inc.200$2.25K<0.01%013F-HR/ATimeline
Cape Investment Advisory, Inc.200$2.25K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.