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Disclosery

PFD FLAHERTY & CRUMRINE PFD INCO

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COM (common), issuer CIK 868578

50 managers (50 13F filers) reported a position in PFD shares at 2025-03-31, 2,856,663 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
50
13F filers
50
New
8
Added
14
Reduced
10
Sold out
6
Shares held by filers
2,856,663

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC420,011$4.71M0.11%+65,11313F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.441,364$4.63M0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY246,225$2.76M<0.01%+8,25813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC170,768$1.92M<0.01%-10,40713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/141,545$1.59M<0.01%+33,68213F-HRTimelineGroup
Matisse Capital134,805$1.51M0.8%013F-HRTimeline
UBS Group AGin group UBS Group AG128,919$1.45M<0.01%-8,76513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN126,186$1.42M<0.01%-86213F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC99,456$1.12M0.03%-16,71513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA92,683$1.04M<0.01%-2,08813F-HR/ATimelineGroup
UMB Bank, n.a.86,373$969K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,538$937K<0.01%+3,53713F-HRTimelineGroup
Smith Asset Management Co., LLC74,884$840K0.79%-93513F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC65,467$735K0.04%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC64,724$726K<0.01%-6,09013F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC55,008$617K0.25%013F-HRTimeline
LPL Financial LLC44,941$504K<0.01%+6,45813F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…43,500$488K0.02%+4,00013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC35,814$402K<0.01%+15,52613F-HRTimelineGroup
Pathway Financial Advisors LLC29,446$330K0.06%+12,81913F-HRTimeline
LongView Wealth Management22,780$256K0.08%013F-HRTimeline
WEDBUSH SECURITIES INC20,500$230K0.01%013F-HRTimeline
SFI Advisors, LLC20,267$227K0.17%-33,16113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,243$216K<0.01%+7413F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC18,635$209K<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.16,600$186K<0.01%-70013F-HRTimeline
Poplar Forest Capital LLC15,425$173K0.03%013F-HRTimeline
IFP Advisors, Inc13,423$151K<0.01%-5,30313F-HRTimeline
Arlington Capital Management, Inc.13,409$150K0.11%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.13,043$146K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,539$141K<0.01%+1,56013F-HRTimelineGroup
O'ROURKE & COMPANY, Inc12,426$139K0.07%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,087$136K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,533$129K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers10,827$121K<0.01%+3013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC10,600$119K0.07%013F-HRTimeline
COMERICA BANK8,681$97.4K<0.01%+3013F-HRTimeline
Sound Income Strategies, LLC6,472$72.6K<0.01%new13F-HRTimeline
Noble Wealth Management PBC4,280$48K0.03%+1,50013F-HRTimeline
FMR LLCin group FMR LLC1,709$19.2K<0.01%new13F-HRTimelineGroup
Elequin Capital, LP1,474$16.5K<0.01%new13F-HRTimeline
Allworth Financial LP1,433$15.6K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,250$14K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.920$10.3K<0.01%+56013F-HRTimeline
Steward Partners Investment Advisory, L…750$8.41K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\300$3.37K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.200$2.24K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.200$2.24K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CoreCap Advisors, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.