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Disclosery

PFD FLAHERTY & CRUMRINE PFD INCO

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COM (common), issuer CIK 868578

48 managers (48 13F filers) reported a position in PFD shares at 2025-06-30, 2,991,423 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
48
13F filers
48
New
5
Added
15
Reduced
9
Sold out
6
Shares held by filers
2,991,423

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC568,232$6.43M0.14%+148,22113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.441,364$4.99M0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY248,980$2.82M<0.01%+2,75513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC177,337$2.01M<0.01%+6,56913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/154,578$1.75M<0.01%+13,03313F-HRTimelineGroup
Matisse Capital134,805$1.52M0.72%013F-HRTimeline
UBS Group AGin group UBS Group AG131,211$1.48M<0.01%+2,29213F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC91,021$1.03M0.02%-8,43513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.89,755$1.02M<0.01%+6,21713F-HR/ATimelineGroup
UMB Bank, n.a.86,373$977K0.02%013F-HR/ATimeline
Smith Asset Management Co., LLC76,132$861K0.74%+1,24813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN67,588$764K<0.01%-58,59813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA67,241$761K<0.01%-25,44213F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC65,811$744K<0.01%+1,08713F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC55,383$626K0.01%+36,74813F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC55,008$622K0.26%013F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC52,298$591K0.03%-13,16913F-HRTimeline
Pathway Financial Advisors LLC48,196$545K0.08%+18,75013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…44,835$507K0.01%+1,33513F-HRTimelineGroup
LPL Financial LLC41,806$473K<0.01%-3,13513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,489$469K<0.01%+22,24613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC35,060$397K<0.01%-75413F-HRTimelineGroup
Bridgewealth Advisory Group, LLC27,733$314K0.08%new13F-HRTimeline
LongView Wealth Management22,780$258K0.08%013F-HRTimeline
WEDBUSH SECURITIES INC18,500$209K0.01%-2,00013F-HRTimeline
D.A. DAVIDSON & CO.16,600$188K<0.01%013F-HRTimeline
Signature Wealth Management Partners, L…14,351$162K0.09%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.13,043$148K0.01%013F-HRTimeline
O'ROURKE & COMPANY, Inc12,426$141K0.07%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,087$138K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,533$130K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc11,284$128K<0.01%-2,13913F-HRTimeline
Cetera Investment Advisers10,858$123K<0.01%+3113F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC10,600$120K0.06%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,200$115K<0.01%new13F-HRTimelineGroup
COMERICA BANK8,711$98.5K<0.01%+3013F-HRTimeline
Sound Income Strategies, LLC6,503$73.6K<0.01%+3113F-HRTimeline
Whipplewood Advisors, LLC3,820$43.2K0.02%new13F-HRTimeline
Allworth Financial LP1,433$16.2K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,250$14.1K<0.01%013F-HRTimeline
MAI Capital Management750$8.48K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…750$8.48K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.648$7.33K0.01%13F-HRTimeline
Geneos Wealth Management Inc.360$4.07K<0.01%-56013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\300$3.39K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.200$2.26K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.200$2.26K<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.