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Disclosery

PFO FLAHERTY & CRUMRINE PFD INCO

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COM (common), issuer CIK 882071

45 managers (45 13F filers) reported a position in PFO shares at 2024-12-31, 2,986,032 shares in all. 4 filers opened a position and 9 filers sold out during the quarter.

Managers
45
13F filers
45
New
4
Added
13
Reduced
10
Sold out
9
Shares held by filers
2,986,032

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.588,511$5.34M0.01%013F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC542,802$4.89M0.11%+250,02413F-HRTimelineGroup
Private Advisor Group, LLC192,929$1.74M0.01%-8,65313F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC192,068$1.73M0.08%+121,62913F-HRTimeline
Matisse Capital170,775$1.54M0.78%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY136,518$1.23M<0.01%+24,79313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC116,029$1.05M<0.01%+78,04413F-HRTimelineGroup
Noble Wealth Management PBC83,760$755K0.52%13F-HRTimeline
Cambridge Investment Research Advisors,…76,955$693K<0.01%+3,47313F-HRTimeline
Ewing Morris & Co. Investment Partners …75,690$682K0.24%new13F-HRTimeline
Summit X, LLC70,257$633K0.14%-13,78913F-HRTimeline
D.A. DAVIDSON & CO.65,549$591K<0.01%-1,88513F-HRTimeline
NAPA WEALTH MANAGEMENT62,424$562K0.24%-34,62313F-HRTimeline
Consolidated Portfolio Review Corp59,058$532K0.08%-29,01213F-HRTimeline
LPL Financial LLC49,630$447K<0.01%+11,43513F-HRTimeline
Independent Advisor Alliance45,150$407K0.01%new13F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC41,344$373K0.01%-32,03513F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.39,919$360K0.12%+17,37713F-HRTimeline
Sowell Financial Services LLC39,073$352K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN33,668$303K<0.01%+10,88613F-HRTimelineGroup
CLIFFORD SWAN INVESTMENT COUNSEL LLC29,500$266K0.01%013F-HRTimeline
NewEdge Advisors, LLC28,372$256K<0.01%-1,60013F-HRTimeline
Basepoint Wealth LLC26,893$242K0.19%-1,34713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,070$226K<0.01%+37513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,790$196K<0.01%+1,50013F-HRTimelineGroup
HighTower Advisors, LLC19,176$173K<0.01%-1,87713F-HRTimeline
Catalina Capital Group, LLC18,855$170K0.06%013F-HRTimeline
Apella Capital, LLC15,066$136K0.01%013F-HRTimeline
SPC Financial, Inc.13,400$121K0.01%013F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC12,700$114K0.02%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.12,587$113K<0.01%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC12,552$113K<0.01%013F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC11,824$107K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,715$96.5K<0.01%new13F-HRTimelineGroup
BYRNE FINANCIAL FREEDOM, LLC10,200$91.9K0.04%13F-HRTimeline
Resonant Capital Advisors, LLC10,000$90.1K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,480$76.4K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG7,337$66.1K<0.01%+33713F-HRTimelineGroup
S.A. Mason LLC3,500$31.5K0.02%013F-HRTimeline
West Branch Capital LLC2,213$19.9K0.01%+3413F-HRTimeline
Federation des caisses Desjardins du Qu…1,300$11.7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,000$9.01K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA950$9K<0.01%-15213F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC443$4K<0.01%+713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.