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Disclosery

PFO FLAHERTY & CRUMRINE PFD INCO

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COM (common), issuer CIK 882071

47 managers (47 13F filers) reported a position in PFO shares at 2025-03-31, 3,068,667 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
47
13F filers
47
New
5
Added
11
Reduced
12
Sold out
3
Shares held by filers
3,068,667

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 INC608,217$5.61M0.13%+65,41513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.588,511$5.02M0.01%013F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC243,417$2.24M0.12%+51,34913F-HRTimeline
Private Advisor Group, LLC188,163$1.73M0.01%-4,76613F-HRTimeline
Matisse Capital170,775$1.57M0.83%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY135,772$1.25M<0.01%-74613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC132,350$1.22M<0.01%+16,32113F-HRTimelineGroup
Ewing Morris & Co. Investment Partners …75,690$1M0.32%013F-HRTimeline
Noble Wealth Management PBC101,698$938K0.64%+17,93813F-HRTimeline
Cambridge Investment Research Advisors,…69,389$640K<0.01%-7,56613F-HRTimeline
D.A. DAVIDSON & CO.63,527$586K<0.01%-2,02213F-HRTimeline
Summit X, LLC62,432$576K0.12%-7,82513F-HRTimeline
NAPA WEALTH MANAGEMENT55,586$513K0.29%-6,83813F-HRTimeline
Consolidated Portfolio Review Corp51,272$473K0.08%-7,78613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN44,014$406K<0.01%+10,34613F-HRTimelineGroup
Sowell Financial Services LLC39,073$360K0.02%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.37,220$343K<0.01%+24,63313F-HRTimelineGroup
LPL Financial LLC35,845$330K<0.01%-13,78513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,196$288K<0.01%new13F-HRTimelineGroup
CLIFFORD SWAN INVESTMENT COUNSEL LLC29,500$272K0.01%013F-HRTimeline
NewEdge Advisors, LLC28,372$262K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,870$248K<0.01%+1,80013F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC25,750$237K0.01%-15,59413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,790$201K<0.01%013F-HRTimelineGroup
Basepoint Wealth LLC20,068$185K0.14%-6,82513F-HRTimeline
Catalina Capital Group, LLC18,855$174K0.12%013F-HRTimeline
HighTower Advisors, LLC15,778$145K<0.01%-3,39813F-HRTimeline
Apella Capital, LLC15,066$133K<0.01%013F-HRTimeline
Cetera Investment Advisers14,040$129K<0.01%new13F-HRTimeline
Vanguard Capital Wealth Advisors14,000$129K0.16%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SPC Financial, Inc.13,400$124K0.01%013F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC12,700$117K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,873$109K<0.01%+1,15813F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC11,824$109K0.02%013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC10,200$94K0.05%013F-HRTimeline
Resonant Capital Advisors, LLC10,000$92.2K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG9,430$86.9K<0.01%+2,09313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,480$78.2K<0.01%013F-HRTimelineGroup
S.A. Mason LLC3,500$32.3K0.02%013F-HRTimeline
Rossby Financial, LCC3,129$27.5K0.01%new13F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.2,865$26.4K0.01%-37,05413F-HRTimeline
West Branch Capital LLC2,241$20.7K0.01%+2813F-HRTimeline
Greykasell Wealth Strategies, Inc.1,439$13.3K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…1,300$12K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,050$10K<0.01%+10013F-HR/ATimelineGroup
CoreCap Advisors, LLC1,000$9.22K<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.