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Disclosery

PFO FLAHERTY & CRUMRINE PFD INCO

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COM (common), issuer CIK 882071

48 managers (48 13F filers) reported a position in PFO shares at 2025-06-30, 3,087,846 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
48
13F filers
48
New
8
Added
16
Reduced
10
Sold out
7
Shares held by filers
3,087,846

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 INC669,332$6.19M0.13%+61,11513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.588,511$5.44M0.01%013F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC247,722$2.29M0.13%+4,30513F-HRTimeline
Private Advisor Group, LLC189,408$1.75M0.01%+1,24513F-HRTimeline
Matisse Capital170,775$1.58M0.75%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC138,408$1.28M<0.01%+6,05813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY111,328$1.03M<0.01%-24,44413F-HRTimelineGroup
D.A. DAVIDSON & CO.77,228$714K0.01%+13,70113F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.75,568$702K0.65%13F-HRTimeline
Ewing Morris & Co. Investment Partners …75,690$700K0.31%013F-HRTimeline
Cambridge Investment Research Advisors,…65,942$610K<0.01%-3,44713F-HRTimeline
Summit X, LLC57,112$528K0.1%-5,32013F-HRTimeline
NAPA WEALTH MANAGEMENT55,056$509K0.24%-53013F-HRTimeline
LPL Financial LLC46,557$431K<0.01%+10,71213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.43,592$403K<0.01%+6,37213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.42,878$397K<0.01%+11,68213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN42,482$393K<0.01%-1,53213F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC39,431$365K0.01%new13F-HRTimelineGroup
Sowell Financial Services LLC39,073$361K0.01%013F-HRTimeline
Smith Asset Management Co., LLC32,193$298K0.26%new13F-HRTimeline
NewEdge Advisors, LLC31,081$287K<0.01%+2,70913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,464$199K<0.01%-32613F-HRTimelineGroup
Basepoint Wealth LLC20,354$188K0.15%+28613F-HRTimeline
Catalina Capital Group, LLC18,855$174K0.12%013F-HRTimeline
HighTower Advisors, LLC15,803$146K<0.01%+2513F-HRTimeline
Apella Capital, LLC15,066$139K<0.01%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC15,000$139K<0.01%-14,50013F-HRTimeline
Cetera Investment Advisers14,085$130K<0.01%+4513F-HRTimeline
SPC Financial, Inc.13,400$124K0.01%013F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC12,700$117K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,988$111K<0.01%-14,88213F-HR/ATimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC11,824$109K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,301$105K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,654$98.5K<0.01%new13F-HRTimelineGroup
Consolidated Portfolio Review Corp10,607$98.1K0.01%-40,66513F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC10,200$94.3K0.05%013F-HRTimeline
UBS Group AGin group UBS Group AG7,121$65.9K<0.01%-2,30913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,308$49.1K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC4,200$38.9K<0.01%+3,20013F-HRTimeline
S.A. Mason LLC3,500$32.4K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,500$32.4K<0.01%new13F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.2,868$26.5K0.01%+313F-HRTimeline
Allworth Financial LP2,510$23.2K<0.01%new13F-HRTimeline
West Branch Capital LLC2,271$21K0.01%+3013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,600$15K<0.01%+55013F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…1,300$12K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,000$9.25K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.