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Disclosery

XFFCX FLAHERTY & CRUMRIN PFD & INM

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COM (fund)

119 managers (119 13F filers) reported a position in XFFCX shares at 2024-12-31, 10,085,920 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
119
13F filers
119
New
12
Added
39
Reduced
31
Sold out
8
Shares held by filers
10,085,920

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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN872,516$13.6M<0.01%+566,08313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.710,391$11M<0.01%+71,03013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY657,369$10.2M<0.01%-303,34413F-HR/ATimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.572,296$8.89M0.02%+74,00013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/411,276$6.39M<0.01%-37,15013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.368,225$5.72M1.83%+139,09813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC361,091$5.61M<0.01%+121,44513F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC341,171$5.3M0.13%-143,14913F-HRTimelineGroup
LPL Financial LLC323,514$5.02M<0.01%+4,41413F-HRTimeline
1607 Capital Partners, LLC310,250$4.82M0.39%+229,28413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC275,817$4.28M<0.01%-3,55213F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC274,282$4.26M0.1%new13F-HRTimelineGroup
MANGROVE PARTNERS IM, LLC262,361$4.07M0.49%-239,90513F-HRTimeline
Csenge Advisory Group246,253$3.82M0.21%-1,87113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC200,587$3.12M<0.01%13F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC190,176$2.95M<0.01%-40,16713F-HRTimeline
Hennion & Walsh Asset Management, Inc.184,214$2.86M0.13%+63,86013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP162,353$2.52M<0.01%+25,59913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA156,700$2.43M<0.01%-3,14713F-HRTimelineGroup
Gridiron Partners, LLC147,931$2.3M1.46%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.140,179$2.18M<0.01%+26,41713F-HRTimelineGroup
Elevated Capital Advisors, LLC133,918$2.08M0.57%-1,89013F-HRTimeline
Sowell Financial Services LLC127,953$1.99M0.1%+5,21313F-HRTimeline
Family Firm, Inc.124,154$1.93M0.43%-2,59413F-HRTimeline
Cetera Investment Advisers118,951$1.85M<0.01%-5,01813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.112,468$1.75M<0.01%+27,54313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG104,771$1.63M<0.01%+71413F-HRTimelineGroup
Smith Asset Management Co., LLC106,081$1.44M1.4%13F-HRTimeline
Mountain Capital Investment Advisors In…89,139$1.41M0.29%+14213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC90,024$1.4M0.01%+4,02213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth89,682$1.39M<0.01%-30813F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…88,207$1.37M0.01%-1,27513F-HRTimeline
HighTower Advisors, LLC72,254$1.12M<0.01%-6,08913F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC70,942$1.1M0.05%new13F-HRTimeline
Noble Wealth Management PBC70,850$1.1M0.76%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV68,715$1.07M<0.01%+56,60013F-HRTimeline
Compound Planning, Inc.66,025$1.03M0.05%+38,12513F-HRTimeline
BARD ASSOCIATES INC63,843$991K0.34%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC63,427$985K0.01%+14,30913F-HRTimelineGroup
Cambridge Investment Research Advisors,…57,021$886K<0.01%-21,09513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…55,882$868K<0.01%013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…54,644$849K<0.01%+2,27013F-HRTimelineGroup
Everstar Asset Management, LLC52,700$818K0.58%-4,40013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…51,415$798K<0.01%-18,38013F-HR/ATimeline
CHOREO, LLC51,219$794K0.01%+24,78613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC46,895$728K<0.01%013F-HRTimelineGroup
Consolidated Portfolio Review Corp40,979$636K0.1%-6,05913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,851$619K<0.01%new13F-HRTimelineGroup
Western Wealth Management, LLC39,490$613K0.04%-1,58913F-HR/ATimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC39,196$609K<0.01%-47,61813F-HRTimelineGroup
SEAMOUNT FINANCIAL GROUP INC33,900$526K0.36%-1,79913F-HRTimeline
WEDBUSH SECURITIES INC27,441$426K0.02%-12213F-HRTimeline
Whitener Capital Management, Inc.25,180$391K0.11%+40013F-HRTimeline
Matisse Capital23,907$371K0.19%013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC23,684$368K<0.01%+4,55513F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC23,467$364K0.04%013F-HRTimeline
Sage Capital Advisors,llc23,301$362K0.09%-3,86713F-HRTimeline
Jacobi Capital Management LLC23,260$361K0.03%+2,85013F-HRTimeline
SFI Advisors, LLC20,479$318K0.22%+9,97213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,537$303K0.01%+32613F-HRTimelineGroup
Atria Wealth Solutions, Inc.19,283$299K<0.01%+66213F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC18,150$282K0.02%+2,50013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.18,103$281K0.22%+32213F-HRTimeline
Alpha Cubed Investments, LLC18,076$281K0.01%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC17,674$274K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC17,419$271K<0.01%-2,41513F-HRTimeline
SMITH, MOORE & CO.17,064$265K0.02%+6,57513F-HRTimeline
Sanctuary Advisors, LLC16,475$263K<0.01%-12,54313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\16,456$256K<0.01%+1,05013F-HRTimelineGroup
Private Advisor Group, LLC16,403$255K<0.01%-27713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding15,959$248K-25,851Timeline
Janney Montgomery Scott LLC15,841$246K<0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC15,631$243K<0.01%new13F-HRTimelineGroup
TIEMANN INVESTMENT ADVISORS, LLC15,388$239K0.11%013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC15,113$235K0.09%013F-HRTimeline
Creative Planningin group Creative Planning15,103$235K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,336$226K0.02%-277,29513F-HRTimeline
Pines Wealth Management, LLC14,013$220K0.1%13F-HRTimeline
Independent Advisor Alliance13,504$210K<0.01%new13F-HRTimeline
Prairie Wealth Advisors, Inc.12,700$197K0.09%-60013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,550$195K0.01%013F-HRTimeline
DF DENT & CO INC12,298$191K<0.01%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…12,234$190K0.02%new13F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,773$183K0Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,645$181K<0.01%+6313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC11,262$175K<0.01%+4213F-HRTimelineGroup
PRIVATE TRUST CO NA10,445$162K0.02%013F-HRTimeline
Arkadios Wealth Advisors10,258$159K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC5,164$80.2K0.01%+6713F-HRTimeline
Parallel Advisors, LLC5,160$80.1K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC5,150$80K0.06%-1,70013F-HRTimeline
COMERICA BANK5,067$78.7K<0.01%-72613F-HR/ATimeline
Allworth Financial LP4,218$67.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,000$62.1K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,810$59.2K<0.01%013F-HRTimeline
MATHER GROUP, LLC.3,689$57.3K<0.01%013F-HRTimeline
IFP Advisors, Inc3,500$54.4K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO3,125$48.5K0.03%-1,77513F-HRTimeline
Sound Income Strategies, LLC2,835$44K<0.01%+3613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,531$39K<0.01%013F-HRTimelineGroup
MAI Capital Management2,447$38K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC2,300$35.7K<0.01%013F-HRTimeline
North Star Investment Management Corp.2,098$32.6K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,628$25K<0.01%+1813F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC1,550$24.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,558$24K<0.01%013F-HRTimelineGroup
AlphaMark Advisors, LLC1,270$20K0.01%+913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,110$17.2K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.970$15.1K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.902$14K<0.01%+1513F-HR/ATimeline
EASTERN BANK800$12.4K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…500$7.76K<0.01%013F-HRTimeline
TFC Financial Management, Inc.493$7.66K<0.01%+813F-HRTimeline
Sunbelt Securities, Inc.350$5.4K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…237$3.68K<0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.214$3.32K<0.01%13F-HR/ATimeline
Koesten, Hirschmann & Crabtree, INC.186$2.89K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.98$1.52K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.