FLAHERTY & CRUMRINE PFD INCO (PFD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
49
Reporting holders
$28.9M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | $5.1M | 441,364 | 0.01% | 2q | HELD |
| MORGAN STANLEY | $3.5M | 297,511 | 0.00% | 35q | -1.8%-$62.6K |
| Fiera Capital Corp | $2.1M | 177,117 | 0.01% | 4q | +3.3%+$66.3K |
| BANK OF AMERICA CORP /DE/ | $1.8M | 157,980 | 0.00% | 31q | HELD |
| MGO ONE SEVEN LLC | $1.6M | 141,315 | 0.03% | 4q | -1.6%-$27.5K |
| UBS Group AG | $1.3M | 115,966 | 0.00% | 31q | +3.0%+$38.9K |
| LPL Financial LLC | $1.3M | 109,007 | 0.00% | 31q | -0.8%-$10.3K |
| WELLS FARGO & COMPANY/MN | $1.1M | 93,148 | 0.00% | 31q | -51.6%-$1.2M |
| UMB Bank, n.a. | $1.0M | 86,373 | 0.01% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $993.6K | 85,433 | 0.00% | 26q | -1.0%-$10.0K |
| Smith Asset Management Co., LLC | $845.1K | 72,668 | 0.66% | 7q | -1.9%-$16.2K |
| FIDUCIARY FINANCIAL ADVISORS | $704.6K | 60,582 | 0.07% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $684.6K | 58,868 | 0.00% | 7q | +4.8%+$31.4K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $640.5K | 55,073 | 0.28% | 12q | HELD |
| 1607 Capital Partners, LLC | $569.9K | 49,004 | 0.05% | 4q | -38.3%-$353.5K |
| Pathway Financial Advisors LLC | $544.2K | 46,996 | 0.06% | 9q | -2.5%-$13.9K |
| ROYAL BANK OF CANADA | $499.0K | 42,868 | 0.00% | 31q | -12.9%-$73.9K |
| Calamos Advisors LLC | $478.3K | 41,125 | 0.00% | 4q | +7.1%+$31.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $428.3K | 36,829 | 0.00% | 24q | -1.3%-$5.7K |
| GUGGENHEIM CAPITAL LLC | $384.3K | 33,048 | 0.00% | 7q | +0.7%+$2.6K |
| Bridgewealth Advisory Group, LLC | $297.6K | 25,590 | 0.06% | 5q | HELD |
| CreativeOne Wealth, LLC | $269.8K | 23,199 | 0.01% | 2q | +35.7%+$70.9K |
| Capital Investment Advisors, LLC | $263.4K | 22,651 | 0.00% | 3q | +42.6%+$78.6K |
| CARY STREET PARTNERS FINANCIAL LLC | $233.6K | 20,083 | 0.01% | 7q | -11.7%-$30.8K |
| Kestra Advisory Services, LLC | $209.9K | 18,046 | 0.00% | 2q | +57.6%+$76.7K |
| Beacon Pointe Advisors, LLC | $201.2K | 17,297 | 0.00% | 2q | -13.0%-$30.1K |
| CITADEL ADVISORS LLC | $194.3K | 16,705 | 0.00% | new | NEW |
| D.A. DAVIDSON & CO. | $193.1K | 16,600 | 0.00% | 31q | HELD |
| LongView Wealth Management | $178.0K | 15,305 | 0.05% | 11q | -13.4%-$27.5K |
| Signature Wealth Management Partners, LLC | $166.9K | 14,351 | 0.08% | 5q | HELD |
| O'ROURKE & COMPANY, Inc | $159.1K | 13,683 | 0.06% | 6q | HELD |
| Cetera Investment Advisers | $135.6K | 11,658 | 0.00% | 10q | HELD |
| BlackRock, Inc. | $134.1K | 11,533 | 0.00% | 7q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $127.6K | 11,060 | 0.00% | 12q | HELD |
| Rockefeller Capital Management L.P. | $122.5K | 10,532 | 0.00% | 4q | +1.3%+$1.5K |
| FIFTH THIRD BANCORP | $102.8K | 8,841 | 0.00% | 2q | HELD |
| Noble Wealth Management PBC | $83.2K | 7,157 | 0.04% | 6q | +12.6%+$9.3K |
| Clear Street Group Inc. | $74.7K | 6,426 | 0.00% | 2q | +8950.7%+$73.9K |
| Farther Finance Advisors, LLC | $45.4K | 3,900 | 0.00% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $41.1K | 3,530 | 0.00% | 12q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $23.3K | 2,000 | 0.00% | new | NEW |
| WEBSTER BANK, N. A. | $23.3K | 2,000 | 0.00% | 3q | HELD |
| Whipplewood Advisors, LLC | $17.4K | 1,498 | 0.01% | 5q | -58.9%-$24.9K |
| SIT INVESTMENT ASSOCIATES INC | $17.0K | 1,462,183 | 0.32% | 14q | +10.8%+$1.7K |
| Allworth Financial LP | $16.7K | 1,433 | 0.00% | 7q | HELD |
| CoreCap Advisors, LLC | $11.6K | 1,000 | 0.00% | new | NEW |
| US BANCORP \DE\ | $3.5K | 300 | 0.00% | 31q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $2.9K | 250 | 0.00% | 2q | HELD |
| Geneos Wealth Management Inc. | $2.3K | 200 | 0.00% | 42q | -44.4%-$1.9K |
| Blue Trust, Inc. | $2.3K | 200 | 0.00% | 17q | HELD |
| Cambridge Investment Research Advisors, Inc. | $406 | 34,920 | 0.00% | new | NEW |
| WEDBUSH SECURITIES INC | $195 | 16,800 | 0.01% | 29q | -4.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 49 | $28.9M | 2,489,303 | 4 | 11 | 15 | 0.0% |
| Q1 2026 | 48 | $28.6M | 2,550,169 | 9 | 11 | 12 | 0.0% |
| Q4 2025 | 45 | $30.0M | 2,528,619 | 3 | 13 | 10 | 0.0% |
| Q3 2025 | 47 | $28.4M | 2,375,295 | 10 | 10 | 11 | 0.0% |
| Q2 2025 | 43 | $27.3M | 2,417,400 | 5 | 11 | 7 | 0.0% |
| Q1 2025 | 44 | $26.4M | 2,383,866 | 7 | 10 | 10 | 0.0% |
| Q4 2024 | 43 | $26.4M | 2,343,770 | 6 | 5 | 13 | 0.0% |
| Q3 2024 | 40 | $25.6M | 2,141,138 | 5 | 9 | 9 | 0.0% |
| Q2 2024 | 41 | $20.5M | 1,959,950 | 5 | 9 | 14 | 0.0% |
| Q1 2024 | 38 | $23.2M | 2,190,457 | 5 | 11 | 10 | 0.0% |
| Q4 2023 | 37 | $17.3M | 1,754,601 | 7 | 10 | 10 | 0.0% |
| Q3 2023 | 34 | $12.8M | 1,404,202 | 9 | 11 | 4 | 0.0% |
| Q2 2023 | 27 | $13.4M | 1,360,926 | 1 | 11 | 5 | 0.0% |
| Q1 2023 | 34 | $14.1M | 1,333,709 | 5 | 10 | 11 | 0.0% |
| Q4 2022 | 32 | $12.8M | 1,154,946 | 7 | 9 | 5 | 0.0% |
| Q3 2022 | 37 | $13.0M | 1,228,513 | 4 | 16 | 5 | 0.0% |
| Q2 2022 | 37 | $13.0M | 1,037,477 | 1 | 11 | 12 | 0.0% |
| Q1 2022 | 43 | $15.0M | 1,082,043 | 9 | 10 | 10 | 0.0% |
| Q4 2021 | 44 | $16.3M | 937,274 | 8 | 12 | 7 | 0.0% |
| Q3 2021 | 41 | $13.9M | 882,923 | 3 | 12 | 11 | 0.0% |
| Q2 2021 | 44 | $19.3M | 1,155,258 | 6 | 14 | 7 | 0.0% |
| Q1 2021 | 42 | $20.8M | 1,175,254 | 4 | 12 | 11 | 0.0% |
| Q4 2020 | 41 | $21.8M | 1,151,653 | 5 | 10 | 7 | 0.0% |
| Q3 2020 | 32 | $13.5M | 818,210 | 5 | 7 | 7 | 0.0% |
| Q2 2020 | 32 | $11.3M | 775,809 | 5 | 7 | 8 | 0.0% |
| Q1 2020 | 34 | $8.7M | 737,861 | 6 | 6 | 10 | 0.0% |
| Q4 2019 | 30 | $12.3M | 791,043 | 2 | 5 | 8 | 0.0% |
| Q3 2019 | 28 | $11.7M | 782,689 | 1 | 7 | 12 | 0.0% |
| Q2 2019 | 31 | $12.6M | 855,675 | 4 | 12 | 6 | 0.0% |
| Q1 2019 | 37 | $11.9M | 865,513 | 4 | 7 | 12 | 0.0% |
| Q4 2018 | 36 | $10.0M | 862,227 | 0 | 1 | 0 | 0.0% |