FLAHERTY & CRUMRINE PFD INCO (PFO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
49
Reporting holders
$20.9M
Reported value
0.0%
Held as options
+0
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. | $5.4M | 588,511 | 0.01% | 2q | HELD |
| 1607 Capital Partners, LLC | $1.8M | 200,178 | 0.16% | 4q | -37.8%-$1.1M |
| Private Advisor Group, LLC | $1.6M | 175,625 | 0.01% | 29q | -5.8%-$99.0K |
| Fiera Capital Corp | $1.2M | 128,673 | 0.00% | 4q | +2.7%+$31.5K |
| Pathstone Holdings, LLC | $938.1K | 101,525 | 0.00% | 4q | -62.5%-$1.6M |
| Noble Wealth Management PBC | $927.3K | 100,360 | 0.42% | 6q | +3.0%+$26.9K |
| Closed-End Fund Advisors, Inc. | $877.1K | 94,929 | 0.86% | 3q | HELD |
| D.A. DAVIDSON & CO. | $826.7K | 89,474 | 0.00% | 31q | +4.9%+$38.4K |
| MUSTICO FINANCIAL GROUP, INC. | $757.1K | 83,652 | 0.49% | 5q | +2.8%+$20.3K |
| MORGAN STANLEY | $717.7K | 77,677 | 0.00% | 35q | -18.1%-$158.5K |
| Atlas Wealth LLC | $530.8K | 57,449 | 0.08% | new | NEW |
| LPL Financial LLC | $504.6K | 54,614 | 0.00% | 31q | +25.5%+$102.7K |
| Arax Advisory Partners | $499.3K | 54,038 | 0.00% | 4q | +1164.0%+$459.8K |
| Baird Financial Group, Inc. | $387.4K | 41,928 | 0.00% | 6q | -1.4%-$5.3K |
| Sowell Financial Services LLC | $361.0K | 39,073 | 0.01% | 11q | HELD |
| WELLS FARGO & COMPANY/MN | $333.2K | 36,061 | 0.00% | 31q | -58.1%-$462.9K |
| Smith Asset Management Co., LLC | $283.8K | 30,718 | 0.22% | 2q | -3.5%-$10.2K |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | $272.6K | 29,500 | 0.01% | 31q | HELD |
| GUGGENHEIM CAPITAL LLC | $236.9K | 25,636 | 0.00% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $225.4K | 24,398 | 0.00% | 26q | +165.5%+$140.5K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $208.2K | 22,537 | 0.01% | 11q | +7.1%+$13.8K |
| TrueMark Investments, LLC | $208.2K | 22,537 | 0.03% | 4q | +7.1%+$13.8K |
| Logan Stone Capital, LLC | $156.9K | 16,984 | 0.03% | 2q | +61.7%+$59.9K |
| Traub Capital Management LLC | $154.9K | 16,759 | 0.14% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $134.6K | 14,564 | 0.00% | 31q | HELD |
| Cetera Investment Advisers | $126.9K | 13,733 | 0.00% | 6q | +17.2%+$18.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $124.6K | 13,484 | 0.00% | 3q | -2.6%-$3.4K |
| JAG CAPITAL MANAGEMENT, LLC | $117.3K | 12,700 | 0.01% | 8q | HELD |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $109.3K | 11,824 | 0.01% | 15q | HELD |
| Clear Creek Financial Management, LLC | $102.4K | 11,080 | 0.01% | 2q | HELD |
| CITADEL ADVISORS LLC | $102.2K | 11,062 | 0.00% | new | NEW |
| AlphaCore Capital LLC | $97.9K | 10,600 | 0.00% | 3q | -17.8%-$21.3K |
| UBS Group AG | $79.3K | 8,578 | 0.00% | 31q | +38.4%+$22.0K |
| Basepoint Wealth LLC | $59.0K | 6,387 | 0.03% | 19q | -35.7%-$32.8K |
| ROYAL BANK OF CANADA | $51.0K | 5,498 | 0.00% | 31q | +408.1%+$41.0K |
| WOLVERINE ASSET MANAGEMENT LLC | $50.0K | 5,416 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $42.8K | 4,637 | 0.00% | new | NEW |
| Thomas J. Herzfeld Advisors, Inc. | $34.0K | 3,679 | 0.01% | 8q | -1.2% |
| Paladin Partners, LLC | $30.2K | 3,271 | 0.02% | new | FIRST |
| MATHER GROUP, LLC. | $29.9K | 3,238 | 0.00% | 2q | -45.0%-$24.5K |
| Rockefeller Capital Management L.P. | $27.7K | 3,000 | 0.00% | 4q | HELD |
| West Branch Capital LLC | $22.2K | 2,402 | 0.01% | 21q | +1.4% |
| SIT INVESTMENT ASSOCIATES INC | $15.9K | 1,720,165 | 0.30% | 10q | +13.1%+$1.8K |
| FIDUCIARY FINANCIAL ADVISORS | $15.7K | 1,700 | 0.00% | new | NEW |
| Clear Street Group Inc. | $14.2K | 1,535 | 0.00% | new | NEW |
| Federation des caisses Desjardins du Quebec | $12.0K | 1,300 | 0.00% | 38q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $5.5K | 597 | 0.00% | 5q | HELD |
| HARBOUR INVESTMENTS, INC. | $3.7K | 400 | 0.00% | 2q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $2.9K | 310 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $2.6K | 284 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.2K | 127,930 | 0.00% | 22q | +90.1% |
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 | $20.9M | 2,264,115 | 8 | 14 | 12 | 0.0% |
| Q1 2026 | 49 | $25.9M | 2,861,529 | 11 | 10 | 18 | 0.0% |
| Q4 2025 | 42 | $30.8M | 3,259,662 | 5 | 11 | 15 | 0.0% |
| Q3 2025 | 42 | $26.0M | 2,676,155 | 7 | 13 | 10 | 0.0% |
| Q2 2025 | 44 | $21.7M | 2,342,871 | 7 | 12 | 9 | 0.0% |
| Q1 2025 | 44 | $21.9M | 2,391,061 | 5 | 10 | 11 | 0.0% |
| Q4 2024 | 41 | $21.4M | 2,365,832 | 4 | 10 | 10 | 0.0% |
| Q3 2024 | 44 | $20.3M | 2,161,710 | 8 | 10 | 15 | 0.0% |
| Q2 2024 | 43 | $15.5M | 1,830,765 | 8 | 11 | 11 | 0.0% |
| Q1 2024 | 38 | $16.4M | 1,944,489 | 2 | 14 | 9 | 0.0% |
| Q4 2023 | 43 | $14.6M | 1,833,073 | 7 | 14 | 11 | 0.0% |
| Q3 2023 | 38 | $10.2M | 1,369,429 | 7 | 13 | 8 | 0.0% |
| Q2 2023 | 34 | $9.1M | 1,138,396 | 6 | 10 | 10 | 0.0% |
| Q1 2023 | 33 | $9.1M | 1,098,746 | 2 | 11 | 5 | 0.0% |
| Q4 2022 | 37 | $7.3M | 840,348 | 7 | 11 | 9 | 0.0% |
| Q3 2022 | 42 | $9.8M | 1,146,833 | 7 | 12 | 11 | 0.0% |
| Q2 2022 | 40 | $9.1M | 960,085 | 6 | 8 | 10 | 0.0% |
| Q1 2022 | 38 | $11.2M | 970,781 | 4 | 12 | 6 | 0.0% |
| Q4 2021 | 41 | $12.0M | 942,491 | 5 | 14 | 7 | 0.0% |
| Q3 2021 | 40 | $11.0M | 861,511 | 4 | 13 | 4 | 0.0% |
| Q2 2021 | 39 | $12.0M | 901,822 | 3 | 14 | 7 | 0.0% |
| Q1 2021 | 40 | $11.6M | 884,458 | 4 | 11 | 5 | 0.0% |
| Q4 2020 | 38 | $12.0M | 916,207 | 4 | 13 | 10 | 0.0% |
| Q3 2020 | 38 | $10.4M | 905,066 | 4 | 8 | 9 | 0.0% |
| Q2 2020 | 34 | $9.4M | 841,206 | 0 | 8 | 11 | 0.0% |
| Q1 2020 | 36 | $9.3M | 935,289 | 3 | 11 | 10 | 0.0% |
| Q4 2019 | 36 | $11.2M | 912,496 | 0 | 8 | 6 | 0.0% |
| Q3 2019 | 34 | $11.0M | 896,012 | 1 | 8 | 11 | 0.0% |
| Q2 2019 | 37 | $11.1M | 949,708 | 4 | 12 | 6 | 0.0% |
| Q1 2019 | 36 | $9.6M | 855,717 | 2 | 10 | 9 | 0.0% |
| Q4 2018 | 37 | $10.7M | 1,016,895 | 0 | 2 | 0 | 0.0% |