Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Flaherty & Crumrine Preferred Income Fund Inc. termasuk Whipplewood Advisors, LLC, MAI Capital Management, dan Evolution Wealth Management Inc. .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 48,196 | 63.68 | 545 | 65.15 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 89,755 | 7.44 | 1,015 | 8.32 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 10,200 | 115 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 750 | 8 | ||||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 248,980 | 1.12 | 2,816 | 1.92 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 3,820 | 43 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 55,383 | 197.20 | 626 | 199.52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 10,858 | 0.29 | 123 | 0.83 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 65,811 | 1.68 | 744 | 2.48 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 648 | 7 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 4,280 | 53.96 | 48 | 54.84 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 568,232 | 35.29 | 6 | 50.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 177,337 | 3.85 | 2,006 | 4.65 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 41,489 | 115.61 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 8,711 | 0.35 | 99 | 1.03 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 27,733 | 314 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 44,835 | 3.07 | 507 | 3.89 | ||||
| 2025-08-14 | 13F | UBS Group AG | 131,211 | 1.78 | 1,484 | 2.56 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 14,351 | 162 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6,503 | 0.48 | 74 | 1.39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 154,578 | 9.21 | 1,748 | 10.08 |
