Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Flaherty & Crumrine Preferred Income Fund Inc. meliputi Whipplewood Advisors, LLC, MAI Capital Management, dan Evolution Wealth Management Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi 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 |