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Flaherty & Crumrin PRE&INC F (PFD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
MGO One Seven LLC
DECREASED
Shares107,288 from 141,315
Change-34,027 (-24%)
Value$1.2M (-$488.0K)
Filed 2026-10-28
Smith Asset Management Co., LLC
DECREASED
Shares71,468 from 72,668
Change-1,200 (-2%)
Value$769.7K (-$75.4K)
Filed 2026-10-16
Pathway Financial Advisors LLC
DECREASED
Shares44,090 from 46,996
Change-2,906 (-6%)
Value$474.8K (-$69.4K)
Filed 2026-10-07
Calamos Advisors LLC
INCREASED
Shares43,867 from 41,125
Change+2,742 (+7%)
Value$472.4K (-$5.8K)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
NEW
Shares40,798
Change+40,798
Value$439.4K
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares33,631 from 36,829
Change-3,198 (-9%)
Value$362.2K (-$66.1K)
Filed 2026-11-02
Capital Investment Advisors, LLC
INCREASED
Shares26,937 from 22,651
Change+4,286 (+19%)
Value$290.1K (+$26.7K)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares17,392 from 18,046
Change-654 (-4%)
Value$187.3K (-$22.6K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares16,996 from 17,460
Change-464 (-3%)
Value$183.0K (-$20.0K)
Filed 2026-11-02
Wedbush Securities Inc
UNCHANGED
Shares16,800 from 16,800
Change0 (0%)
Value$181.0K (-$14.0K)
Filed 2026-10-22
Signature Wealth Management Partners, LLC
UNCHANGED
Shares14,351 from 14,351
Change0 (0%)
Value$154.6K (-$12.3K)
Filed 2026-10-21
D.A. Davidson & Co.
DECREASED
Shares14,200 from 16,600
Change-2,400 (-14%)
Value$152.9K (-$40.1K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares11,060 from 11,060
Change0 (0%)
Value$116.5K (-$11.2K)
Filed 2026-10-13
Noble Wealth Management PBC
INCREASED
Shares9,430 from 7,157
Change+2,273 (+32%)
Value$101.6K (+$18.3K)
Filed 2026-10-01
Fifth Third Bancorp
INCREASED
Shares8,874 from 8,841
Change+33 (+0%)
Value$95.6K (-$7.2K)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$42.0K (-$3.4K)
Filed 2026-10-08
CoreCap Advisors, LLC
INCREASED
Shares2,300 from 1,000
Change+1,300 (+130%)
Value$24.8K (+$13.1K)
Filed 2026-10-08
Pathway Financial Advisers, LLC
NEW
Shares1,988
Change+1,988
Value$21.4K
Filed 2026-10-27
Whipplewood Advisors, LLC
UNCHANGED
Shares1,498 from 1,498
Change0 (0%)
Value$16.1K (-$1.3K)
Filed 2026-10-20
US Bancorp \de\
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$3.2K (-$258)
Filed 2026-11-05
Highline Wealth Partners LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$2.7K (-$215)
Filed 2026-10-19
Blue Trust, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$2.2K (-$172)
Filed 2026-10-15
LongView Wealth Management
CLOSED
Shares0 from 15,305
Change-15,305 (-100%)
Value$0 (-$178.0K)
Filed 2026-10-19
SIT Investment Associates Inc
N/A
Shares— from 1,462,183
Change-1,462,183 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 441,364
Change-441,364 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 297,511
Change-297,511 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 177,117
Change-177,117 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 157,980
Change-157,980 (-100%)
Value—
UBS Group AG
N/A
Shares— from 115,966
Change-115,966 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 109,007
Change-109,007 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 98,008
Change-98,008 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 93,148
Change-93,148 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 86,373
Change-86,373 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 85,433
Change-85,433 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 60,582
Change-60,582 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 58,868
Change-58,868 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 55,073
Change-55,073 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 42,868
Change-42,868 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 33,048
Change-33,048 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 25,590
Change-25,590 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 23,199
Change-23,199 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 20,083
Change-20,083 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 17,297
Change-17,297 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 16,705
Change-16,705 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 13,683
Change-13,683 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,658
Change-11,658 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 11,533
Change-11,533 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10,532
Change-10,532 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 6,426
Change-6,426 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,530
Change-3,530 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Status
MGO One Seven LLC
DECREASED107,288141,315-34,027-24%$1.6M$1.2M-$488.0K2026-10-28
Smith Asset Management Co., LLC
DECREASED71,46872,668-1,200-2%$845.1K$769.7K-$75.4K2026-10-16
Pathway Financial Advisors LLC
DECREASED44,09046,996-2,906-6%$544.2K$474.8K-$69.4K2026-10-07
Calamos Advisors LLC
INCREASED43,86741,125+2,742+7%$478.3K$472.4K-$5.8K2026-11-02
Hennion & Walsh Asset Management, Inc.
NEW40,798—+40,798——$439.4K—2026-10-13
Commonwealth Equity Services, LLC
DECREASED33,63136,829-3,198-9%$428.3K$362.2K-$66.1K2026-11-02
Capital Investment Advisors, LLC
INCREASED26,93722,651+4,286+19%$263.4K$290.1K+$26.7K2026-10-22
Kestra Advisory Services, LLC
DECREASED17,39218,046-654-4%$209.9K$187.3K-$22.6K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED16,99617,460-464-3%$203.0K$183.0K-$20.0K2026-11-02
Wedbush Securities Inc
UNCHANGED16,80016,80000%$195.0K$181.0K-$14.0K2026-10-22
Signature Wealth Management Partners, LLC
UNCHANGED14,35114,35100%$166.9K$154.6K-$12.3K2026-10-21
D.A. Davidson & Co.
DECREASED14,20016,600-2,400-14%$193.1K$152.9K-$40.1K2026-10-28
Wealth Enhancement Advisory Services, LLC
UNCHANGED11,06011,06000%$127.6K$116.5K-$11.2K2026-10-13
Noble Wealth Management PBC
INCREASED9,4307,157+2,273+32%$83.2K$101.6K+$18.3K2026-10-01
Fifth Third Bancorp
INCREASED8,8748,841+33+0%$102.8K$95.6K-$7.2K2026-11-05
Farther Finance Advisors, LLC
UNCHANGED3,9003,90000%$45.4K$42.0K-$3.4K2026-10-08
CoreCap Advisors, LLC
INCREASED2,3001,000+1,300+130%$11.6K$24.8K+$13.1K2026-10-08
Pathway Financial Advisers, LLC
NEW1,988—+1,988——$21.4K—2026-10-27
Whipplewood Advisors, LLC
UNCHANGED1,4981,49800%$17.4K$16.1K-$1.3K2026-10-20
US Bancorp \de\
UNCHANGED30030000%$3.5K$3.2K-$2582026-11-05
Highline Wealth Partners LLC
UNCHANGED25025000%$2.9K$2.7K-$2152026-10-19
Blue Trust, Inc.
UNCHANGED20020000%$2.3K$2.2K-$1722026-10-15
LongView Wealth Management
CLOSED015,305-15,305-100%$178.0K$0-$178.0K2026-10-19
SIT Investment Associates Inc
N/A—1,462,183-1,462,183-100%$17.0M———
CIBC Bancorp USA Inc.
N/A—441,364-441,364-100%$5.1M———
Morgan Stanley
N/A—297,511-297,511-100%$3.5M———
Fiera Capital Corp
N/A—177,117-177,117-100%$2.1M———
Bank of America Corp
N/A—157,980-157,980-100%$1.8M———
UBS Group AG
N/A—115,966-115,966-100%$1.3M———
LPL Financial LLC
N/A—109,007-109,007-100%$1.3M———
1607 Capital Partners, LLC
N/A—98,008-98,008-100%$1.1M———
Wells Fargo & Company
N/A—93,148-93,148-100%$1.1M———
UMB Bank, n.a.
N/A—86,373-86,373-100%$1.0M———
Osaic Holdings, Inc.
N/A—85,433-85,433-100%$993.6K———
Fiduciary Financial Advisors
N/A—60,582-60,582-100%$704.6K———
Raymond James Financial Inc
N/A—58,868-58,868-100%$684.6K———
Robinson Capital Management, LLC
N/A—55,073-55,073-100%$640.5K———
Royal Bank of Canada
N/A—42,868-42,868-100%$499.0K———
Guggenheim Capital LLC
N/A—33,048-33,048-100%$384.3K———
Bridgewealth Advisory Group, LLC
N/A—25,590-25,590-100%$297.6K———
CreativeOne Wealth, LLC
N/A—23,199-23,199-100%$269.8K———
Cary Street Partners Financial LLC
N/A—20,083-20,083-100%$233.6K———
Beacon Pointe Advisors, LLC
N/A—17,297-17,297-100%$201.2K———
Citadel Advisors LLC
N/A—16,705-16,705-100%$194.3K———
O'rourke & Company, Inc
N/A—13,683-13,683-100%$159.1K———
Cetera Investment Advisers
N/A—11,658-11,658-100%$135.6K———
BlackRock, Inc.
N/A—11,533-11,533-100%$134.1K———
Rockefeller Capital Management L.P.
N/A—10,532-10,532-100%$122.5K———
BFC Planning, Inc.
N/A—7,000-7,000-100%$81.4K———
Clear Street Group Inc.
N/A—6,426-6,426-100%$74.7K———
Steward Partners Investment Advisory, LLC
N/A—3,530-3,530-100%$41.1K———
Webster Bank, N. A.
N/A—2,000-2,000-100%$23.3K———
Allworth Financial LP
N/A—1,433-1,433-100%$16.7K———
Geneos Wealth Management Inc.
N/A—200-200-100%$2.3K———
Showing 54 of 54 institutions