13FBOX
FLAHERTY & CRUMRINE PFD INCO · 13F 机构持仓分析
期权收益计算器 机构排行

FLAHERTY & CRUMRINE PFD INCO

PFD
持有机构数
52
机构合计市值 (Q2 2026)
$4,635.1万
机构合计股数 (Q2 2026)
398.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+32.4万股
21 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-9.2万股
18 · 3 清仓 · ≈
⚖️ 净额
+23.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,635.1万
持有机构数
52
新买入
5
加仓
16
减仓
15
清仓
3
持股不变
16
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SIT INVESTMENT ASSOCIATES INC
0.32%0.3%#2$1,700.5万146.2万股$1,476.0万132.0万股+14.2万股+10.75%加仓
CIBC美国CIBC Bancorp USA Inc.
0.01%0.01%#16$513.3万44.1万股$493.4万44.1万股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#39$346.0万29.8万股$306.9万25.5万股+4.2万股+16.53%加仓
Fiera资本Fiera Capital Corp
0.01%0.01%#15$206.0万17.7万股$191.6万17.1万股+5,697股+3.32%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#44$183.7万15.8万股$176.3万15.8万股+329股+0.21%加仓
MGO资本MGO ONE SEVEN LLC
0.03%0.03%#12$164.3万14.1万股$160.6万14.4万股-2,367股-1.65%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#41$134.9万11.6万股$125.9万11.3万股+3,349股+2.97%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#33$126.8万10.9万股$122.9万11.0万股-885股-0.81%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#40$108.3万9.3万股$107.5万9.6万股-3,015股-3.14%减仓
UMB银行UMB Bank, n.a.
0.01%0.01%#13$100.5万8.6万股$96.6万8.6万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#24$99.4万8.5万股$96.5万8.6万股-859股-1.00%减仓
Smith Asset Management Co., LLC
0.66%0.71%#1$84.5万7.3万股$82.8万7.4万股-1,397股-1.89%减仓
FIDUCIARY FINANCIAL ADVISORS
0.07%#5$70.5万6.1万股$00股+6.1万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#38$68.5万5.9万股$62.8万5.6万股+2,704股+4.81%加仓
ROBINSON CAPITAL MANAGEMENT, LLC
0.28%0.27%#3$64.0万5.5万股$64.5万5.5万股00.00%持仓不变
1607 Capital Partners, LLC
0.05%0.06%#9$57.0万4.9万股$88.8万7.9万股-3.0万股-38.28%减仓
Pathway Financial Advisors LLC
0.06%0.07%#6$54.4万4.7万股$54.2万4.8万股-1,200股-2.49%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#45$49.9万4.3万股$55.0万4.9万股-6,349股-12.90%减仓
Calamos顾问Calamos Advisors LLC
<0.01%<0.01%#23$47.8万4.1万股$42.9万3.8万股+2,742股+7.14%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#29$42.8万3.7万股$41.7万3.7万股-490股-1.31%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
<0.01%<0.01%#21$38.4万3.3万股$36.7万3.3万股+220股+0.67%加仓
Bridgewealth Advisory Group, LLC
0.06%0.06%#7$29.8万2.6万股$28.6万2.6万股00.00%持仓不变
CreativeOne Wealth, LLC
0.01%<0.01%#17$27.0万2.3万股$19.1万1.7万股+6,099股+35.67%加仓
资本投资顾问Capital Investment Advisors, LLC
<0.01%<0.01%#20$26.3万2.3万股$17.8万1.6万股+6,762股+42.56%加仓
CARY STREET PARTNERS FINANCIAL LLC
0.01%0.01%#18$23.4万2.0万股$25.4万2.3万股-2,652股-11.66%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#27$21.0万1.8万股$12.8万1.1万股+6,593股+57.57%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%#30$20.3万1.7万股$00股+1.7万股新买入
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%<0.01%#26$20.1万1.7万股$22.2万2.0万股-2,592股-13.03%减仓
WEDBUSH SECURITIES INC
0.01%0.01%#19$19.5万1.7万股$19.6万1.8万股-700股-4.00%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#50$19.4万1.7万股$00股+1.7万股新买入
D.A. DavidsonD.A. DAVIDSON & CO.
<0.01%<0.01%#25$19.3万1.7万股$18.6万1.7万股00.00%持仓不变
LongView Wealth Management
0.05%0.05%#10$17.8万1.5万股$20.3万1.8万股-2,365股-13.38%减仓
Signature Wealth Management Partners, LLC
0.08%0.08%#4$16.7万1.4万股$16.0万1.4万股00.00%持仓不变
O'ROURKE & COMPANY, Inc
0.06%0.06%#8$15.9万1.4万股$15.3万1.4万股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#43$13.6万1.2万股$13.0万1.2万股+40股+0.34%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#52$13.4万1.2万股$12.9万1.2万股00.00%持仓不变
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#34$12.8万1.1万股$12.4万1.1万股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#37$12.2万1.1万股$11.6万1.0万股+132股+1.27%加仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#42$10.3万8,841股$9.8万8,806股+35股+0.40%加仓
Noble Wealth Management PBC
0.04%0.04%#11$8.3万7,157股$7.1万6,355股+802股+12.62%加仓
Clear Street集团Clear Street Group Inc.
<0.01%<0.01%#36$7.5万6,426股$79471股+6,355股+8,950.70%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#31$4.5万3,900股$4.4万3,900股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#35$4.1万3,530股$3.9万3,530股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#48$2.3万2,000股$00股+2,000股新买入
WEBSTER BANK, N. A.
<0.01%<0.01%#22$2.3万2,000股$2.2万2,000股00.00%持仓不变
Whipplewood Advisors, LLC
0.01%0.02%#14$1.7万1,498股$4.1万3,641股-2,143股-58.86%减仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#46$1.7万1,433股$1.6万1,433股00.00%持仓不变
CoreCap 顾问CoreCap Advisors, LLC
<0.01%#32$1.2万1,000股$00股+1,000股新买入
美国合众银行US BANCORP \DE\
<0.01%<0.01%#51$3,489300股$3,354300股00.00%持仓不变
HIGHLINE WEALTH PARTNERS LLC
<0.01%<0.01%#28$2,908250股$2,795250股00.00%持仓不变

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