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

FLAHERTY & CRUMRINE PFD INCOME COM

PFO
持有机构数
51
机构合计市值 (Q2 2026)
$3,738.4万
机构合计股数 (Q2 2026)
404.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+40.6万股
26 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-78.7万股
22 · 9 清仓 · ≈
⚖️ 净额
-38.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,738.4万
持有机构数
51
新买入
8
加仓
18
减仓
13
清仓
9
持股不变
12
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
0.3%0.28%#4$1,589.4万172.0万股$1,374.4万152.0万股+20.0万股+13.15%加仓
CIBC美国CIBC Bancorp USA Inc.
0.01%0.01%#20$543.8万58.9万股$532.0万58.9万股00.00%持仓不变
1607 Capital Partners, LLC
0.16%0.21%#6$185.0万20.0万股$290.7万32.2万股-12.1万股-37.75%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#18$162.3万17.6万股$168.5万18.6万股-1.1万股-5.75%减仓
Fiera资本Fiera Capital Corp
<0.01%<0.01%#24$118.9万12.9万股$113.2万12.5万股+3,413股+2.72%加仓
Pathstone控股Pathstone Holdings, LLC
<0.01%0.01%#26$93.8万10.2万股$244.8万27.1万股-16.9万股-62.51%减仓
Noble Wealth Management PBC
0.42%0.44%#3$92.7万10.0万股$88.1万9.7万股+2,911股+2.99%加仓
Closed-End Fund Advisors, Inc.
0.86%0.87%#1$87.7万9.5万股$85.6万9.5万股+196股+0.21%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
<0.01%<0.01%#23$82.7万8.9万股$77.1万8.5万股+4,159股+4.87%加仓
MUSTICO FINANCIAL GROUP, INC.
0.52%0.53%#2$75.7万8.4万股$75.4万8.1万股+2,240股+2.75%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#43$71.8万7.8万股$111.4万11.4万股-3.7万股-32.00%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#30$59.1万6.4万股$60.8万6.7万股-3,346股-4.97%减仓
Atlas Wealth LLC
0.08%#8$53.1万5.7万股$00股+5.7万股新买入
LPL金融LPL Financial LLC
<0.01%<0.01%#38$50.5万5.5万股$39.3万4.4万股+1.1万股+25.54%加仓
Arax顾问Arax Advisory Partners
<0.01%<0.01%#25$49.9万5.4万股$3.9万4,275股+5.0万股+1,164.05%加仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#33$38.7万4.2万股$38.4万4.3万股-576股-1.36%减仓
Sowell Financial Services LLC
0.01%0.01%#13$36.1万3.9万股$35.3万3.9万股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#39$33.3万3.6万股$38.9万4.3万股-7,019股-16.29%减仓
Smith Asset Management Co., LLC
0.22%0.25%#5$28.4万3.1万股$28.8万3.2万股-1,100股-3.46%减仓
CLIFFORD SWAN INVESTMENT COUNSEL LLC
0.01%0.01%#17$26.7万3.0万股$26.7万3.0万股00.00%持仓不变
古根海姆资本GUGGENHEIM CAPITAL LLC
<0.01%<0.01%#29$23.7万2.6万股$23.2万2.6万股+25股+0.10%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#35$22.5万2.4万股$8.3万9,188股+1.5万股+165.54%加仓
RIVERNORTH CAPITAL MANAGEMENT, LLC
0.01%0.01%#16$20.8万2.3万股$19.0万2.1万股+1,494股+7.10%加仓
TrueMark Investments, LLC
0.03%0.04%#11$20.8万2.3万股$19.0万2.1万股+1,494股+7.10%加仓
Logan Stone Capital, LLC
0.03%0.03%#10$15.7万1.7万股$9.5万1.1万股+6,480股+61.69%加仓
Traub Capital Management LLC
0.14%#7$15.5万1.7万股$00股+1.7万股新买入
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#50$13.5万1.5万股$13.2万1.5万股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#37$12.7万1.4万股$10.6万1.2万股+2,015股+17.20%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#49$12.5万1.3万股$12.5万1.4万股-365股-2.64%减仓
JAG CAPITAL MANAGEMENT, LLC
0.01%0.01%#14$11.7万1.3万股$11.5万1.3万股00.00%持仓不变
MOSAIC FAMILY WEALTH PARTNERS, LLC
0.01%0.01%#19$10.9万1.2万股$10.7万1.2万股00.00%持仓不变
Clear Creek Financial Management, LLC
0.01%0.01%#21$10.2万1.1万股$10.0万1.1万股+35股+0.32%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#47$10.2万1.1万股$00股+1.1万股新买入
阿尔法核心资本AlphaCore Capital LLC
<0.01%<0.01%#27$9.8万1.1万股$11.7万1.3万股-2,300股-17.83%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#48$7.9万8,578股$5.6万6,200股+2,378股+38.35%加仓
Basepoint Wealth LLC
0.03%0.05%#9$5.9万6,387股$9.0万9,937股-3,550股-35.73%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#51$5.1万5,498股$1.0万1,082股+4,416股+408.13%加仓
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
<0.01%#34$5.0万5,416股$00股+5,416股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#40$4.3万4,637股$00股+4,637股新买入
Thomas J. Herzfeld Advisors, Inc.
0.01%0.01%#15$3.4万3,679股$3.4万3,724股-45股-1.21%减仓
Paladin Partners, LLC
0.02%0.02%#12$3.0万3,271股$3.0万3,271股00.00%持仓不变
Mather集团MATHER GROUP, LLC.
<0.01%<0.01%#36$3.0万3,238股$5.3万5,887股-2,649股-45.00%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#42$2.8万3,000股$2.7万3,000股00.00%持仓不变
West Branch Capital LLC
0.01%0.01%#22$2.2万2,402股$2.1万2,368股+34股+1.44%加仓
FIDUCIARY FINANCIAL ADVISORS
<0.01%#28$1.6万1,700股$00股+1,700股新买入
Clear Street集团Clear Street Group Inc.
<0.01%#45$1.4万1,535股$00股+1,535股新买入
魁北克Desjardins联合会Federation des caisses Desjardins du Quebec
<0.01%<0.01%#44$1.2万1,300股$1.2万1,300股00.00%持仓不变
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
<0.01%<0.01%#31$5,516597股$5,397597股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#41$3,696400股$3,616400股00.00%持仓不变
HIGHLINE WEALTH PARTNERS LLC
<0.01%<0.01%#32$2,864310股$2,802310股00.00%持仓不变

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