Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Flaherty & Crumrine Preferred Income Fund Inc., omfatter Whipplewood Advisors, LLC, MAI Capital Management, og Evolution Wealth Management Inc. .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
