Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Flaherty & Crumrine Preferred Securities Income Fund Inc. comprennent Wiley Bros.-aintree Capital, Llc, SILVER OAK SECURITIES, Inc, First Heartland Consultants, Inc., Maryland Capital Advisors Inc., et Massmutual Trust Co Fsb/adv .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 386 181 | 8,56 | 6 291 | 11,01 | ||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | 10 000 | 163 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 26 410 | 7,97 | 430 | 10,54 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 59 032 | 5,64 | 962 | 7,98 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 222 | 1,83 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 12 850 | 0,39 | 209 | 2,96 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 18 582 | 1,98 | 303 | 4,14 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5 405 | 1,03 | 88 | 3,53 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 20 392 | 1,79 | 332 | 4,08 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 3 548 | 58 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 14 567 | 1,52 | 237 | 3,95 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 33 011 | 538 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 119 502 | 1,85 | 1 947 | 4,12 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12 441 | 203 | ||||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 23 785 | 8,91 | 387 | 11,53 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 240 041 | 27,95 | 4 | 50,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 489 280 | 13,31 | 7 970 | 15,88 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 107 539 | 1,37 | 1 497 | 4,18 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 26 653 | 0,02 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11 620 | 189 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 207 465 | 1,12 | 3 380 | 3,40 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 58 651 | 0,77 | 1 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 763 056 | 12,12 | 12 430 | 14,66 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 13 003 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 574 174 | 0,20 | 9 353 | 2,46 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 158 715 | 10,00 | 2 585 | 12,49 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10 126 | 165 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16 534 | 1,48 | 269 | 3,86 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 29 353 | 478 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 39 597 | 1,10 | 645 | 3,53 | ||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 24 170 | 394 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 81 216 | 8,64 | 1 323 | 11,18 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 130 782 | 3,73 | 2 130 | 6,08 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 5 600 | 91 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 93 547 | 2,09 | 1 524 | 4,39 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 33 955 | 0,76 | 553 | 3,17 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 418 047 | 52,42 | 7 | 50,00 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 375 350 | 2,40 | 6 114 | 4,71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 682 | 27 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 10 711 | 174 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 24 289 | 24,95 | 396 | 27,83 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 934 | 1,74 | 15 | 7,14 | ||||
| 2025-08-05 | 13F | Bard Associates Inc | 445 640 | 598,02 | 7 259 | 613,77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 11 046 | 180 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 292 421 | 33,79 | 4 764 | 36,83 |
