Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Flaherty & Crumrine Preferred Securities Income Fund Inc. include Wiley Bros.-aintree Capital, Llc, SILVER OAK SECURITIES, Inc, First Heartland Consultants, Inc., Maryland Capital Advisors Inc., and Massmutual Trust Co Fsb/adv .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
