Summit X, LLC - FLAHERTY & CRUMRINE PFD INC ownership

FLAHERTY & CRUMRINE PFD INC's ticker is PFO and the CUSIP is 33848E106. A total of 40 filers reported holding FLAHERTY & CRUMRINE PFD INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Summit X, LLC ownership history of FLAHERTY & CRUMRINE PFD INC
ValueSharesWeighting
Q3 2023$683,579
-7.6%
91,874
-0.6%
0.22%
+20.6%
Q2 2023$740,157
-6.8%
92,399
-4.0%
0.18%
-12.2%
Q1 2023$794,265
+13.7%
96,274
+31.2%
0.20%
+1.5%
Q4 2022$698,560
-4.4%
73,375
-14.1%
0.20%
-6.5%
Q3 2022$731,000
+4.4%
85,447
+16.4%
0.22%
+6.4%
Q2 2022$700,000
-18.9%
73,377
-1.6%
0.20%
-4.2%
Q1 2022$863,000
-18.0%
74,561
-9.4%
0.21%
-13.5%
Q4 2021$1,053,000
-3.7%
82,325
-3.6%
0.24%
-10.9%
Q3 2021$1,094,000
-5.8%
85,398
-1.6%
0.28%
-6.1%
Q2 2021$1,161,000
+1.1%
86,825
-0.7%
0.29%
-7.0%
Q1 2021$1,148,000
+0.3%
87,425
-0.1%
0.32%
-6.5%
Q4 2020$1,145,000
+65.9%
87,471
-5.0%
0.34%
+2963.6%
Q3 2020$690,000
-33.7%
92,056
-1.6%
0.01%
-97.1%
Q2 2020$1,041,000
-6.0%
93,552
-16.2%
0.38%
-25.5%
Q1 2020$1,108,000
-8.4%
111,601
+13.8%
0.52%
+14.9%
Q4 2019$1,210,000
-1.0%
98,087
-1.6%
0.45%
-8.2%
Q3 2019$1,222,000
-1.5%
99,728
-5.6%
0.49%
-3.4%
Q2 2019$1,240,000
-3.9%
105,643
-8.1%
0.51%
-8.2%
Q1 2019$1,290,000
-50.2%
114,909
-53.2%
0.55%
-63.1%
Q4 2018$2,591,000
-1.7%
245,786
+8.7%
1.49%
+15.4%
Q3 2018$2,637,000
+8.2%
226,187
-0.2%
1.30%
-4.7%
Q2 2018$2,438,000
+20.9%
226,617
+22.1%
1.36%
+12.3%
Q1 2018$2,016,000
-3.1%
185,531
+5.4%
1.21%
-8.3%
Q4 2017$2,080,000
-5.9%
176,095
-2.4%
1.32%
-10.0%
Q3 2017$2,211,000
-1.4%
180,345
+0.9%
1.47%
-8.4%
Q2 2017$2,243,000178,8091.60%
Other shareholders
FLAHERTY & CRUMRINE PFD INC shareholders Q3 2023
NameSharesValueWeighting ↓
Summit X, LLC 87,471$1,145,0000.34%
Newbridge Financial Services Group, Inc. 25,065$329,0000.27%
Quaker Wealth Management, LLC 13,320$175,0000.09%
S.A. Mason LLC 7,000$92,0000.08%
Spotlight Asset Group, Inc. 10,700$140,0000.05%
Poehling Capital Management, INC. 10,000$131,0000.05%
Mosaic Family Wealth, LLC 11,600$152,0000.05%
SPC Financial, Inc. 12,100$159,0000.02%
Covington Capital Management 35,208$462,0000.02%
Oxbow Advisors, LLC 10,925$143,0000.02%
View complete list of FLAHERTY & CRUMRINE PFD INC shareholders