Western Wealth Management, LLC - FLAHERTY&CRMN PFD SEC INCOM ownership

Quarter-by-quarter ownership
Western Wealth Management, LLC ownership history of FLAHERTY&CRMN PFD SEC INCOM
ValueSharesWeighting
Q3 2023$1,291,450
-8.9%
99,572
-3.5%
0.11%
-9.9%
Q2 2023$1,417,372
+1.6%
103,157
+2.3%
0.12%
-6.9%
Q1 2023$1,395,259
+21.8%
100,814
+32.2%
0.13%
+11.1%
Q4 2022$1,145,65376,2750.12%
Other shareholders
FLAHERTY&CRMN PFD SEC INCOM shareholders Q4 2023
NameSharesValueWeighting ↓
Oxbow Advisors, LLC 254,517$4,589,0000.73%
Montecito Bank & Trust 42,917$774,0000.52%
IFC Holdings Incorporated/FL 107,586$1,950,0000.42%
BARD ASSOCIATES INC 46,525$839,0000.37%
Covington Capital Management 178,247$3,214,0000.37%
MID CONTINENT CAPITAL LLC/IL 144,240$2,601,0000.18%
Aviance Capital Partners, LLC 17,644$318,0000.15%
WFG Advisors, LP 39,664$715,0000.11%
FIRST FOUNDATION ADVISORS 32,307$582,0000.09%
STEEL GROVE CAPITAL ADVISORS, LLC 16,608$299,0000.08%
View complete list of FLAHERTY&CRMN PFD SEC INCOM shareholders