Koesten, Hirschmann & Crabtree, INC. - FLAHERTY&CRMN PFD SEC INCOM ownership

Quarter-by-quarter ownership
Koesten, Hirschmann & Crabtree, INC. ownership history of FLAHERTY&CRMN PFD SEC INCOM
ValueSharesWeighting
Q3 2023$2,413
-5.6%
1860.0%0.00%0.0%
Q2 2023$2,556
-0.7%
1860.0%0.00%0.0%
Q1 2023$2,575
-7.8%
1860.0%0.00%0.0%
Q4 2022$2,7941860.00%
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