Advertisement
Screener

BURNS J W & CO INC/NY Historic Quarter Change: USA Preferred Shares, New

BURNS J W & CO INC/NY historic quarter change: USA Preferred Shares, New

In preferred shares (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, BURNS J W & CO INC/NY opened 3 positions, added to 10, reduced 4 and sold out of 4.

  • Q2 2016: Stock JPC; Country of operation —; Class PFD; Shares before 0.
  • Q1 2016: Stock MORGAN STANLEY CAP TR V PFD 5.; Country of operation —; Class PFD; Shares before 0.
  • Q1 2016: Stock FSP 385 INTERLOCKEN DEVELOP (l; Country of operation —; Class PFD; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1047339), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-05); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-08); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-11); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-02); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-02); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-07); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-06); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-02); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-02); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-03); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-03); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2016JPC
NUVEEN PREFERRED INCOME
PFD012,800+12,800$0$128,000+$128,0002016-07-15
Q1 2016MORGAN STANLEY CAP TR V PFD 5.
CUSIP 617466206
PFD018,070+18,070$0$460,000+$460,0002016-04-08
Q1 2016FSP 385 INTERLOCKEN DEVELOP (l
CUSIP 36399N102
PFD000$0$0$02016-04-08

Similar Firms

Firm NameCountry13F ValueHoldings
Genus Capital Management Inc.Canada$0.873B189
NOVEM GROUPUnited States$0.873B920
Archford Capital Strategies, LLCUnited States$0.873B341
SoftVest Advisors, LLCUnited States$0.872B5
Private Capital Advisors, Inc.United States$0.872B73
Fund 1 Investments, LLCUnited States$0.872B66
Boulay Financial Advisors, LLCUnited States$0.871B5
Power Alpha Investment LtdBritish Virgin Islands$0.874B5
TWIN FOCUS CAPITAL PARTNERS, LLCUnited States$0.871B173
Wallace Capital Management Inc.United States$0.871B75