Lpl Financial LLC Flaherty & Crumrine Preferred & Income Opportunity Fund Inc Transaction History

Lpl Financial LLC

  • $246 Billion
  • Q1 2025

A detailed history of Lpl Financial LLC transactions in Flaherty & Crumrine Preferred & Income Opportunity Fund Inc stock. As of the latest transaction made, Lpl Financial LLC holds 35,845 shares of PFO stock, worth $323,321. This represents 0.0% of its overall portfolio holdings.

Number of Shares
35,845
Previous 49,630 27.78%
Holding current value
$323,321
Previous $447,000 26.17%
% of portfolio
0.0%
Previous 0.0%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$8.86 - $9.3 $122,135 - $128,200
-13,785 Reduced 27.78%
35,845 $330,000
Q4 2024

Feb 11, 2025
BUY
$8.91 - $9.52 $101,885 - $108,861
11,435 Added 29.94%
49,630 $447,000
Q3 2024

Nov 08, 2024
SELL
$8.35 - $9.49 $9,335 - $10,609
-1,118 Reduced 2.84%
38,195 $359,000
Q2 2024

Aug 07, 2024
SELL
$7.93 - $8.48 $7,390 - $7,903
-932 Reduced 2.32%
39,313 $332,000
Q1 2024

May 10, 2024
BUY
$7.98 - $8.44 $34,298 - $36,275
4,298 Added 11.96%
40,245 $339,000
Q4 2023

Feb 14, 2024
SELL
$6.95 - $8.05 $69,117 - $80,057
-9,945 Reduced 21.67%
35,947 $286,000
Q3 2023

Nov 13, 2023
BUY
$7.33 - $8.01 $29,928 - $32,704
4,083 Added 9.77%
45,892 $341,000
Q2 2023

Jul 31, 2023
BUY
$7.32 - $8.32 $71,889 - $81,710
9,821 Added 30.7%
41,809 $334,000
Q1 2023

May 10, 2023
SELL
$7.6 - $9.74 $1,178 - $1,509
-155 Reduced 0.48%
31,988 $263,000
Q4 2022

Feb 07, 2023
SELL
$8.35 - $9.35 $42,818 - $47,946
-5,128 Reduced 13.76%
32,143 $276,000
Q3 2022

Nov 14, 2022
BUY
$8.56 - $10.35 $29,018 - $35,086
3,390 Added 10.01%
37,271 $319,000
Q2 2022

Aug 12, 2022
SELL
$9.12 - $11.55 $11,545 - $14,622
-1,266 Reduced 3.6%
33,881 $323,000
Q1 2022

May 16, 2022
SELL
$10.65 - $12.65 $18,861 - $22,403
-1,771 Reduced 4.8%
35,147 $404,000
Q4 2021

Feb 14, 2022
BUY
$12.33 - $12.9 $33,093 - $34,623
2,684 Added 7.84%
36,918 $471,000
Q3 2021

Nov 15, 2021
SELL
$12.7 - $13.65 $108,356 - $116,461
-8,532 Reduced 19.95%
34,234 $439,000
Q2 2021

Aug 13, 2021
SELL
$12.9 - $13.63 $38,571 - $40,753
-2,990 Reduced 6.53%
42,766 $571,000
Q1 2021

May 14, 2021
BUY
$12.33 - $13.8 $77,321 - $86,539
6,271 Added 15.88%
45,756 $602,000
Q4 2020

Feb 12, 2021
BUY
$11.57 - $13.87 $46,522 - $55,771
4,021 Added 11.34%
39,485 $518,000
Q3 2020

Nov 09, 2020
SELL
$11.06 - $12.58 $26,355 - $29,978
-2,383 Reduced 6.3%
35,464 $422,000
Q2 2020

Aug 13, 2020
BUY
$8.91 - $11.85 $49,584 - $65,945
5,565 Added 17.24%
37,847 $421,000
Q1 2020

May 14, 2020
BUY
$6.71 - $13.2 $14,869 - $29,251
2,216 Added 7.37%
32,282 $320,000
Q4 2019

Feb 14, 2020
SELL
$12.02 - $12.35 $11,431 - $11,744
-951 Reduced 3.07%
30,066 $370,000
Q3 2019

Nov 13, 2019
BUY
$11.72 - $12.54 $1,500 - $1,605
128 Added 0.41%
31,017 $379,000
Q2 2019

Aug 09, 2019
SELL
$11.18 - $11.94 $32,131 - $34,315
-2,874 Reduced 8.51%
30,889 $362,000
Q1 2019

May 08, 2019
BUY
$10.81 - $11.81 $22,063 - $24,104
2,041 Added 6.43%
33,763 $379,000
Q4 2018

Feb 07, 2019
SELL
$9.56 - $12.05 $11,022 - $13,893
-1,153 Reduced 3.51%
31,722 $334,000
Q3 2018

Nov 14, 2018
BUY
$10.81 - $12.04 $87,550 - $97,511
8,099 Added 32.69%
32,875 $383,000
Q2 2018

Aug 14, 2018
BUY
$10.61 - $10.93 $59,203 - $60,989
5,580 Added 29.07%
24,776 $266,000
Q1 2018

May 15, 2018
BUY
$10.77 - $11.77 $10,726 - $11,722
996 Added 5.47%
19,196 $208,000
Q4 2017

Feb 14, 2018
SELL
$11.71 - $12.26 $49,018 - $51,320
-4,186 Reduced 18.7%
18,200 $215,000
Q3 2017

Nov 14, 2017
SELL
$11.91 - $12.29 $52,165 - $53,830
-4,380 Reduced 16.36%
22,386 $274,000
Q2 2017

Aug 14, 2017
BUY
N/A
26,766
26,766 $336,000

Others Institutions Holding PFO

# of Institutions
50
Shares Held
3.09M
Call Options Held
0
Put Options Held
0
View Full List

About Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC

PFO Quotes by TradingView
  • Ticker PFO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Flaherty & Crumrine Preferred Income Opportunity Fund Inc. is a closed ended equity mutual fund launched and managed by Flaherty & Crumrine Incorporated. The fund invests in the public equity markets of the United States. It invests in stocks of companies operating in the financial services sector. The fund primarily invests in preferred...
More about PFO
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