Spotlight Asset Group, Inc. Flaherty & Crumrine Preferred & Income Opportunity Fund Inc Transaction History

Spotlight Asset Group, Inc.

$140 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 11, 2021	SELL	$12.9 - $13.63 $138,030 - $145,841	-10,700 Closed	0 $0
Q2 2020 Jul 23, 2020	SELL	$8.91 - $11.85 $3,430 - $4,562	-385 Reduced 3.47%	10,700 $119,000
Q4 2019 Apr 13, 2020	BUY	$12.02 - $12.35 $133,241 - $136,899	11,085 New	11,085 $123,000

Others Institutions Holding PFO

# of Institutions

51

Shares Held

4.63M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

1.25M
Shares

$12 Million
0.25% of portfolio
Cibc Private Wealth Group, LLC

589K
Shares

$5.65 Million
0.01% of portfolio
Cibc Bancorp Usa Inc. Chicago, IL

589K
Shares

$5.65 Million
0.01% of portfolio
Pathstone Holdings, LLC Englewood, NJ

315K
Shares

$3.03 Million
0.01% of portfolio
1607 Capital Partners, LLC Richmond, VA

199K
Shares

$1.91 Million
0.15% of portfolio

About Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC

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...

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