Latest Institutional Transactions on Flaherty & Crumrine Preferred & Income Opportunity Fund Inc (PFO)
This table provides information on the latest institutional transactions involving Flaherty & Crumrine Preferred & Income Opportunity Fund Inc (PFO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.4K- 18.0% |
$206K - $226K
|
111K
$1.04M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.53K- 3.48% |
$12.9K - $14.2K
|
42.5K
$396K
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
61.1K+ 10.05% |
$514K - $565K
|
669K
$6.24M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.31K- 24.49% |
$19.4K - $21.4K
|
7.12K
$66.4K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.71K+ 9.55% |
$22.8K - $25.1K
|
31.1K
$290K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7KNew |
$89.6K - $98.5K
|
10.7K
$99.3K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-326- 1.5% |
$2.74K - $3.02K
|
21.5K
$200K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.2K+ 320.0% |
$26.9K - $29.6K
|
4.2K
$39.1K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
550+ 52.38% |
$4.63K - $5.09K
|
1.6K
$14.9K
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
4.31K+ 1.77% |
$36.2K - $39.8K
|
248K
$2.31M
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-530- 0.95% |
$4.46K - $4.9K
|
55.1K
$513K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.31KNew |
$44.6K - $49.1K
|
5.31K
$49.5K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1K- 3.72% |
$8.41K - $9.25K
|
25.9K
$241K
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.37K+ 17.12% |
$53.6K - $58.9K
|
43.6K
$406K
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.7K+ 37.45% |
$98.2K - $108K
|
42.9K
$400K
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3+ 0.1% |
$25.2 - $27.8
|
2.87K
$26.7K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.7K+ 29.88% |
$90.1K - $99.1K
|
46.6K
$434K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
75.6KNew |
$636K - $699K
|
75.6K
$704K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25+ 0.16% |
$210 - $231
|
15.8K
$147K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.25K+ 0.66% |
$10.5K - $11.5K
|
189K
$1.77M
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$8.41K - $9.25K
|
1K
$9.32K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45+ 0.32% |
$378 - $416
|
14.1K
$131K
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.32K- 8.52% |
$44.7K - $49.2K
|
57.1K
$532K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.51KNew |
$21.1K - $23.2K
|
2.51K
$23.4K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.3KNew |
$95K - $105K
|
11.3K
$105K
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
39.4KNew |
$332K - $365K
|
39.4K
$367K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.06K+ 4.58% |
$50.9K - $56K
|
138K
$1.29M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.45K- 4.97% |
$29K - $31.9K
|
65.9K
$615K
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.7K+ 21.57% |
$115K - $127K
|
77.2K
$720K
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-14.5K- 49.15% |
$122K - $134K
|
15K
$140K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.5KNew |
$29.4K - $32.4K
|
3.5K
$32.6K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-40.7K- 79.31% |
$342K - $376K
|
10.6K
$98.9K
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
30+ 1.34% |
$252 - $278
|
2.27K
$21.2K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-15.6K- 37.72% |
$138K - $145K
|
25.8K
$240K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.16K+ 10.81% |
$10.3K - $10.8K
|
11.9K
$111K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.44KNew |
$12.7K - $13.4K
|
1.44K
$13.4K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.13KNew |
$27.7K - $29.1K
|
3.13K
$29.2K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
17.9K+ 21.42% |
$159K - $167K
|
102K
$948K
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
14KNew |
$124K - $130K
|
14K
$130K
|
|
Q4 2024 | |||||||
Apr 29, 2025
Q4 2024
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
10.2KNew |
$90.9K - $97.1K
|
10.2K
$95.1K
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
75.7KNew |
$674K - $721K
|
75.7K
$705K
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7+ 1.61% |
$62.4 - $66.6
|
443
$4.13K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
45.2KNew |
$402K - $430K
|
45.2K
$421K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
47.8KNew |
$399K - $454K
|
47.8K
$446K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
589KNew |
$4.91M - $5.58M
|
589K
$5.48M
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-14.3K- 37.67% |
$120K - $136K
|
23.7K
$221K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.48K- 50.0% |
$70.8K - $80.5K
|
8.48K
$79K
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
38KNew |
$317K - $360K
|
38K
$354K
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
12.7KNew |
$106K - $121K
|
12.7K
$118K
|