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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.1KNew |
$177K - $187K
|
22.1K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.3KNew |
$10.4K - $11K
|
1.3K
$11.1K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.1K+ 12.8% |
$96.3K - $102K
|
106K
$905K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3K- 12.68% |
$23.9K - $25.3K
|
20.7K
$176K
|
|
|
May 15, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-137K- 92.42% |
$1.09M - $1.15M
|
11.2K
$95.3K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-584- 72.01% |
$4.66K - $4.93K
|
227
$1.93K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
14.8K+ 24.62% |
$118K - $125K
|
75.1K
$639K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
9.55K+ 41.6% |
$76.2K - $80.6K
|
32.5K
$277K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.9K- 25.43% |
$79K - $83.6K
|
29K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
16.8KNew |
$134K - $142K
|
16.8K
$143K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.1KNew |
$177K - $187K
|
22.1K
$188K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
28.9K+ 22.12% |
$231K - $244K
|
160K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.16K- 53.41% |
$73.1K - $77.3K
|
7.99K
$68K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-210- 0.13% |
$1.68K - $1.77K
|
159K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
394New |
$3.14K - $3.33K
|
394
$3.35K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.3K+ 11.96% |
$34.3K - $36.3K
|
40.2K
$342K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.28K+ 7.42% |
$18.2K - $19.2K
|
33K
$281K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.66K- 8.48% |
$29.2K - $30.8K
|
39.4K
$335K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-412- 1.01% |
$3.29K - $3.48K
|
40.5K
$344K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.48K- 2.72% |
$19.8K - $20.9K
|
88.4K
$752K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-200- 1.1% |
$1.6K - $1.69K
|
17.9K
$152K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6K+ 5.93% |
$47.9K - $50.6K
|
107K
$912K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
8.33K+ 6.3% |
$66.5K - $70.3K
|
141K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.79K+ 1.86% |
$30.2K - $32K
|
208K
$1.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56+ 0.44% |
$447 - $473
|
12.7K
$108K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.84K+ 11.85% |
$14.7K - $15.5K
|
17.4K
$148K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.53K- 1.88% |
$12.2K - $12.9K
|
79.9K
$680K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
26+ 1.24% |
$207 - $219
|
2.12K
$18.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
109KNew |
$871K - $921K
|
109K
$929K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
57+ 2.19% |
$455 - $481
|
2.66K
$22.6K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.6KNew |
$87.2K - $101K
|
12.6K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
50.5KNew |
$351K - $407K
|
50.5K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-70- 0.57% |
$487 - $564
|
12.3K
$104K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.14K+ 583.27% |
$21.8K - $25.3K
|
3.68K
$31.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
12.3KNew |
$85.4K - $98.9K
|
12.3K
$105K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
172+ 1.6% |
$1.2K - $1.38K
|
10.9K
$93.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
14KNew |
$97.3K - $113K
|
14K
$119K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.51KNew |
$17.5K - $20.2K
|
2.51K
$21.4K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.4KNew |
$156K - $180K
|
22.4K
$191K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.1KNew |
$272K - $315K
|
39.1K
$333K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
126+ 1.14% |
$876 - $1.01K
|
11.2K
$95.2K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29+ 1.17% |
$213 - $232
|
2.52K
$21.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.1KNew |
$103K - $113K
|
14.1K
$120K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.42K+ 8.08% |
$10.4K - $11.3K
|
18.9K
$161K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
41+ 0.11% |
$300 - $341
|
36.8K
$313K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17K+ 100.0% |
$124K - $141K
|
33.9K
$289K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.34K- 43.37% |
$17.1K - $19.5K
|
3.06K
$26K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$73.2K - $83.2K
|
10K
$85.1K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1K- 15.38% |
$7.6K - $9.74K
|
5.5K
$46.8K
|
|