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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-40.7K- 79.31% |
$342K - $376K
|
10.6K
$97.9K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
30+ 1.34% |
$252 - $278
|
2.27K
$21K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-746- 0.55% |
$6.61K - $6.94K
|
136K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.2KNew |
$276K - $290K
|
31.2K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100+ 10.53% |
$886 - $930
|
1.05K
$9.69K
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
51.3K+ 26.73% |
$455K - $478K
|
243K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-15.6K- 37.72% |
$138K - $145K
|
25.8K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.16K+ 10.81% |
$10.3K - $10.8K
|
11.9K
$110K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-37.1K- 92.82% |
$328K - $345K
|
2.87K
$26.4K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-6.84K- 10.95% |
$60.6K - $63.6K
|
55.6K
$513K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.09K+ 28.53% |
$18.5K - $19.5K
|
9.43K
$87K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
65.4K+ 12.05% |
$580K - $608K
|
608K
$5.61M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.3K+ 30.73% |
$91.7K - $96.2K
|
44K
$406K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.4K- 17.72% |
$30.1K - $31.6K
|
15.8K
$146K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24.6K+ 195.7% |
$218K - $229K
|
37.2K
$344K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.44KNew |
$12.7K - $13.4K
|
1.44K
$13.3K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.8K- 27.78% |
$122K - $128K
|
35.8K
$331K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14KNew |
$124K - $131K
|
14K
$130K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.77K- 2.47% |
$42.2K - $44.3K
|
188K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-7.83K- 11.14% |
$69.3K - $72.8K
|
62.4K
$576K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.3K+ 14.07% |
$145K - $152K
|
132K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.13KNew |
$27.7K - $29.1K
|
3.13K
$28.9K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.02K- 3.08% |
$17.9K - $18.8K
|
63.5K
$586K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.57K- 9.83% |
$67K - $70.4K
|
69.4K
$640K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
17.9K+ 21.42% |
$159K - $167K
|
102K
$939K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
14KNew |
$124K - $130K
|
14K
$129K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.8K- 6.7% |
$16K - $17.1K
|
25.1K
$231K
|
|
|
Apr 29, 2025
Q4 2024
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
10.2KNew |
$90.9K - $97.1K
|
10.2K
$94.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
75.7KNew |
$674K - $721K
|
75.7K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.5K+ 7.39% |
$13.4K - $14.3K
|
21.8K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7+ 1.61% |
$62.4 - $66.6
|
443
$4.09K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.6K- 5.34% |
$14.3K - $15.2K
|
28.4K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
45.2KNew |
$402K - $430K
|
45.2K
$417K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
47.8KNew |
$399K - $454K
|
47.8K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
589KNew |
$4.91M - $5.58M
|
589K
$5.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-14.3K- 37.67% |
$120K - $136K
|
23.7K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
$8.35K - $9.49K
|
1K
$9.23K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.48K- 50.0% |
$70.8K - $80.5K
|
8.48K
$78.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
38KNew |
$317K - $360K
|
38K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
12.7KNew |
$106K - $121K
|
12.7K
$117K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
17.4KNew |
$145K - $165K
|
17.4K
$160K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
17.4KNew |
$145K - $165K
|
17.4K
$160K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
970+ 5.42% |
$8.1K - $9.21K
|
18.9K
$174K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.08K+ 41.51% |
$8.98K - $10.2K
|
3.67K
$33.9K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-3.5K- 50.0% |
$29.2K - $33.2K
|
3.5K
$32.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
SELL
|
- |
-6.85K- 3.86% |
$57.2K - $65K
|
171K
$1.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-4.5K- 25.14% |
$37.6K - $42.7K
|
13.4K
$124K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
44+ 1.63% |
$367 - $418
|
2.75K
$25.3K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.5KNew |
$43.6K - $46.6K
|
5.5K
$50.8K
|
|