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 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.51K- 11.35% |
$19.9K - $21.3K
|
19.6K
$185K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3K+ 10.34% |
$23.8K - $25.4K
|
32K
$301K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.5KNew |
$43.6K - $46.6K
|
5.5K
$51.8K
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
139K+ 826.69% |
$1.1M - $1.18M
|
155K
$1.46M
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
122K+ 1086.71% |
$965K - $1.03M
|
133K
$1.25M
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$79.3K - $84.8K
|
10K
$94.1K
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
19.9K+ 39.43% |
$158K - $169K
|
70.4K
$663K
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
20.4K+ 27.2% |
$162K - $173K
|
95.5K
$898K
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
79.8KNew |
$633K - $677K
|
79.8K
$751K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18K- 45.62% |
$143K - $153K
|
21.4K
$202K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11+ 2.79% |
$87.2 - $93.3
|
405
$3.81K
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.38K- 4.95% |
$34.7K - $37.1K
|
84K
$791K
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
133+ 0.77% |
$1.05K - $1.13K
|
17.5K
$165K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.81K- 23.66% |
$62K - $66.3K
|
25.2K
$237K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.6KNew |
$163K - $175K
|
20.6K
$194K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-251- 3.14% |
$1.99K - $2.13K
|
7.74K
$72.9K
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.39K- 5.9% |
$18.9K - $20.3K
|
38.1K
$358K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17K- 50.0% |
$134K - $144K
|
17K
$160K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-932- 2.32% |
$7.39K - $7.9K
|
39.3K
$370K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.22K+ 0.59% |
$9.67K - $10.3K
|
209K
$1.97M
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.59KNew |
$20.6K - $22K
|
2.59K
$24.4K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-65.8K- 41.21% |
$522K - $558K
|
93.9K
$883K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-4.43K- 4.14% |
$35.2K - $37.6K
|
103K
$967K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58+ 0.46% |
$460 - $492
|
12.7K
$120K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.51K+ 4.09% |
$51.6K - $55.2K
|
166K
$1.56M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.04KNew |
$8.27K - $8.84K
|
1.04K
$9.81K
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
37K+ 26.32% |
$294K - $314K
|
178K
$1.67M
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
28+ 1.32% |
$222 - $237
|
2.15K
$20.3K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.16K- 1.45% |
$9.22K - $9.86K
|
78.8K
$741K
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
17.9KNew |
$142K - $152K
|
17.9K
$168K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
46+ 1.73% |
$365 - $390
|
2.7K
$25.4K
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
15.1KNew |
$119K - $128K
|
15.1K
$142K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.1K+ 12.8% |
$96.3K - $102K
|
106K
$1M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
$7.98K - $8.44K
|
1K
$9.41K
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
9.55K+ 41.6% |
$76.2K - $80.6K
|
32.5K
$306K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-584- 72.01% |
$4.66K - $4.93K
|
227
$2.14K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3K- 12.68% |
$23.9K - $25.3K
|
20.7K
$194K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.1KNew |
$177K - $187K
|
22.1K
$208K
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-200- 1.1% |
$1.6K - $1.69K
|
17.9K
$168K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
109KNew |
$871K - $921K
|
109K
$1.03M
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-70- 0.57% |
$487 - $564
|
12.3K
$115K
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.6KNew |
$87.2K - $101K
|
12.6K
$118K
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
14KNew |
$97.3K - $113K
|
14K
$132K
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
172+ 1.6% |
$1.2K - $1.38K
|
10.9K
$103K
|
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
12.3KNew |
$85.4K - $98.9K
|
12.3K
$116K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.14K+ 583.27% |
$21.8K - $25.3K
|
3.68K
$34.6K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.51KNew |
$17.5K - $20.2K
|
2.51K
$23.7K
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.1KNew |
$272K - $315K
|
39.1K
$368K
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
126+ 1.14% |
$876 - $1.01K
|
11.2K
$105K
|