Latest Institutional Purchases of Flaherty & Crumrine Preferred & Income Opportunity Fund Inc (PFO)
This list provides information on the latest institutional transactions involving Flaherty & Crumrine Preferred & Income Opportunity Fund Inc (PFO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.5KNew |
$29.4K - $32.4K
|
3.5K
$32.4K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
30+ 1.34% |
$252 - $278
|
2.27K
$21K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
65.4K+ 12.05% |
$580K - $608K
|
608K
$5.63M
|
|
|
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
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.2KNew |
$276K - $290K
|
31.2K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24.6K+ 195.7% |
$218K - $229K
|
37.2K
$344K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
17.9K+ 21.42% |
$159K - $167K
|
102K
$941K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.3K+ 14.07% |
$145K - $152K
|
132K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14KNew |
$124K - $131K
|
14K
$130K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
14KNew |
$124K - $130K
|
14K
$130K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.3K+ 30.73% |
$91.7K - $96.2K
|
44K
$407K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.13KNew |
$27.7K - $29.1K
|
3.13K
$28.9K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.09K+ 28.53% |
$18.5K - $19.5K
|
9.43K
$87.2K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.44KNew |
$12.7K - $13.4K
|
1.44K
$13.3K
|
|
|
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 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100+ 10.53% |
$886 - $930
|
1.05K
$9.71K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
75.7KNew |
$674K - $721K
|
75.7K
$700K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
45.2KNew |
$402K - $430K
|
45.2K
$418K
|
|
|
Apr 29, 2025
Q4 2024
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
10.2KNew |
$90.9K - $97.1K
|
10.2K
$94.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.5K+ 7.39% |
$13.4K - $14.3K
|
21.8K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7+ 1.61% |
$62.4 - $66.6
|
443
$4.1K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
589KNew |
$4.91M - $5.58M
|
589K
$5.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
47.8KNew |
$399K - $454K
|
47.8K
$442K
|
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
38KNew |
$317K - $360K
|
38K
$351K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
17.4KNew |
$145K - $165K
|
17.4K
$161K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
17.4KNew |
$145K - $165K
|
17.4K
$161K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
12.7KNew |
$106K - $121K
|
12.7K
$117K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.08K+ 41.51% |
$8.98K - $10.2K
|
3.67K
$33.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
$8.35K - $9.49K
|
1K
$9.25K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
970+ 5.42% |
$8.1K - $9.21K
|
18.9K
$174K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
44+ 1.63% |
$367 - $418
|
2.75K
$25.4K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
122K+ 1086.71% |
$965K - $1.03M
|
133K
$1.23M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
15.1KNew |
$119K - $128K
|
15.1K
$139K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$79.3K - $84.8K
|
10K
$92.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.5KNew |
$43.6K - $46.6K
|
5.5K
$50.9K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.04KNew |
$8.27K - $8.84K
|
1.04K
$9.65K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58+ 0.46% |
$460 - $492
|
12.7K
$118K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
109KNew |
$871K - $921K
|
109K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.1KNew |
$177K - $187K
|
22.1K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
9.55K+ 41.6% |
$76.2K - $80.6K
|
32.5K
$301K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.1KNew |
$272K - $315K
|
39.1K
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
14KNew |
$97.3K - $113K
|
14K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.6KNew |
$87.2K - $101K
|
12.6K
$116K
|
|
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
12.3KNew |
$85.4K - $98.9K
|
12.3K
$114K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.68KNew |
$25.5K - $29.6K
|
3.68K
$34K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.51KNew |
$17.5K - $20.2K
|
2.51K
$23.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
172+ 1.6% |
$1.2K - $1.38K
|
10.9K
$101K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
126+ 1.14% |
$876 - $1.01K
|
11.2K
$104K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.1KNew |
$103K - $113K
|
14.1K
$130K
|
|