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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.5KNew |
$43.6K - $46.6K
|
5.5K
$52.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.04KNew |
$8.27K - $8.84K
|
1.04K
$10K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
109KNew |
$871K - $921K
|
109K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.1KNew |
$177K - $187K
|
22.1K
$212K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
9.55K+ 41.6% |
$76.2K - $80.6K
|
32.5K
$312K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.1KNew |
$272K - $315K
|
39.1K
$375K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
14KNew |
$97.3K - $113K
|
14K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.6KNew |
$87.2K - $101K
|
12.6K
$120K
|
|
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
12.3KNew |
$85.4K - $98.9K
|
12.3K
$118K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.68KNew |
$25.5K - $29.6K
|
3.68K
$35.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.51KNew |
$17.5K - $20.2K
|
2.51K
$24.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
172+ 1.6% |
$1.2K - $1.38K
|
10.9K
$105K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
126+ 1.14% |
$876 - $1.01K
|
11.2K
$107K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.42K+ 8.08% |
$10.4K - $11.3K
|
18.9K
$182K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$73.2K - $83.2K
|
10K
$96K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.1KNew |
$153K - $196K
|
20.1K
$193K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
11.8KNew |
$98.7K - $111K
|
11.8K
$114K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
9.38KNew |
$78.3K - $87.7K
|
9.38K
$90K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.84K+ 21.11% |
$23.7K - $26.5K
|
16.3K
$156K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
49.8KNew |
$426K - $515K
|
49.8K
$478K
|
|
| Q2 2022 | |||||||
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
20KNew |
$182K - $231K
|
20K
$192K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
8.3KNew |
$75.7K - $95.9K
|
8.3K
$79.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
560New |
$5.11K - $6.47K
|
560
$5.38K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12KNew |
$128K - $152K
|
12K
$115K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.25KNew |
$13.3K - $15.8K
|
1.25K
$12K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.8KNew |
$133K - $139K
|
10.8K
$103K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
250+ 62.5% |
$2.89K - $3.47K
|
650
$6.24K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
695+ 53.46% |
$6.19K - $8.24K
|
2K
$19.2K
|
|
| Q1 2020 | |||||||
|
May 06, 2020
Q1 2020
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
10KNew |
$67.1K - $132K
|
10K
$96K
|
|
| Q1 2017 | |||||||
|
Aug 30, 2024
Q1 2017
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.3K+ 100.0% |
N/A
|
2.6K
$25K
|
|