Latest Institutional Sells 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 sells. 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 sale 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
|
|
| Q1 2025 | |||||||
|
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 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-15.6K- 37.72% |
$138K - $145K
|
25.8K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.8K- 27.78% |
$122K - $128K
|
35.8K
$331K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-7.83K- 11.14% |
$69.3K - $72.8K
|
62.4K
$576K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.57K- 9.83% |
$67K - $70.4K
|
69.4K
$640K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-6.84K- 10.95% |
$60.6K - $63.6K
|
55.6K
$513K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.77K- 2.47% |
$42.2K - $44.3K
|
188K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.4K- 17.72% |
$30.1K - $31.6K
|
15.8K
$146K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.02K- 3.08% |
$17.9K - $18.8K
|
63.5K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-746- 0.55% |
$6.61K - $6.94K
|
136K
$1.25M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.8K- 6.7% |
$16K - $17.1K
|
25.1K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.6K- 5.34% |
$14.3K - $15.2K
|
28.4K
$262K
|
|
| Q3 2024 | |||||||
|
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
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.48K- 50.0% |
$70.8K - $80.5K
|
8.48K
$78.3K
|
|
|
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 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-3.5K- 50.0% |
$29.2K - $33.2K
|
3.5K
$32.3K
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-65.8K- 41.21% |
$522K - $558K
|
93.9K
$866K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-70- 0.57% |
$487 - $564
|
12.3K
$113K
|
|
| Q2 2023 | |||||||
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.34K- 43.37% |
$17.1K - $19.5K
|
3.06K
$28.2K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1K- 15.38% |
$7.6K - $9.74K
|
5.5K
$50.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-1.6K- 5.05% |
$13.7K - $16.6K
|
30.1K
$278K
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1KClosed |
$9.12K - $11.6K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 75.0% |
$2.74K - $3.47K
|
100
$923
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.2KClosed |
$130K - $154K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.9KClosed |
$116K - $138K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-10.7KClosed |
$132K - $138K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1KClosed |
$12.3K - $12.9K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-550- 40.74% |
$6.78K - $7.1K
|
800
$7.38K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-146- 27.76% |
$1.8K - $1.88K
|
380
$3.51K
|
|
| Q3 2021 | |||||||
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-35.5KClosed |
$451K - $484K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.2KClosed |
$231K - $249K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-10.7KClosed |
$138K - $146K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.1KClosed |
$52.8K - $55.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-86Closed |
$1.11K - $1.17K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.7KClosed |
$145K - $162K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.29KClosed |
$40.6K - $45.4K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4Closed |
$49.3 - $55.2
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-13.3KClosed |
$154K - $184K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-2.34KClosed |
$27.1K - $32.5K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.81KClosed |
$20K - $22.8K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-588KClosed |
$3.94M - $7.76M
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-16.9KClosed |
$113K - $222K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 23, 2020
Q4 2019
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-6KClosed |
$72.1K - $74.1K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Sandy Spring Bank
|
SELL
|
- |
-2KClosed |
$24K - $24.7K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-19.8KClosed |
$232K - $248K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.31KClosed |
$50.5K - $54K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-4.08KClosed |
$45.6K - $48.7K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-400Closed |
$4.47K - $4.78K
|
0
$0
|
|