Institutional Ownership Flaherty & Crumrine Preferred & Income Opportunity Fund Inc (PFO)
This table provides information about the institutional ownership of Flaherty & Crumrine Preferred & Income Opportunity Fund Inc (PFO). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 3.09 Million shares, which have been reported (via 13F filing form) to have a value of $27.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
608,217
shares
|
$5.44 Million
0.13% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
588,511
shares
|
$5.27 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
243,417
shares
|
$2.18 Million
0.15% of portfolio
|
Q1 2025
Added 26.73%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
188,163
shares
|
$1.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
170,775
shares
|
$1.53 Million
0.85% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
135,772
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
132,350
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Added 14.07%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
101,698
shares
|
$910,197
0.83% of portfolio
|
Q1 2025
Added 21.42%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
May 15, 2025 Q1 2025 |
75,690
shares
|
$677,425
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
69,389
shares
|
$621,031
0.0% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
63,527
shares
|
$568,566
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
62,432
shares
|
$558,766
0.12% of portfolio
|
Q1 2025
Reduced 11.14%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
55,586
shares
|
$497,494
0.29% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
51,272
shares
|
$458,884
0.08% of portfolio
|
Q1 2025
Reduced 13.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
44,014
shares
|
$393,925
0.0% of portfolio
|
Q1 2025
Added 30.73%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
39,073
shares
|
$349,703
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
37,220
shares
|
$333,119
0.0% of portfolio
|
Q1 2025
Added 195.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
35,845
shares
|
$320,812
0.0% of portfolio
|
Q1 2025
Reduced 27.78%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
31,196
shares
|
$279,204
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
30,109
shares
|
$269,475
0.0% of portfolio
|
Q3 2022
Reduced 5.05%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
29,500
shares
|
$264,025
0.01% of portfolio
|
Q4 2021
Added 25.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
28,372
shares
|
$253,929
0.0% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
26,870
shares
|
$240,486
0.0% of portfolio
|
Q1 2025
Added 28.34%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
25,750
shares
|
$230,462
0.02% of portfolio
|
Q1 2025
Reduced 37.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
21,790
shares
|
$195,020
0.0% of portfolio
|
Q4 2024
Added 7.39%
|