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 51 institutions that hold shares in the stock, with a total of 3.17 Million shares, which have been reported (via 13F filing form) to have a value of $30.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
669,332
shares
|
$6.39 Million
0.13% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
588,511
shares
|
$5.61 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
247,722
shares
|
$2.36 Million
0.18% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
189,408
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
170,775
shares
|
$1.63 Million
0.77% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
138,408
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
111,328
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
101,698
shares
|
$970,198
0.83% of portfolio
|
Q1 2025
Added 21.42%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
77,228
shares
|
$736,755
0.01% of portfolio
|
Q2 2025
Added 21.57%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Aug 15, 2025 Q2 2025 |
75,690
shares
|
$722,082
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Aug 12, 2025 Q2 2025 |
75,568
shares
|
$720,918
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
65,942
shares
|
$629,086
0.0% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
57,112
shares
|
$544,848
0.1% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
55,056
shares
|
$525,234
0.24% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
46,557
shares
|
$444,153
0.0% of portfolio
|
Q2 2025
Added 29.88%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
43,592
shares
|
$415,867
0.0% of portfolio
|
Q2 2025
Added 17.12%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
42,878
shares
|
$409,056
0.0% of portfolio
|
Q2 2025
Added 37.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
42,482
shares
|
$405,278
0.0% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
39,431
shares
|
$376,171
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
39,073
shares
|
$372,756
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
31,081
shares
|
$296,512
0.0% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
30,109
shares
|
$287,239
0.0% of portfolio
|
Q3 2022
Reduced 5.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
21,464
shares
|
$204,766
0.0% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
18,855
shares
|
$179,876
0.12% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
15,803
shares
|
$150,760
0.0% of portfolio
|
Q2 2025
Added 0.16%
|