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 45 institutions that hold shares in the stock, with a total of 1.85 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
207,966
shares
|
$1.76 Million
0.01% of portfolio
|
Q1 2024
Added 1.86%
|
|
|
Wolverine Asset Management LLC
|
May 13, 2024 Q1 2024 |
159,679
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2024
Added 22.12%
|
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
159,139
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
|
Matisse Capital
|
Apr 30, 2024 Q1 2024 |
140,611
shares
|
$1.19 Million
0.58% of portfolio
|
Q1 2024
Added 6.3%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
109,160
shares
|
$923,493
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 30, 2024 Q1 2024 |
107,160
shares
|
$906,573
0.24% of portfolio
|
Q1 2024
Added 5.93%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
106,379
shares
|
$899,966
0.0% of portfolio
|
Q1 2024
Added 12.8%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 08, 2024 Q1 2024 |
88,422
shares
|
$748,050
0.19% of portfolio
|
Q1 2024
Reduced 2.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
79,947
shares
|
$676,351
0.0% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
May 15, 2024 Q1 2024 |
75,055
shares
|
$634,965
0.04% of portfolio
|
Q1 2024
Added 24.62%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2024 Q1 2024 |
50,520
shares
|
$427,399
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
May 09, 2024 Q1 2024 |
40,460
shares
|
$342,291
0.03% of portfolio
|
Q1 2024
Reduced 1.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
40,245
shares
|
$340,472
0.0% of portfolio
|
Q1 2024
Added 11.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
39,424
shares
|
$333,527
0.0% of portfolio
|
Q1 2024
Reduced 8.48%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
39,073
shares
|
$330,557
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
33,920
shares
|
$286,963
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
33,017
shares
|
$279,323
0.0% of portfolio
|
Q1 2024
Added 7.42%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
32,516
shares
|
$275,085
0.06% of portfolio
|
Q1 2024
Added 41.6%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
30,109
shares
|
$254,722
0.0% of portfolio
|
Q3 2022
Reduced 5.05%
|
|
|
Clifford Swan Investment Counsel LLC
|
Apr 16, 2024 Q1 2024 |
29,500
shares
|
$249,570
0.01% of portfolio
|
Q4 2021
Added 25.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
29,025
shares
|
$245,551
0.0% of portfolio
|
Q1 2024
Reduced 25.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
22,124
shares
|
$187,169
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
20,664
shares
|
$174,817
0.0% of portfolio
|
Q1 2024
Reduced 12.68%
|
|
|
Spc Financial, Inc.
|
May 03, 2024 Q1 2024 |
17,900
shares
|
$151,434
0.01% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Apr 24, 2024 Q1 2024 |
17,363
shares
|
$146,890
0.13% of portfolio
|
Q1 2024
Added 11.85%
|
|