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 47 institutions that hold shares in the stock, with a total of 2.98 Million shares, which have been reported (via 13F filing form) to have a value of $27.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
588,511
shares
|
$5.4 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
542,802
shares
|
$4.98 Million
0.11% of portfolio
|
Q4 2024
Added 85.4%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
192,929
shares
|
$1.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
192,068
shares
|
$1.76 Million
0.1% of portfolio
|
Q4 2024
Added 172.67%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
170,775
shares
|
$1.57 Million
0.8% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
136,518
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 22.19%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
116,029
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 205.46%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
83,760
shares
|
$768,916
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
76,955
shares
|
$706,446
0.0% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
75,690
shares
|
$694,834
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
70,257
shares
|
$644,959
0.14% of portfolio
|
Q4 2024
Reduced 16.41%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
65,549
shares
|
$601,739
0.0% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
62,424
shares
|
$573,052
0.24% of portfolio
|
Q4 2024
Reduced 35.68%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
59,058
shares
|
$542,152
0.08% of portfolio
|
Q4 2024
Reduced 32.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
49,630
shares
|
$455,603
0.0% of portfolio
|
Q4 2024
Added 29.94%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
45,150
shares
|
$414,477
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
41,344
shares
|
$379,537
0.02% of portfolio
|
Q4 2024
Reduced 43.66%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
39,919
shares
|
$366,456
0.12% of portfolio
|
Q4 2024
Added 77.09%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
39,073
shares
|
$358,690
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
33,668
shares
|
$309,072
0.0% of portfolio
|
Q4 2024
Added 47.78%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
30,109
shares
|
$276,400
0.0% of portfolio
|
Q3 2022
Reduced 5.05%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
29,500
shares
|
$270,810
0.01% of portfolio
|
Q4 2021
Added 25.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
28,372
shares
|
$260,454
0.0% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
21,790
shares
|
$200,032
0.0% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
20,936
shares
|
$192,192
0.0% of portfolio
|
Q4 2024
Reduced 15.22%
|