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 2.54 Million shares, which have been reported (via 13F filing form) to have a value of $23 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
588,511
shares
|
$5.33 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
292,778
shares
|
$2.65 Million
0.06% of portfolio
|
Q3 2024
Added 88.37%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
201,582
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
170,775
shares
|
$1.55 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
111,725
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
97,047
shares
|
$878,275
0.43% of portfolio
|
Q3 2024
Added 21.62%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
88,070
shares
|
$797,033
0.18% of portfolio
|
Q3 2024
Reduced 14.27%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
84,046
shares
|
$760,616
0.19% of portfolio
|
Q2 2024
Reduced 4.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
73,482
shares
|
$665,012
0.0% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
73,379
shares
|
$664,079
0.03% of portfolio
|
Q3 2024
Reduced 23.14%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2024 Q3 2024 |
70,439
shares
|
$637,472
0.04% of portfolio
|
Q2 2024
Added 39.43%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
67,434
shares
|
$610,277
0.01% of portfolio
|
Q3 2024
Reduced 59.29%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2024 Q3 2024 |
47,814
shares
|
$432,716
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
39,073
shares
|
$353,610
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
38,195
shares
|
$345,664
0.0% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
37,985
shares
|
$343,764
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Robinson Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
37,950
shares
|
$343,447
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
30,109
shares
|
$272,486
0.0% of portfolio
|
Q3 2022
Reduced 5.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
29,972
shares
|
$271,246
0.0% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
29,500
shares
|
$266,975
0.01% of portfolio
|
Q4 2021
Added 25.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
24,695
shares
|
$223,489
0.0% of portfolio
|
Q3 2024
Added 15.2%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
23,729
shares
|
$214,747
0.03% of portfolio
|
Q3 2024
Reduced 37.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
22,782
shares
|
$206,177
0.0% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
22,542
shares
|
$204,005
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,053
shares
|
$190,529
0.0% of portfolio
|
Q3 2024
Added 2.24%
|