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 49 institutions that hold shares in the stock, with a total of 3.03 Million shares, which have been reported (via 13F filing form) to have a value of $28 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
15,778
shares
|
$145,630
0.0% of portfolio
|
Q1 2025
Reduced 17.72%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
15,066
shares
|
$139,059
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
14,040
shares
|
$129,589
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
13,400
shares
|
$123,682
0.01% of portfolio
|
Q3 2024
Reduced 25.14%
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
12,700
shares
|
$117,221
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
11,873
shares
|
$109,587
0.0% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
11,824
shares
|
$109,135
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,607
shares
|
$97,902
0.01% of portfolio
|
Q2 2025
Reduced 79.31%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
10,200
shares
|
$94,146
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
10,000
shares
|
$92,300
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,430
shares
|
$87,038
0.0% of portfolio
|
Q1 2025
Added 28.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
8,480
shares
|
$78,270
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,996
shares
|
$36,883
0.0% of portfolio
|
Q2 2020
Added 53.46%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
3,500
shares
|
$32,305
0.02% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
3,129
shares
|
$28,880
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
2,865
shares
|
$26,443
0.01% of portfolio
|
Q1 2025
Reduced 92.82%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,514
shares
|
$23,204
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
2,271
shares
|
$20,961
0.01% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
1,439
shares
|
$13,281
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,300
shares
|
$11,999
0.0% of portfolio
|
Q1 2017
Added 100.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,050
shares
|
$9,691
0.0% of portfolio
|
Q1 2025
Added 10.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,000
shares
|
$9,230
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
650
shares
|
$5,999
0.0% of portfolio
|
Q4 2020
Added 62.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|