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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
20,290
shares
|
$183,624
0.0% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
18,855
shares
|
$170,637
0.06% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Innova Wealth Partners
|
Oct 30, 2024 Q3 2024 |
17,375
shares
|
$157,243
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
17,375
shares
|
$157,243
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
15,066
shares
|
$136,347
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
14,000
shares
|
$126,700
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
13,400
shares
|
$121,270
0.01% of portfolio
|
Q3 2024
Reduced 25.14%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
12,700
shares
|
$114,935
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
12,552
shares
|
$113,595
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
11,824
shares
|
$107,007
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
10,760
shares
|
$97,378
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,000
shares
|
$90,500
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
8,480
shares
|
$76,744
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
7,000
shares
|
$63,350
0.0% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,996
shares
|
$36,163
0.0% of portfolio
|
Q2 2020
Added 53.46%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
3,668
shares
|
$33,195
0.01% of portfolio
|
Q3 2024
Added 41.51%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
3,500
shares
|
$31,675
0.02% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,746
shares
|
$24,851
0.01% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,514
shares
|
$22,751
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
2,179
shares
|
$19,719
0.01% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,300
shares
|
$11,765
0.0% of portfolio
|
Q1 2017
Added 100.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,102
shares
|
$9,973
0.0% of portfolio
|
Q3 2024
Added 385.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$9,050
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
650
shares
|
$5,882
0.0% of portfolio
|
Q4 2020
Added 62.5%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
436
shares
|
$3,945
0.0% of portfolio
|
Q3 2024
Added 7.65%
|