Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37K+ 178.19% |
$394K - $468K
|
57.8K
$525K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.5K+ 121.46% |
$347K - $412K
|
59.3K
$539K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
23.8K+ 158.8% |
$254K - $301K
|
38.8K
$353K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
20K+ 15.88% |
$213K - $253K
|
146K
$1.33M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12KNew |
$128K - $152K
|
12K
$109K
|
|
|
May 16, 2022
Q1 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
10.4KNew |
$111K - $131K
|
10.4K
$94.3K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.68K+ 181.25% |
$60.4K - $71.8K
|
8.81K
$80K
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
4.9K+ 16.78% |
$52.2K - $62K
|
34.1K
$310K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.12K+ 8.81% |
$43.9K - $52.1K
|
50.9K
$462K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.1K+ 16.36% |
$43.7K - $51.9K
|
29.2K
$265K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.48K+ 9.21% |
$37K - $44K
|
41.2K
$374K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.25KNew |
$13.3K - $15.8K
|
1.25K
$11.4K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1KNew |
$10.7K - $12.7K
|
1K
$9.08K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
355+ 0.56% |
$3.78K - $4.49K
|
64.2K
$583K
|
|
|
May 10, 2022
Q1 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
270+ 1.9% |
$2.88K - $3.42K
|
14.5K
$132K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63+ 0.36% |
$671 - $797
|
17.7K
$161K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
40+ 0.34% |
$426 - $506
|
11.7K
$107K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-105- 2.63% |
$1.12K - $1.33K
|
3.89K
$35.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1KClosed |
$10.7K - $12.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.77K- 4.8% |
$18.9K - $22.4K
|
35.1K
$319K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.28KClosed |
$24.2K - $28.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.29K- 22.73% |
$67K - $79.6K
|
21.4K
$194K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.47K- 17.36% |
$79.6K - $94.5K
|
35.6K
$323K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.67K- 26.69% |
$81.7K - $97.1K
|
21.1K
$191K
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-7.76K- 9.43% |
$82.7K - $98.2K
|
74.6K
$677K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.9KClosed |
$116K - $138K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.2KClosed |
$130K - $154K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.7K- 8.55% |
$145K - $173K
|
146K
$1.33M
|