Purchases and Sales Made in Q1 2025 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 2025. 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 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
65.4K+ 12.05% |
$580K - $608K
|
608K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
51.3K+ 26.73% |
$455K - $478K
|
243K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.2KNew |
$276K - $290K
|
31.2K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
24.6K+ 195.7% |
$218K - $229K
|
37.2K
$334K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
17.9K+ 21.42% |
$159K - $167K
|
102K
$913K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.3K+ 14.07% |
$145K - $152K
|
132K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14KNew |
$124K - $131K
|
14K
$126K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
14KNew |
$124K - $130K
|
14K
$126K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.3K+ 30.73% |
$91.7K - $96.2K
|
44K
$395K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.93K+ 28.34% |
$52.6K - $55.2K
|
26.9K
$241K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.13KNew |
$27.7K - $29.1K
|
3.13K
$28.1K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.09K+ 28.53% |
$18.5K - $19.5K
|
9.43K
$84.7K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.44KNew |
$12.7K - $13.4K
|
1.44K
$12.9K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.16K+ 10.81% |
$10.3K - $10.8K
|
11.9K
$107K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100+ 10.53% |
$886 - $930
|
1.05K
$9.43K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
28+ 1.27% |
$248 - $260
|
2.24K
$20.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-746- 0.55% |
$6.61K - $6.94K
|
136K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.02K- 3.08% |
$17.9K - $18.8K
|
63.5K
$570K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.4K- 17.72% |
$30.1K - $31.6K
|
15.8K
$142K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.77K- 2.47% |
$42.2K - $44.3K
|
188K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-6.84K- 10.95% |
$60.6K - $63.6K
|
55.6K
$499K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.57K- 9.83% |
$67K - $70.4K
|
69.4K
$623K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-7.79K- 13.18% |
$69K - $72.4K
|
51.3K
$460K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-7.83K- 11.14% |
$69.3K - $72.8K
|
62.4K
$561K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.8K- 27.78% |
$122K - $128K
|
35.8K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-15.6K- 37.72% |
$138K - $145K
|
25.8K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-37.1K- 92.82% |
$328K - $345K
|
2.87K
$25.7K
|