Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.2K+ 72.49% |
$171K - $181K
|
31.5K
$298K
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.1KNew |
$156K - $165K
|
12.1K
$114K
|
|
Aug 06, 2021
Q2 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9KNew |
$116K - $123K
|
9K
$85.1K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6.43K+ 22.12% |
$82.9K - $87.6K
|
35.5K
$335K
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.38KNew |
$69.3K - $73.3K
|
5.38K
$50.8K
|
|
Jul 29, 2021
Q2 2021
|
Spc Financial, Inc.
|
BUY
|
- |
3.7K+ 28.46% |
$47.7K - $50.4K
|
16.7K
$158K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.15K+ 10.95% |
$14.8K - $15.6K
|
11.6K
$110K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.14K+ 6.69% |
$14.7K - $15.6K
|
18.2K
$172K
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
1.01KNew |
$13K - $13.7K
|
1.01K
$9.51K
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1K+ 5.97% |
$12.9K - $13.6K
|
17.8K
$168K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1K+ 6.43% |
$12.9K - $13.6K
|
16.5K
$156K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
874+ 1.37% |
$11.3K - $11.9K
|
64.6K
$611K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
463+ 3.15% |
$5.97K - $6.31K
|
15.2K
$143K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
400+ 0.94% |
$5.16K - $5.45K
|
43K
$406K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
117+ 0.99% |
$1.51K - $1.59K
|
11.9K
$113K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
74+ 0.42% |
$955 - $1.01K
|
17.9K
$169K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-86Closed |
$1.11K - $1.17K
|
0
$0
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-233- 5.83% |
$3.01K - $3.18K
|
3.76K
$35.6K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 55.56% |
$6.45K - $6.82K
|
400
$3.78K
|
|
Jul 16, 2021
Q2 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-600- 0.69% |
$7.74K - $8.18K
|
86.8K
$820K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-612- 5.08% |
$7.89K - $8.34K
|
11.4K
$108K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-800- 6.81% |
$10.3K - $10.9K
|
11K
$104K
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.03K- 2.75% |
$13.3K - $14.1K
|
36.6K
$346K
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.99K- 6.53% |
$38.6K - $40.8K
|
42.8K
$404K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.66K- 11.21% |
$47.2K - $49.9K
|
29K
$274K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.1KClosed |
$52.8K - $55.8K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-10.7KClosed |
$138K - $146K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-10.9KClosed |
$141K - $149K
|
0
$0
|