Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
34.3K+ 88.25% |
$312K - $396K
|
73.1K
$675K
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
20KNew |
$182K - $231K
|
20K
$185K
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
13.8KNew |
$126K - $160K
|
13.8K
$128K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
10.6K+ 25.7% |
$96.6K - $122K
|
51.8K
$478K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.5K+ 40.32% |
$77.5K - $98.2K
|
29.6K
$273K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
8.3KNew |
$75.7K - $95.9K
|
8.3K
$76.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.69K+ 7.24% |
$33.6K - $42.6K
|
54.6K
$504K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.45KNew |
$31.4K - $39.8K
|
3.45K
$31.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
3.2K+ 9.38% |
$29.2K - $37K
|
37.3K
$344K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3K+ 10.29% |
$27.4K - $34.7K
|
32.2K
$297K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
$9.12K - $11.6K
|
1K
$9.23K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
560New |
$5.11K - $6.47K
|
560
$5.17K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-52- 1.3% |
$474 - $601
|
3.94K
$36.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 75.0% |
$2.74K - $3.47K
|
100
$923
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1KClosed |
$9.12K - $11.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.18K- 1.59% |
$10.8K - $13.7K
|
73.4K
$677K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.27K- 3.6% |
$11.5K - $14.6K
|
33.9K
$313K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.55K- 27.27% |
$14.2K - $17.9K
|
4.14K
$38.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.97K- 11.07% |
$17.9K - $22.7K
|
15.8K
$146K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.25K- 9.13% |
$29.6K - $37.5K
|
32.3K
$298K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.5K- 12.64% |
$68.4K - $86.6K
|
51.8K
$479K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-8.81KClosed |
$80.3K - $102K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.42K- 80.31% |
$85.9K - $109K
|
2.31K
$21.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-10.4KClosed |
$94.7K - $120K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-14.3K- 22.31% |
$131K - $165K
|
49.9K
$460K
|
|
|
Aug 08, 2022
Q2 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-14.5KClosed |
$132K - $168K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20K- 13.71% |
$182K - $231K
|
126K
$1.16M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20K- 13.71% |
$182K - $231K
|
126K
$1.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.8K- 46.33% |
$244K - $309K
|
31K
$286K
|