Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
47.4KNew |
$347K - $394K
|
47.4K
$430K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
26.3KNew |
$193K - $219K
|
26.3K
$239K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
25.8K+ 15.0% |
$189K - $214K
|
197K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17K+ 100.0% |
$124K - $141K
|
33.9K
$308K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.8K+ 23.39% |
$116K - $132K
|
83.5K
$758K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$73.2K - $83.2K
|
10K
$90.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.82K+ 30.7% |
$71.9K - $81.7K
|
41.8K
$380K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.06K+ 1.58% |
$22.4K - $25.5K
|
197K
$1.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.82K+ 7.77% |
$20.6K - $23.4K
|
39.1K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.71K+ 10.64% |
$19.8K - $22.6K
|
28.2K
$256K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.51KNew |
$18.4K - $20.9K
|
2.51K
$22.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.46K+ 11.22% |
$10.7K - $12.1K
|
14.5K
$131K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
758New |
$5.55K - $6.31K
|
758
$6.88K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400+ 1.13% |
$2.93K - $3.33K
|
35.9K
$326K
|
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
191+ 1.83% |
$1.4K - $1.59K
|
10.6K
$96.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
41+ 0.11% |
$300 - $341
|
36.8K
$334K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
19+ 1.83% |
$139 - $158
|
1.06K
$9.58K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-488- 16.39% |
$3.57K - $4.06K
|
2.49K
$22.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-745- 83.05% |
$5.45K - $6.2K
|
152
$1.38K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-801- 4.37% |
$5.86K - $6.66K
|
17.5K
$159K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.03K- 6.52% |
$7.54K - $8.57K
|
14.8K
$134K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.42K- 2.47% |
$10.4K - $11.8K
|
55.9K
$508K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.5K- 6.73% |
$11K - $12.5K
|
20.8K
$189K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.34K- 43.37% |
$17.1K - $19.5K
|
3.06K
$27.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.88K- 4.02% |
$28.4K - $32.2K
|
92.4K
$839K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-5.1K- 21.52% |
$37.3K - $42.4K
|
18.6K
$169K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.3K- 10.49% |
$82.6K - $93.8K
|
96.2K
$874K
|