Purchases and Sales Made in Q2 2024 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 2024. 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, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
139K+ 826.69% |
$1.1M - $1.18M
|
155K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
122K+ 1086.71% |
$965K - $1.03M
|
133K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
79.8KNew |
$633K - $677K
|
79.8K
$725K
|
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
37K+ 26.32% |
$294K - $314K
|
178K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.6KNew |
$163K - $175K
|
20.6K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
20.4K+ 27.2% |
$162K - $173K
|
95.5K
$867K
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
19.9K+ 39.43% |
$158K - $169K
|
70.4K
$640K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
17.9KNew |
$142K - $152K
|
17.9K
$162K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
15.1KNew |
$119K - $128K
|
15.1K
$137K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$79.3K - $84.8K
|
10K
$90.8K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.51K+ 4.09% |
$51.6K - $55.2K
|
166K
$1.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.5KNew |
$43.6K - $46.6K
|
5.5K
$49.9K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3K+ 10.34% |
$23.8K - $25.4K
|
32K
$291K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.59KNew |
$20.6K - $22K
|
2.59K
$23.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.33K+ 2.19% |
$18.5K - $19.7K
|
109K
$987K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.33K+ 2.19% |
$18.5K - $19.7K
|
109K
$987K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.22K+ 0.59% |
$9.67K - $10.3K
|
209K
$1.9M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.04KNew |
$8.27K - $8.84K
|
1.04K
$9.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
133+ 0.77% |
$1.05K - $1.13K
|
17.5K
$159K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58+ 0.46% |
$460 - $492
|
12.7K
$115K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
46+ 1.73% |
$365 - $390
|
2.7K
$24.5K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
28+ 1.32% |
$222 - $237
|
2.15K
$19.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11+ 2.79% |
$87.2 - $93.3
|
405
$3.68K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-251- 3.14% |
$1.99K - $2.13K
|
7.74K
$70.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-932- 2.32% |
$7.39K - $7.9K
|
39.3K
$357K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.16K- 1.45% |
$9.22K - $9.86K
|
78.8K
$715K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.39K- 5.9% |
$18.9K - $20.3K
|
38.1K
$346K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.51K- 11.35% |
$19.9K - $21.3K
|
19.6K
$178K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.38K- 4.95% |
$34.7K - $37.1K
|
84K
$763K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-4.43K- 4.14% |
$35.2K - $37.6K
|
103K
$933K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.81K- 23.66% |
$62K - $66.3K
|
25.2K
$229K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17K- 50.0% |
$134K - $144K
|
17K
$154K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18K- 45.62% |
$143K - $153K
|
21.4K
$195K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-65.8K- 41.21% |
$522K - $558K
|
93.9K
$852K
|