Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
65.7K+ 89.87% |
$562K - $680K
|
139K
$1.24M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
49.8KNew |
$426K - $515K
|
49.8K
$444K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
23.4K+ 169.04% |
$200K - $242K
|
37.2K
$333K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
17.4K+ 33.66% |
$149K - $180K
|
69.2K
$618K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
16.6KNew |
$142K - $172K
|
16.6K
$149K
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
13.4KNew |
$115K - $139K
|
13.4K
$120K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.3KNew |
$105K - $127K
|
12.3K
$109K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
12.1K+ 16.45% |
$103K - $125K
|
85.4K
$763K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8KNew |
$101K - $122K
|
11.8K
$105K
|
|
|
Oct 26, 2022
Q3 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
10.1KNew |
$86.2K - $104K
|
10.1K
$90K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.42K+ 4.3% |
$46.4K - $56.1K
|
131K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.11K+ 26.07% |
$35.2K - $42.6K
|
19.9K
$178K
|
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4K+ 13.33% |
$34.2K - $41.4K
|
34K
$304K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4KNew |
$34.2K - $41.4K
|
4K
$35.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.39K+ 10.01% |
$29K - $35.1K
|
37.3K
$333K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
885New |
$7.58K - $9.16K
|
885
$7.9K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
563+ 1.75% |
$4.82K - $5.83K
|
32.7K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46+ 1.99% |
$394 - $476
|
2.36K
$21K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-279- 1.3% |
$2.39K - $2.89K
|
21.1K
$188K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-288- 0.53% |
$2.47K - $2.98K
|
54.3K
$485K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-385- 0.74% |
$3.3K - $3.98K
|
51.5K
$460K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-1.6K- 5.05% |
$13.7K - $16.6K
|
30.1K
$269K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.74K- 5.39% |
$14.9K - $18K
|
30.6K
$273K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.14K- 11.19% |
$18.3K - $22.1K
|
17K
$151K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2.46K- 22.46% |
$21.1K - $25.5K
|
8.5K
$75.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-3.1K- 8.31% |
$26.5K - $32.1K
|
34.2K
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.23K- 21.05% |
$53.3K - $64.4K
|
23.4K
$209K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-9.66K- 19.37% |
$82.7K - $100K
|
40.2K
$359K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.5K- 37.17% |
$98.7K - $119K
|
19.5K
$174K
|