Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
589KNew |
$4.91M - $5.58M
|
589K
$5.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
137K+ 88.37% |
$1.15M - $1.3M
|
293K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
47.8KNew |
$399K - $454K
|
47.8K
$437K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
38KNew |
$317K - $360K
|
38K
$347K
|
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
38KNew |
$317K - $360K
|
38K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
22.5KNew |
$188K - $214K
|
22.5K
$206K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
17.4KNew |
$145K - $165K
|
17.4K
$159K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
17.4KNew |
$145K - $165K
|
17.4K
$159K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
17.3K+ 21.62% |
$144K - $164K
|
97K
$887K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
12.7KNew |
$106K - $121K
|
12.7K
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.26K+ 15.2% |
$27.2K - $30.9K
|
24.7K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.02K+ 2.78% |
$25.2K - $28.6K
|
112K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.08K+ 41.51% |
$8.98K - $10.2K
|
3.67K
$33.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
$8.35K - $9.49K
|
1K
$9.14K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
970+ 5.42% |
$8.1K - $9.21K
|
18.9K
$172K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
875+ 385.46% |
$7.31K - $8.3K
|
1.1K
$10.1K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
461+ 2.24% |
$3.85K - $4.37K
|
21.1K
$192K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
44+ 1.63% |
$367 - $418
|
2.75K
$25.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
31+ 7.65% |
$259 - $294
|
436
$3.99K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
27+ 1.25% |
$225 - $256
|
2.18K
$19.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-374- 1.81% |
$3.12K - $3.55K
|
20.3K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-742- 9.58% |
$6.2K - $7.04K
|
7K
$64K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.12K- 2.84% |
$9.34K - $10.6K
|
38.2K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.05K- 6.41% |
$17.1K - $19.5K
|
30K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.42K- 9.61% |
$20.2K - $23K
|
22.8K
$208K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-3.5K- 50.0% |
$29.2K - $33.2K
|
3.5K
$32K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-4.5K- 25.14% |
$37.6K - $42.7K
|
13.4K
$122K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.3K- 6.73% |
$44.3K - $50.3K
|
73.5K
$672K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
SELL
|
- |
-6.85K- 3.86% |
$57.2K - $65K
|
171K
$1.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.6K- 3.63% |
$63.5K - $72.2K
|
202K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.48K- 50.0% |
$70.8K - $80.5K
|
8.48K
$77.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-14.3K- 37.67% |
$120K - $136K
|
23.7K
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-14.7K- 14.27% |
$122K - $139K
|
88.1K
$805K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-22.1K- 23.14% |
$184K - $210K
|
73.4K
$671K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-98.2K- 59.29% |
$820K - $932K
|
67.4K
$616K
|