Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
26.6KNew |
$222K - $248K
|
26.6K
$245K
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
14.2KNew |
$118K - $133K
|
14.2K
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
11.8KNew |
$98.7K - $111K
|
11.8K
$109K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11.8K+ 17.07% |
$98.7K - $111K
|
81.1K
$748K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
9.38KNew |
$78.3K - $87.7K
|
9.38K
$86.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9K+ 38.52% |
$75.1K - $84.1K
|
32.3K
$299K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.5KNew |
$54.3K - $60.8K
|
6.5K
$60K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.09K+ 3.67% |
$42.5K - $47.6K
|
144K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.06K+ 7.88% |
$33.9K - $37.9K
|
55.5K
$512K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.18K+ 16.31% |
$26.6K - $29.7K
|
22.7K
$209K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.98K+ 14.13% |
$24.9K - $27.9K
|
24.1K
$222K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.84K+ 21.11% |
$23.7K - $26.5K
|
16.3K
$150K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.81K+ 8.57% |
$23.4K - $26.2K
|
35.5K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.7K+ 14.41% |
$14.2K - $15.9K
|
13.5K
$125K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
$8.35K - $9.35K
|
1K
$9.23K
|
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
194+ 1.93% |
$1.62K - $1.81K
|
10.3K
$94.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
182+ 0.34% |
$1.52K - $1.7K
|
54.5K
$503K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45+ 1.91% |
$376 - $421
|
2.4K
$22.2K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
12+ 1.19% |
$100 - $112
|
1.02K
$9.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-307- 0.82% |
$2.56K - $2.87K
|
36.9K
$341K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-3.1K- 36.49% |
$25.9K - $29K
|
5.4K
$49.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.25K- 78.34% |
$27.1K - $30.3K
|
897
$8.28K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.13K- 13.76% |
$42.8K - $47.9K
|
32.1K
$297K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.5K- 27.62% |
$45.9K - $51.4K
|
14.4K
$133K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-7K- 20.47% |
$58.5K - $65.5K
|
27.2K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.31K- 27.16% |
$69.4K - $77.7K
|
22.3K
$206K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-9.6K- 23.87% |
$80.2K - $89.8K
|
30.6K
$283K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-12.1K- 14.13% |
$101K - $113K
|
73.4K
$677K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.5K- 14.1% |
$155K - $173K
|
113K
$1.04M
|