Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
115K+ 658.06% |
$798K - $924K
|
132K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
76.8K+ 108.28% |
$534K - $619K
|
148K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
50.5KNew |
$351K - $407K
|
50.5K
$462K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
40.9KNew |
$284K - $329K
|
40.9K
$374K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.1KNew |
$272K - $315K
|
39.1K
$357K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
30.1K+ 29.86% |
$209K - $242K
|
131K
$1.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
22.5K+ 28.66% |
$157K - $181K
|
101K
$925K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.4KNew |
$156K - $180K
|
22.4K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
20.6K+ 52.14% |
$143K - $166K
|
60.2K
$550K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.3K+ 80.0% |
$120K - $139K
|
38.9K
$356K
|
|
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
15.5KNew |
$108K - $125K
|
15.5K
$142K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
14KNew |
$97.3K - $113K
|
14K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.6KNew |
$87.2K - $101K
|
12.6K
$115K
|
|
|
Feb 12, 2024
Q4 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
12.3KNew |
$85.4K - $98.9K
|
12.3K
$112K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.68KNew |
$25.5K - $29.6K
|
3.68K
$33.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.14K+ 583.27% |
$21.8K - $25.3K
|
3.68K
$33.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.81K+ 1.39% |
$19.5K - $22.6K
|
204K
$1.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.51KNew |
$17.5K - $20.2K
|
2.51K
$23K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
1.03K+ 95.53% |
$7.12K - $8.25K
|
2.1K
$19.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
659+ 433.55% |
$4.58K - $5.3K
|
811
$7.41K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
172+ 1.6% |
$1.2K - $1.38K
|
10.9K
$100K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
126+ 1.14% |
$876 - $1.01K
|
11.2K
$102K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
47+ 1.84% |
$327 - $378
|
2.6K
$23.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-70- 0.57% |
$487 - $564
|
12.3K
$112K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-500- 2.69% |
$3.48K - $4.03K
|
18.1K
$165K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-976- 1.06% |
$6.78K - $7.86K
|
90.9K
$831K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-985- 5.43% |
$6.85K - $7.93K
|
17.2K
$157K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.33K- 9.57% |
$9.27K - $10.7K
|
12.6K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 7.4% |
$12.8K - $14.8K
|
23K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.94K- 3.48% |
$20.4K - $23.7K
|
81.5K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.53K- 16.07% |
$31.5K - $36.5K
|
23.7K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7K- 18.54% |
$48.6K - $56.3K
|
30.7K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.49K- 9.14% |
$65.9K - $76.4K
|
94.3K
$862K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.95K- 21.67% |
$69.1K - $80.1K
|
35.9K
$329K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.8K- 20.06% |
$75.1K - $87K
|
43.1K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-13K- 7.54% |
$90.3K - $105K
|
159K
$1.46M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.4K- 13.25% |
$100K - $116K
|
94.3K
$862K
|