Flaherty & Crumrine Preferred & Income Opportunity Fund Inc PFO

PFO Quotes by TradingView
Institutional shares held 3.03 Million
0 calls
0 puts
Total value of holdings $26.6M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 49

Quarterly Institutional Activity in PFO

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Top Institutions Holding PFO

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Latest Institutional Activity in PFO

Top Purchases

Q1 2025
Noble Wealth Management Pbc Shares Held: 102K ($895K)
17.9K Shares purchased
21.42% Added
Q1 2025
Envestnet Asset Management Inc Shares Held: 132K ($1.16M)
16.3K Shares purchased
14.07% Added
Q1 2025
Vanguard Capital Wealth Advisors Shares Held: 14K ($123K)
14K Shares purchased
New Holding
Q1 2025
Rossby Financial, Lcc Shares Held: 3.13K ($27.5K)
3.13K Shares purchased
New Holding
Q1 2025
West Branch Capital LLC Shares Held: 2.24K ($19.7K)
28 Shares purchased
1.27% Added
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Top Sells

Q1 2025
Consolidated Portfolio Review Corp Shares Held: 51.3K ($451K)
7.79K Shares sold
13.18% Reduced
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 69.4K ($611K)
7.57K Shares sold
9.83% Reduced
Q1 2025
D.A. Davidson & Co. Shares Held: 63.5K ($559K)
2.02K Shares sold
3.08% Reduced
Q4 2024
Napa Wealth Management Shares Held: 62.4K ($549K)
34.6K Shares sold
35.68% Reduced
Q4 2024
Aqr Arbitrage LLC Shares Held: 41.3K ($364K)
32K Shares sold
43.66% Reduced
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About PFO

Flaherty & Crumrine Preferred Income Opportunity Fund Inc. is a closed ended equity mutual fund launched and managed by Flaherty & Crumrine Incorporated. The fund invests in the public equity markets of the United States. It invests in stocks of companies operating in the financial services sector. The fund primarily invests in preferred securities. It benchmarks the performance of its portfolio against S&P 500 Index and Barclays Capital U.S. Aggregate Index. Flaherty & Crumrine Preferred Income Opportunity Fund Inc. was formed on December 10, 1991 and is domiciled in the United States.

PFO Chart by TradingView
PFO Fundamental Data by TradingView

Insider Transactions at PFO

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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