Latest Institutional Transactions on Flaherty & Crumrine Preferred & Income Opportunity Fund Inc (PFO)
This table provides information on the latest institutional transactions involving Flaherty & Crumrine Preferred & Income Opportunity Fund Inc (PFO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
34+ 1.56% |
$303 - $324
|
2.21K
$20.2K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.05K- 6.41% |
$17.1K - $19.5K
|
30K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-742- 9.58% |
$6.2K - $7.04K
|
7K
$64.1K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
461+ 2.24% |
$3.85K - $4.37K
|
21.1K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-374- 1.81% |
$3.12K - $3.55K
|
20.3K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.02K+ 2.78% |
$25.2K - $28.6K
|
112K
$1.02M
|
|
|
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
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-22.1K- 23.14% |
$184K - $210K
|
73.4K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
47.8KNew |
$399K - $454K
|
47.8K
$437K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-98.2K- 59.29% |
$820K - $932K
|
67.4K
$617K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
589KNew |
$4.91M - $5.58M
|
589K
$5.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.42K- 9.61% |
$20.2K - $23K
|
22.8K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.26K+ 15.2% |
$27.2K - $30.9K
|
24.7K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
137K+ 88.37% |
$1.15M - $1.3M
|
293K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
22.5KNew |
$188K - $214K
|
22.5K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
31+ 7.65% |
$259 - $294
|
436
$3.99K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.48K- 50.0% |
$70.8K - $80.5K
|
8.48K
$77.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
$8.35K - $9.49K
|
1K
$9.15K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.12K- 2.84% |
$9.34K - $10.6K
|
38.2K
$349K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-14.3K- 37.67% |
$120K - $136K
|
23.7K
$217K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
17.3K+ 21.62% |
$144K - $164K
|
97K
$888K
|
|
|
Nov 07, 2024
Q3 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
38KNew |
$317K - $360K
|
38K
$347K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
38KNew |
$317K - $360K
|
38K
$348K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
12.7KNew |
$106K - $121K
|
12.7K
$116K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
17.4KNew |
$145K - $165K
|
17.4K
$159K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
970+ 5.42% |
$8.1K - $9.21K
|
18.9K
$173K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
17.4KNew |
$145K - $165K
|
17.4K
$159K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.3K- 6.73% |
$44.3K - $50.3K
|
73.5K
$672K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.08K+ 41.51% |
$8.98K - $10.2K
|
3.67K
$33.6K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-3.5K- 50.0% |
$29.2K - $33.2K
|
3.5K
$32K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-14.7K- 14.27% |
$122K - $139K
|
88.1K
$806K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.6K- 3.63% |
$63.5K - $72.2K
|
202K
$1.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
SELL
|
- |
-6.85K- 3.86% |
$57.2K - $65K
|
171K
$1.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-4.5K- 25.14% |
$37.6K - $42.7K
|
13.4K
$123K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
44+ 1.63% |
$367 - $418
|
2.75K
$25.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.51K- 11.35% |
$19.9K - $21.3K
|
19.6K
$179K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.5KNew |
$43.6K - $46.6K
|
5.5K
$50.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
19.9K+ 39.43% |
$158K - $169K
|
70.4K
$645K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$79.3K - $84.8K
|
10K
$91.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
122K+ 1086.71% |
$965K - $1.03M
|
133K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-4.38K- 4.95% |
$34.7K - $37.1K
|
84K
$769K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-65.8K- 41.21% |
$522K - $558K
|
93.9K
$859K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58+ 0.46% |
$460 - $492
|
12.7K
$116K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.04KNew |
$8.27K - $8.84K
|
1.04K
$9.54K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
15.1KNew |
$119K - $128K
|
15.1K
$138K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
9.55K+ 41.6% |
$76.2K - $80.6K
|
32.5K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.1KNew |
$177K - $187K
|
22.1K
$202K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
109KNew |
$871K - $921K
|
109K
$999K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.68KNew |
$25.5K - $29.6K
|
3.68K
$33.6K
|
|