Latest Institutional Purchases of Flaherty & Crumrine Preferred & Income Opportunity Fund Inc (PFO)
This list provides information on the latest institutional transactions involving Flaherty & Crumrine Preferred & Income Opportunity Fund Inc (PFO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
9.38KNew |
$78.3K - $87.7K
|
9.38K
$86.3K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.84K+ 21.11% |
$23.7K - $26.5K
|
16.3K
$150K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
49.8KNew |
$426K - $515K
|
49.8K
$458K
|
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4K+ 13.33% |
$34.2K - $41.4K
|
34K
$313K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
885New |
$7.58K - $9.16K
|
885
$8.14K
|
|
| Q2 2022 | |||||||
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
20KNew |
$182K - $231K
|
20K
$184K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
8.3KNew |
$75.7K - $95.9K
|
8.3K
$76.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.45KNew |
$31.4K - $39.8K
|
3.45K
$31.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
560New |
$5.11K - $6.47K
|
560
$5.15K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12KNew |
$128K - $152K
|
12K
$110K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.25KNew |
$13.3K - $15.8K
|
1.25K
$11.5K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.8KNew |
$133K - $139K
|
10.8K
$99K
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
6K+ 25.53% |
$74K - $77.4K
|
29.5K
$271K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
250+ 62.5% |
$2.89K - $3.47K
|
650
$5.98K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
695+ 53.46% |
$6.19K - $8.24K
|
2K
$18.4K
|
|
| Q1 2020 | |||||||
|
May 06, 2020
Q1 2020
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
10KNew |
$67.1K - $132K
|
10K
$92K
|
|
| Q1 2017 | |||||||
|
Aug 30, 2024
Q1 2017
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.3K+ 100.0% |
N/A
|
2.6K
$23.9K
|
|