Institutional Ownership 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). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 4.63 Million shares, which have been reported (via 13F filing form) to have a value of $44.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
1,254,842
shares
|
$12 Million
0.25% of portfolio
|
Q3 2025
Added 87.48%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
588,511
shares
|
$5.65 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
588,511
shares
|
$5.65 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
315,166
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
198,610
shares
|
$1.91 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
191,153
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
146,589
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
114,224
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
101,698
shares
|
$976,300
0.83% of portfolio
|
Q1 2025
Added 21.42%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
94,246
shares
|
$904,761
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
88,015
shares
|
$844,944
0.01% of portfolio
|
Q3 2025
Added 13.97%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Nov 13, 2025 Q3 2025 |
76,551
shares
|
$734,889
0.68% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 30, 2025 Q3 2025 |
68,712
shares
|
$659,635
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Nov 14, 2025 Q3 2025 |
68,712
shares
|
$659,635
0.06% of portfolio
|
Q3 2025
Reduced 72.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
64,334
shares
|
$617,606
0.0% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
60,145
shares
|
$577,392
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
56,040
shares
|
$537,984
0.26% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
50,872
shares
|
$488,371
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
44,332
shares
|
$425,587
0.0% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
43,444
shares
|
$417,062
0.0% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
43,171
shares
|
$414,441
0.0% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
42,621
shares
|
$409,161
0.0% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
39,073
shares
|
$375,100
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
30,109
shares
|
$289,046
0.0% of portfolio
|
Q3 2022
Reduced 5.05%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
29,500
shares
|
$283,200
0.01% of portfolio
|
Q3 2025
Added 96.67%
|
|