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 $44.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
27,372
shares
|
$262,771
0.0% of portfolio
|
Q3 2025
Reduced 11.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
19,464
shares
|
$186,854
0.0% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
18,943
shares
|
$181,852
0.0% of portfolio
|
Q3 2025
Added 34.49%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
18,823
shares
|
$180,700
0.11% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
17,624
shares
|
$169,190
0.12% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
15,066
shares
|
$144,633
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
15,052
shares
|
$144,499
0.0% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
13,400
shares
|
$128,640
0.01% of portfolio
|
Q3 2024
Reduced 25.14%
|
|
|
Jag Capital Management, LLC
|
Nov 10, 2025 Q3 2025 |
12,700
shares
|
$121,920
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
11,988
shares
|
$115,084
0.0% of portfolio
|
Q2 2025
Reduced 53.66%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
11,824
shares
|
$113,510
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
11,364
shares
|
$109,094
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
10,607
shares
|
$101,827
0.01% of portfolio
|
Q2 2025
Reduced 79.31%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
7,326
shares
|
$70,329
0.0% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,996
shares
|
$38,361
0.0% of portfolio
|
Q2 2020
Added 53.46%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,325
shares
|
$31,920
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
3,214
shares
|
$30,854
0.01% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,514
shares
|
$24,134
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,510
shares
|
$24,096
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
2,300
shares
|
$22,080
0.01% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,600
shares
|
$15,360
0.0% of portfolio
|
Q2 2025
Added 52.38%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,300
shares
|
$12,480
0.0% of portfolio
|
Q1 2017
Added 100.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,000
shares
|
$9,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,000
shares
|
$9,600
0.0% of portfolio
|
Q3 2025
Reduced 76.19%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
650
shares
|
$6,240
0.0% of portfolio
|
Q4 2020
Added 62.5%
|
|