Purchases and Sales Made in Q2 2025 in 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) during Q2 2025. The information is specifically focused on institutions that hold shares of Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
75.6KNew |
$636K - $699K
|
75.6K
$725K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
61.1K+ 10.05% |
$514K - $565K
|
669K
$6.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
39.4KNew |
$332K - $365K
|
39.4K
$379K
|
|
|
Nov 03, 2025
Q2 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
32.2KNew |
$271K - $298K
|
32.2K
$309K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
13.7K+ 21.57% |
$115K - $127K
|
77.2K
$741K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.7K+ 37.45% |
$98.2K - $108K
|
42.9K
$412K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.3KNew |
$95K - $105K
|
11.3K
$108K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.7K+ 29.88% |
$90.1K - $99.1K
|
46.6K
$447K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7KNew |
$89.6K - $98.5K
|
10.7K
$102K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.37K+ 17.12% |
$53.6K - $58.9K
|
43.6K
$418K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.06K+ 4.58% |
$50.9K - $56K
|
138K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.31KNew |
$44.6K - $49.1K
|
5.31K
$51K
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
4.31K+ 1.77% |
$36.2K - $39.8K
|
248K
$2.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.5KNew |
$29.4K - $32.4K
|
3.5K
$33.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.2K+ 320.0% |
$26.9K - $29.6K
|
4.2K
$40.3K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.71K+ 9.55% |
$22.8K - $25.1K
|
31.1K
$298K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.51KNew |
$21.1K - $23.2K
|
2.51K
$24.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.25K+ 0.66% |
$10.5K - $11.5K
|
189K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$8.41K - $9.25K
|
1K
$9.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
550+ 52.38% |
$4.63K - $5.09K
|
1.6K
$15.4K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
550+ 52.38% |
$4.63K - $5.09K
|
1.6K
$15.4K
|
|
|
Oct 16, 2025
Q2 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
286+ 1.43% |
$2.41K - $2.65K
|
20.4K
$195K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45+ 0.32% |
$378 - $416
|
14.1K
$135K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
30+ 1.34% |
$252 - $278
|
2.27K
$21.8K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25+ 0.16% |
$210 - $231
|
15.8K
$152K
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
3+ 0.1% |
$25.2 - $27.8
|
2.87K
$27.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-326- 1.5% |
$2.74K - $3.02K
|
21.5K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-530- 0.95% |
$4.46K - $4.9K
|
55.1K
$529K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1K- 3.72% |
$8.41K - $9.25K
|
25.9K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.53K- 3.48% |
$12.9K - $14.2K
|
42.5K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.31K- 24.49% |
$19.4K - $21.4K
|
7.12K
$68.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.45K- 4.97% |
$29K - $31.9K
|
65.9K
$633K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.32K- 8.52% |
$44.7K - $49.2K
|
57.1K
$548K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.9K- 53.66% |
$117K - $128K
|
12K
$115K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-14.5K- 49.15% |
$122K - $134K
|
15K
$144K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.4K- 18.0% |
$206K - $226K
|
111K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-40.7K- 79.31% |
$342K - $376K
|
10.6K
$102K
|
|