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Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC

PFO
Exchange
NYSE
SEC CIK
0000882071

No open-market purchases or sales by Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC insiders were filed in the last 90 days; 49 institutions reported holding it in 13F filings for Q2 2026, worth $37.3M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
41
No complete 13F data for Q4 2020
Shares held
880.4K
No complete 13F data for Q4 2020
Total value
$11.6M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting PFO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 41 institutions
Q1 2021: 41 institutionsQ2 2021: 39 institutionsQ3 2021: 40 institutionsQ4 2021: 41 institutionsQ1 2022: 38 institutionsQ2 2022: 41 institutionsQ3 2022: 42 institutionsQ4 2022: 43 institutionsQ1 2023: 37 institutionsQ2 2023: 37 institutionsQ3 2023: 41 institutionsQ4 2023: 47 institutionsQ1 2024: 43 institutionsQ2 2024: 48 institutionsQ3 2024: 47 institutionsQ4 2024: 44 institutionsQ1 2025: 46 institutionsQ2 2025: 47 institutionsQ3 2025: 45 institutionsQ4 2025: 45 institutionsQ1 2026: 52 institutionsQ2 2026: 49 institutions
Value heldQ1 2021: $11.6M
Q1 2021: $11.6MQ2 2021: $12.0MQ3 2021: $11.0MQ4 2021: $12.0MQ1 2022: $11.2MQ2 2022: $9.15MQ3 2022: $9.84MQ4 2022: $8.08MQ1 2023: $9.91MQ2 2023: $9.91MQ3 2023: $10.9MQ4 2023: $14.6MQ1 2024: $15.5MQ2 2024: $17.6MQ3 2024: $23.7MQ4 2024: $26.9MQ1 2025: $28.2MQ2 2025: $28.6MQ3 2025: $39.0MQ4 2025: $41.1MQ1 2026: $39.9MQ2 2026: $37.3M
Institutions holding PFO and their total value by quarter
QuarterHoldersValue
Q2 202649$37.3M
Q1 202652$39.9M
Q4 202545$41.1M
Q3 202545$39.0M
Q2 202547$28.6M
Q1 202546$28.2M
Q4 202444$26.9M
Q3 202447$23.7M
Q2 202448$17.6M
Q1 202443$15.5M
Q4 202347$14.6M
Q3 202341$10.9M
Q2 202337$9.91M
Q1 202337$9.91M
Q4 202243$8.08M
Q3 202242$9.84M
Q2 202241$9.15M
Q1 202238$11.2M
Q4 202141$12.0M
Q3 202140$11.0M
Q2 202139$12.0M
Q1 202141$11.6M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PFO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley154,348$2.03M0.00%––
Summit X, LLC87,425$1.15M0.32%––
UBS Group AG63,766$839.0K0.00%––
LPL Financial LLC45,756$602.0K0.00%––
Cetera Investment Advisers42,596$561.0K0.01%––
D.A. Davidson & Co.37,600$495.0K0.01%––
Covington Capital Management35,208$463.0K0.02%––
US Bancorp33,298$438.0K0.00%––
Wells Fargo & Company32,654$430.0K0.00%––
Vanguard Capital Wealth Advisors30,000$399.6K0.34%––
Newbridge Financial Services Group, Inc.29,064$382.0K0.28%––
Clifford Swan Investment Counsel LLC23,500$309.0K0.01%––
Cambridge Investment Research Advisors, Inc.18,276$241.0K0.00%––
Commonwealth Equity Services, LLC17,813$234.0K0.00%––
Creative Planning17,066$225.0K0.00%––
The PNC Financial Services Group, Inc.16,960$224.0K0.00%––
Advisor Group Holdings, Inc.16,751$220.0K0.00%––
Raymond James & Associates15,548$205.0K0.00%––
Envestnet Asset Management Inc14,693$193.0K0.00%––
SPC Financial, Inc.13,000$171.0K0.02%––
Private Advisor Group, LLC12,040$158.0K0.00%––
Raymond James Financial Services Advisors, Inc.11,821$156.0K0.00%––
Fifth Third Bancorp11,755$155.0K0.00%––
Mosaic Family Wealth, LLC11,644$153.0K0.05%––
AdvisorNet Financial, Inc10,925$144.0K0.01%––
Oxbow Advisors, LLC10,925$144.0K0.02%––
Spotlight Asset Group, Inc.10,700$141.0K0.05%––
Northwestern Mutual Wealth Management Co10,475$138.0K0.00%––
Poehling Capital Management, LLC10,000$132.0K0.05%––
Bank of America Corp9,274$122.0K0.00%––
S.A. Mason LLC7,000$92.0K0.07%––
Royal Bank of Canada5,375$71.0K0.00%––
Steward Partners Investment Advisory, LLC4,095$53.9K0.00%––
American Portfolios Advisors3,726$49.0K0.00%––
Harbour Investments, Inc.1,350$18.0K0.00%––
Federation des caisses Desjardins du Quebec1,300$17.1K0.00%––
Firestone Capital Management1,000$13.0K0.00%––
Geneos Wealth Management Inc.900$12.0K0.00%––
Benjamin F. Edwards & Company, Inc.650$9.00K0.00%––
Atlas Private Wealth Management86$1.00K0.00%––
FMR LLC1$00.00%––