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.
Q3 2021 vs. Q2 2021
How the institutions holding Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Q3 2021 | Change |
|---|---|---|---|
| Holders | 39 | 40 | +1 |
| Shares | 901.8K | 861.5K | −40.3K (−4.5%) |
| Value | $12.0M | $11.0M | −$995.2K (−8.3%) |
New holders (4)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wolverine Asset Management LLC | 14,643 | $187.0K | 0.00% |
| Oxbow Advisors, LLC | 10,685 | $137.0K | 0.01% |
| CX Institutional | 560 | $7.00K | 0.00% |
| NEXT Financial Group, Inc | 300 | $4.00K | 0.00% |
Sold out (3)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Newbridge Financial Services Group, Inc. | 35,493 | $474.0K |
| Creative Planning | 18,207 | $243.0K |
| Envestnet Asset Management Inc | 15,156 | $202.0K |