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 2022 vs. Q2 2022
How the institutions holding Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 41 | 42 | +1 |
| Shares | 960.2K | 1.15M | +186.6K (+19.4%) |
| Value | $9.15M | $9.84M | +$695.2K (+7.6%) |
New holders (7)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Truist Financial Corp | 49,766 | $426.0K | 0.00% |
| Financial Management Network Inc | 16,634 | $149.0K | 0.07% |
| Future Financial Wealth Managment LLC | 13,444 | $128.0K | 0.15% |
| Mariner, LLC | 12,250 | $105.0K | 0.00% |
| Susquehanna International Group, LLP | 11,806 | $101.0K | 0.00% |
| Quaker Wealth Management, LLC | 10,075 | $86.0K | 0.04% |
| Allworth Financial LP | 885 | $8.00K | 0.00% |
Sold out (6)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| United Capital Financial Advisers, LLC | 12,000 | $114.0K |
| Citigroup Inc | 8,304 | $79.0K |
| Rockefeller Capital Management L.P. | 3,446 | $32.0K |
| CoreCap Advisors, LLC | 1,000 | $10.0K |
| CX Institutional | 560 | $5.00K |
| Geneos Wealth Management Inc. | 100 | $0 |