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.
Q4 2022 vs. Q3 2022
How the institutions holding Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 42 | 2 | 43 | +3 |
| Shares | 1.15M | 34.1K | 1.08M | −36.5K (−3.3%) |
| Value | $9.84M | $292.2K | $8.08M | −$1.47M (−15.4%) |
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Logan Stone Capital, LLC | 26,557 | $228.4K | 0.09% |
| Wolverine Asset Management LLC | 14,178 | $121.9K | 0.00% |
| Mosaic Family Wealth Partners, LLC | 11,824 | $101.7K | 0.03% |
| McElhenny Sheffield Capital Management, LLC | 9,375 | $80.6K | 0.04% |
| Belpointe Asset Management LLC | 6,500 | $55.9K | 0.00% |
| Money Concepts Capital Corp | 1,000 | $8.60K | 0.00% |
| CoreCap Advisors, LLC | 1,000 | $8.60K | 0.00% |
| FMR LLC | 1 | $9 | 0.00% |
Sold out (5)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Truist Financial Corp | 49,766 | $426.0K |
| Financial Management Network Inc | 16,634 | $149.0K |
| Poehling Capital Management, LLC | 10,000 | $86.0K |
| Burleson & Company, LLC | 1,250 | $11.0K |
| Harbour Investments, Inc. | 800 | $8.00K |
Not filed for Q4 2022 yet (2)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Covington Capital Management | 30,109 | $258.0K |
| American Portfolios Advisors | 3,996 | $34.2K |