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.
Q1 2023 vs. Q4 2022
How the institutions holding Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 43 | 1 | 37 | −5 |
| Shares | 1.08M | 1.00K | 1.19M | +117.0K (+10.9%) |
| Value | $8.08M | $8.60K | $9.91M | +$1.83M (+22.7%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (2)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| International Assets Investment Management, LLC | 19,290 | $261.1K | 0.04% |
| Cerity Partners LLC | 20,131 | $166.1K | 0.00% |
Sold out (7)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Logan Stone Capital, LLC | 26,557 | $228.4K |
| Schmidt P J Investment Management Inc | 20,000 | $172.0K |
| Future Financial Wealth Managment LLC | 16,282 | $140.0K |
| Wolverine Asset Management LLC | 14,178 | $121.9K |
| McElhenny Sheffield Capital Management, LLC | 9,375 | $80.6K |
| Money Concepts Capital Corp | 1,000 | $8.60K |
| FMR LLC | 1 | $9 |
Not filed for Q1 2023 yet (1)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| CoreCap Advisors, LLC | 1,000 | $8.60K |