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 2024 vs. Q4 2023
How the institutions holding Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 47 | 1 | 43 | −3 |
| Shares | 1.85M | 2.51K | 1.84M | −7.57K (−0.4%) |
| Value | $14.6M | $20.0K | $15.5M | +$992.1K (+6.8%) |
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| PFG Investments, LLC | 109,160 | $921.3K | 0.06% |
| Sit Investment Associates Inc | 16,772 | $142.0K | 0.00% |
| CoreCap Advisors, LLC | 1,000 | $8.44K | 0.00% |
| Bessemer Group Inc | 394 | $3.00K | 0.00% |
Sold out (7)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Mariner, LLC | 12,250 | $97.5K |
| Financial Management Network Inc | 11,190 | $90.4K |
| Quaker Wealth Management, LLC | 10,936 | $87.1K |
| JPMorgan Chase & Co | 3,676 | $29.3K |
| Northwestern Mutual Wealth Management Co | 2,518 | $20.0K |
| International Assets Investment Management, LLC | 22,415 | $2.82K |
| FMR LLC | 1 | $8 |
Not filed for Q1 2024 yet (1)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Baystate Wealth Management LLC | 2,514 | $20.0K |