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.
Q2 2024 vs. Q1 2024
How the institutions holding Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 43 | 48 | +5 |
| Shares | 1.84M | 2.08M | +236.6K (+12.8%) |
| Value | $15.5M | $17.6M | +$2.05M (+13.2%) |
New holders (8)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Napa Wealth Management | 79,792 | $675.8K | 0.46% |
| HighTower Advisors, LLC | 20,592 | $168.0K | 0.00% |
| Catalina Capital Group, LLC | 17,885 | $151.5K | 0.06% |
| Apella Capital, LLC | 15,066 | $127.2K | 0.01% |
| Nomura Holdings Inc | 10,000 | $84.7K | 0.00% |
| Northwestern Mutual Wealth Management Co | 5,500 | $46.6K | 0.00% |
| Blue Bell Private Wealth Management, LLC | 2,592 | $22.0K | 0.00% |
| International Assets Investment Management, LLC | 1,043 | $8.83K | 0.00% |
Sold out (3)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| PFG Investments, LLC | 109,160 | $921.3K |
| Logan Stone Capital, LLC | 32,516 | $274.4K |
| CoreCap Advisors, LLC | 1,000 | $8.44K |