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.
13F holders, Q2 2024
Institutional positions in Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 48
- +5 vs. Q1 2024
- Shares held
- 2.08M
- +236.6K (+12.8%) vs. Q1 2024
- Total value
- $17.6M
- +$2.05M (+13.2%) vs. Q1 2024
- New holders
- 8
- 15 more added
- Sold out
- 3
- 11 more reduced
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PFO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 49 | $37.3M |
| Q1 2026 | 52 | $39.9M |
| Q4 2025 | 45 | $41.1M |
| Q3 2025 | 45 | $39.0M |
| Q2 2025 | 47 | $28.6M |
| Q1 2025 | 46 | $28.2M |
| Q4 2024 | 44 | $26.9M |
| Q3 2024 | 47 | $23.7M |
| Q2 2024 | 48 | $17.6M |
| Q1 2024 | 43 | $15.5M |
| Q4 2023 | 47 | $14.6M |
| Q3 2023 | 41 | $10.9M |
| Q2 2023 | 37 | $9.91M |
| Q1 2023 | 37 | $9.91M |
| Q4 2022 | 43 | $8.08M |
| Q3 2022 | 42 | $9.84M |
| Q2 2022 | 41 | $9.15M |
| Q1 2022 | 38 | $11.2M |
| Q4 2021 | 41 | $12.0M |
| Q3 2021 | 40 | $11.0M |
| Q2 2021 | 39 | $12.0M |
| Q1 2021 | 41 | $11.6M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 227 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 405 | $3.00K | 0.00% | +11+2.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 650 | $6.00K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,043 | $8.83K | 0.00% | +1,043 | New |
| Federation des caisses Desjardins du Quebec | 1,300 | $11.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,152 | $18.2K | 0.01% | +28+1.3% | Added |
| Blue Bell Private Wealth Management, LLC | 2,592 | $22.0K | 0.00% | +2,592 | New |
| Atticus Wealth Management, LLC | 2,702 | $22.9K | 0.01% | +46+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 5,500 | $46.6K | 0.00% | +5,500 | New |
| S.A. Mason LLC | 7,000 | $59.3K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 7,742 | $65.6K | 0.00% | −251−3.1% | Reduced |
| Resonant Capital Advisors, LLC | 10,000 | $84.7K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $84.7K | 0.00% | +10,000 | New |
| Stifel Financial Corp | 10,760 | $91.1K | 0.00% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 11,824 | $100.1K | 0.02% | 00.0% | Unchanged |
| Rpo LLC | 12,287 | $104.1K | 0.16% | 00.0% | Unchanged |
| Millennium Management LLC | 12,552 | $106.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,715 | $108.0K | 0.00% | +58+0.5% | Added |
| ORBA Wealth Advisors, L.L.C. | 14,000 | $118.6K | 0.06% | 00.0% | Unchanged |
| Apella Capital, LLC | 15,066 | $127.2K | 0.01% | +15,066 | New |
| The PNC Financial Services Group, Inc. | 16,960 | $143.7K | 0.00% | −16,960−50.0% | Reduced |
| Arlington Capital Management, Inc. | 17,496 | $148.2K | 0.13% | +133+0.8% | Added |
| Catalina Capital Group, LLC | 17,885 | $151.5K | 0.06% | +17,885 | New |
| SPC Financial, Inc. | 17,900 | $151.6K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19,612 | $166.1K | 0.00% | −2,512−11.4% | Reduced |
| HighTower Advisors, LLC | 20,592 | $168.0K | 0.00% | +20,592 | New |
| Bank of America Corp | 20,664 | $175.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,437 | $181.6K | 0.00% | −17,987−45.6% | Reduced |
| Wells Fargo & Company | 25,204 | $213.5K | 0.00% | −7,813−23.7% | Reduced |
| Basepoint Wealth LLC | 27,893 | $236.3K | 0.19% | +405+1.5% | Added |
| Clifford Swan Investment Counsel LLC | 29,500 | $249.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 32,025 | $271.3K | 0.00% | +3,000+10.3% | Added |
| Landscape Capital Management, L.L.C. | 38,071 | $322.5K | 0.03% | −2,389−5.9% | Reduced |
| Sowell Financial Services LLC | 39,073 | $331.0K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 39,313 | $333.0K | 0.00% | −932−2.3% | Reduced |
| Rivernorth Capital Management, LLC | 70,439 | $596.6K | 0.03% | +19,919+39.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 78,784 | $667.0K | 0.00% | −1,163−1.5% | Reduced |
| Napa Wealth Management | 79,792 | $675.8K | 0.46% | +79,792 | New |
| Summit X, LLC | 84,046 | $711.9K | 0.16% | −4,376−4.9% | Reduced |
| Wolverine Asset Management LLC | 93,874 | $795.1K | 0.01% | −65,805−41.2% | Reduced |
| CNH Partners LLC | 95,468 | $808.6K | 0.02% | +20,413+27.2% | Added |
| Consolidated Portfolio Review Corp | 102,726 | $870.1K | 0.20% | −4,434−4.1% | Reduced |
| Morgan Stanley | 108,708 | $920.8K | 0.00% | +2,329+2.2% | Added |
| Saba Capital Management, L.P. | 132,888 | $1.13M | 0.02% | +121,690+1,086.7% | Added |
| Sit Investment Associates Inc | 155,424 | $1.32M | 0.03% | +138,652+826.7% | Added |
| D.A. Davidson & Co. | 165,644 | $1.40M | 0.01% | +6,505+4.1% | Added |
| Matisse Capital | 177,623 | $1.50M | 0.74% | +37,012+26.3% | Added |
| Private Advisor Group, LLC | 209,185 | $1.77M | 0.01% | +1,219+0.6% | Added |
| PFG Investments, LLC | 0 | $0 | 0.00% | −109,160−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −32,516−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |