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.
Q3 2024 vs. Q2 2024
How the institutions holding Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 48 | 1 | 47 | 0 |
| Shares | 2.08M | 650 | 2.53M | +450.3K (+21.7%) |
| Value | $17.6M | $6.00K | $23.7M | +$6.12M (+34.8%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 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 Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| CIBC Private Wealth Group, LLC | 588,511 | $5.54M | 0.01% |
| Bulldog Investors, LLP | 47,814 | $450.1K | 0.16% |
| Robinson Capital Management, LLC | 37,950 | $358.2K | 0.12% |
| Envestnet Asset Management Inc | 37,985 | $357.4K | 0.00% |
| Thomas J. Herzfeld Advisors, Inc. | 22,542 | $212.1K | 0.07% |
| Innova Wealth Partners | 17,375 | $163.5K | 0.13% |
| Jag Capital Management, LLC | 12,700 | $119.5K | 0.01% |
| CoreCap Advisors, LLC | 1,000 | $9.41K | 0.00% |
Sold out (8)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Saba Capital Management, L.P. | 132,888 | $1.13M |
| Wolverine Asset Management LLC | 93,874 | $795.1K |
| Cetera Investment Advisers | 19,612 | $166.1K |
| Commonwealth Equity Services, LLC | 12,715 | $108.0K |
| Rpo LLC | 12,287 | $104.1K |
| Nomura Holdings Inc | 10,000 | $84.7K |
| Northwestern Mutual Wealth Management Co | 5,500 | $46.6K |
| International Assets Investment Management, LLC | 1,043 | $8.83K |
Not filed for Q3 2024 yet (1)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 650 | $6.00K |