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.
Q4 2024 vs. Q3 2024
How the institutions holding Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Q4 2024 | Change |
|---|---|---|---|
| Holders | 47 | 44 | −3 |
| Shares | 2.53M | 2.99M | +457.6K (+18.1%) |
| Value | $23.7M | $26.9M | +$3.23M (+13.6%) |
New holders (6)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Noble Wealth Management PBC | 83,760 | $754.7K | 0.52% |
| Ewing Morris & Co. Investment Partners Ltd. | 75,690 | $682.0K | 0.24% |
| Independent Advisor Alliance | 45,150 | $406.8K | 0.01% |
| Invesco Ltd. | 12,587 | $113.4K | 0.00% |
| Citadel Advisors LLC | 10,715 | $96.5K | 0.00% |
| Byrne Financial Freedom, LLC | 10,200 | $91.9K | 0.04% |
Sold out (9)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Bulldog Investors, LLP | 47,814 | $450.1K |
| Robinson Capital Management, LLC | 37,950 | $358.2K |
| Landscape Capital Management, L.L.C. | 23,729 | $223.3K |
| Arlington Capital Management, Inc. | 17,375 | $163.5K |
| Innova Wealth Partners | 17,375 | $163.5K |
| ORBA Wealth Advisors, L.L.C. | 14,000 | $131.7K |
| Stifel Financial Corp | 10,760 | $101.3K |
| Blue Bell Private Wealth Management, LLC | 3,668 | $34.5K |
| Atticus Wealth Management, LLC | 2,746 | $25.8K |