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 2025 vs. Q4 2024
How the institutions holding Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 44 | 46 | +2 |
| Shares | 2.99M | 3.07M | +82.6K (+2.8%) |
| Value | $26.9M | $28.2M | +$1.24M (+4.6%) |
New holders (5)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Baird Financial Group, Inc. | 31,196 | $287.6K | 0.00% |
| Cetera Investment Advisers | 14,040 | $129.4K | 0.00% |
| Vanguard Capital Wealth Advisors | 14,000 | $129.1K | 0.16% |
| Rossby Financial, LCC | 3,129 | $27.5K | 0.01% |
| Greykasell Wealth Strategies, Inc. | 1,439 | $13.3K | 0.01% |
Sold out (3)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Independent Advisor Alliance | 45,150 | $406.8K |
| Millennium Management LLC | 12,552 | $113.1K |
| Bessemer Group Inc | 443 | $4.00K |