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 2025 vs. Q1 2025
How the institutions holding Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 46 | 1 | 47 | +2 |
| Shares | 3.07M | 101.7K | 3.09M | +120.9K (+4.1%) |
| Value | $28.2M | $937.7K | $28.6M | +$1.32M (+4.8%) |
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Mustico Financial Group, Inc. | 75,568 | $701.8K | 0.70% |
| Wolverine Asset Management LLC | 39,431 | $364.7K | 0.01% |
| Smith Asset Management Co., LLC | 32,193 | $297.8K | 0.26% |
| Commonwealth Equity Services, LLC | 11,301 | $105.0K | 0.00% |
| Susquehanna International Group, LLP | 10,654 | $98.5K | 0.00% |
| Raymond James Financial Inc | 5,308 | $49.1K | 0.00% |
| Ameritas Advisory Services, LLC | 3,500 | $32.4K | 0.00% |
| Allworth Financial LP | 2,510 | $23.2K | 0.00% |
| Blue Bell Private Wealth Management, LLC | 1,000 | $9.25K | 0.00% |
Sold out (7)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| CNH Partners LLC | 25,750 | $237.4K |
| Vanguard Capital Wealth Advisors | 14,000 | $129.1K |
| Citadel Advisors LLC | 11,873 | $109.5K |
| Resonant Capital Advisors, LLC | 10,000 | $92.2K |
| The PNC Financial Services Group, Inc. | 8,480 | $78.2K |
| Rossby Financial, LCC | 3,129 | $27.5K |
| Greykasell Wealth Strategies, Inc. | 1,439 | $13.3K |
Not filed for Q2 2025 yet (1)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Noble Wealth Management PBC | 101,698 | $937.7K |