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 2025 vs. Q2 2025
How the institutions holding Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 47 | 45 | −2 |
| Shares | 3.09M | 4.01M | +918.8K (+29.8%) |
| Value | $28.6M | $39.0M | +$10.4M (+36.5%) |
New holders (8)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Pathstone Holdings, LLC | 315,166 | $3.07M | 0.01% |
| 1607 Capital Partners, LLC | 198,610 | $1.94M | 0.15% |
| Noble Wealth Management PBC | 100,030 | $975.3K | 0.52% |
| Advisors Asset Management, Inc. | 94,246 | $918.9K | 0.02% |
| TrueMark Investments, LLC | 68,712 | $669.9K | 0.12% |
| Fiera Capital Corp | 60,145 | $586.4K | 0.00% |
| SRS Capital Advisors, Inc. | 50,872 | $496.0K | 0.01% |
| Rockefeller Capital Management L.P. | 3,325 | $32.4K | 0.00% |
Sold out (10)
Institutions that held Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Matisse Capital | 170,775 | $1.58M |
| Ewing Morris & Co. Investment Partners Ltd. | 75,690 | $700.1K |
| Summit X, LLC | 57,112 | $528.3K |
| Wolverine Asset Management LLC | 39,431 | $364.7K |
| Smith Asset Management Co., LLC | 32,193 | $297.8K |
| Susquehanna International Group, LLP | 10,654 | $98.5K |
| Byrne Financial Freedom, LLC | 10,200 | $94.3K |
| Raymond James Financial Inc | 5,308 | $49.1K |
| S.A. Mason LLC | 3,500 | $32.4K |
| Ameritas Advisory Services, LLC | 3,500 | $32.4K |